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AAR Corp AIR Integrated Solutions — Cost of Goods Sold

Other segment segments

Repair Engineering And Software
$862.8M
Government Solutions
$405.8M
Parts Supply
$341.3M+46.0%
Legacy Commercial Programs
$224.3M
Repair And Engineering
$222.9M+28.6%
Expeditionary Services
$15.1M-26.0%

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Other financials

Income statement

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Revenue$928.0M+23.0%
Gross profit$176.7M+17.6%
Net income$50.7M+49.1%
EPS (diluted)$1.27+32.3%

Balance sheet

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Cash & equivalents$84.0M-13.0%
Total debt$1.0B-4.5%
Total equity$1.7B+40.6%
Total assets$3.4B+18.0%

Cash flow

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Operating cash flow$55.3M+7.6%
CapEx$12.0M+20.0%
Free cash flow$43.3M+4.6%

Valuation

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Market cap$5.89B+127%
Enterprise value$6.82B+91.9%
P/E31.4×-176×
P/S1.8×+0.8×

Profitability

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Gross margin18.8%-0.2pp
Net margin5.7%+5.2pp
FCF margin1.9%+1.8pp

Returns & leverage

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Return on equity12.9%+11.8pp
Debt / equity0.6×-0.3×
Current ratio2.8×+0.1×

Where this comes from

Reported directly by AAR Corp in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: AAR Corp’s 10-Q, filed March 25, 2026.

Filed
Mar 25, 2026, 12:00 AM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q1 2026
Accession
0001104659-26-033973
Line itemSalesCost of / SalesSelling, / General and / AdministrativeOther / Segment / ItemsOperating / Income
Parts Supply$392.5$311.4$31.7$(1.3)$50.7
Repair & Engineering265.3222.927.4(0.1)15.1
Integrated Solutions167.8140.817.7(0.1)9.4
Expeditionary Services19.515.11.50.12.8
$845.1$690.2$78.3$(1.4)$78.0
Corporate and other(12.2)
65.8
Bargain purchase gain35.7

Item 1 – Financial Statements

FAQ

What is AAR Corp's integrated solutions — cost of goods sold?
AAR Corp (AIR) reported integrated solutions — cost of goods sold of $140.8M in Q4 2025.
How has AAR Corp's integrated solutions — cost of goods sold changed year-over-year?
AAR Corp's integrated solutions — cost of goods sold increased by 3.4% year-over-year, from $136.2M to $140.8M.
What is the long-term trend for AAR Corp's integrated solutions — cost of goods sold?
Over 2 years (2023 to 2025), AAR Corp's integrated solutions — cost of goods sold has grown at a 13.3% compound annual growth rate (CAGR), from $461.2M to $592M.
What does integrated solutions — cost of goods sold mean?
This metric measures the direct costs attributable to the production and delivery of services and products within the Integrated Solutions segment. It includes expenses such as labor, materials, and direct overhead required to fulfill aviation support contracts.

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