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AAR Corp AIR Repair And Engineering — 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
Integrated Solutions
$140.8M+3.4%
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 repair and engineering — cost of goods sold?
AAR Corp (AIR) reported repair and engineering — cost of goods sold of $222.9M in Q4 2025.
How has AAR Corp's repair and engineering — cost of goods sold changed year-over-year?
AAR Corp's repair and engineering — cost of goods sold increased by 28.6% year-over-year, from $173.3M to $222.9M.
What is the long-term trend for AAR Corp's repair and engineering — cost of goods sold?
Over 2 years (2023 to 2025), AAR Corp's repair and engineering — cost of goods sold has grown at a 26.9% compound annual growth rate (CAGR), from $438.1M to $705.8M.
What does repair and engineering — cost of goods sold mean?
Reflects the direct costs attributable to the production and delivery of repair and engineering services, including labor, materials, and overhead directly tied to service execution. Monitoring this metric is essential for evaluating the segment's direct cost efficiency and gross margin sustainability.

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