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AAR Corp AIR Parts Supply — Goodwill

Other segment segments

Repair And Engineering
$450.6M+15.0%
Government Solutions
$65.3M
Legacy Commercial Programs
$16.4M

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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:Goodwill.

The source filing: AAR Corp’s 10-K, filed July 22, 2026.

Filed
Jul 21, 2026, 8:00 PM EDT
Fiscal year
FY2026
Accession
0001104659-26-085459
Line itemCurrent Segments / Parts / SupplyCurrent Segments / Repair, / Engineering / and SoftwareCurrent Segments / Government / SolutionsCurrent Segments / Legacy / Commercial / ProgramsFormer Segments / Integrated / SolutionsFormer Segments / Expeditionary / ServicesTotal
Balance as of May 31, 2024$38.9$416.6$80.5$18.8$554.8
Acquisition(10.4)(10.4)
Sale of Landing Gear Overhaul business(14.6)(14.6)
Foreign currency translation adjustments0.10.91.0
Balance as of May 31, 202538.9391.781.418.8530.8
Acquisitions9.129.111.349.5
Goodwill re-allocation29.865.316.4(92.7)(18.8)
Balance as of May 31, 2026$48.0$450.6$65.3$16.4$580.3

ITEM 8.FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA

FAQ

What is AAR Corp's parts supply — goodwill?
AAR Corp (AIR) reported parts supply — goodwill of $48M in Q1 2026.
What does parts supply — goodwill mean?
This metric represents the intangible asset value recorded on the balance sheet for the Parts Supply segment following an acquisition, reflecting the premium paid over the fair value of identifiable net assets. It serves as a measure of the segment's perceived future economic benefits, such as brand reputation, customer relationships, and proprietary technology. Monitoring this balance is essential for assessing the long-term valuation and potential future write-down risks associated with the segment's growth strategy.

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