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AAR Corp AIR Stock-Based Comp

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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:ShareBasedCompensation.

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
(In millions)For the Year Ended May 31, 2026For the Year Ended May 31, 2025For the Year Ended May 31, 2024
Adjustments to reconcile income to net cash provided by operating activities:
Depreciation and amortization72.155.240.2
Amortization of financing costs3.22.61.0
Stock-based compensation expense17.819.915.3
Bargain purchase gain(29.5)
Gain on sale of building(9.8)
Provision for credit losses2.10.20.7
Pension settlement charges26.7

ITEM 8.FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA

FAQ

What is AAR Corp's stock-based comp?
AAR Corp (AIR) reported stock-based comp of $4.5M in Q1 2026.
How has AAR Corp's stock-based comp changed year-over-year?
AAR Corp's stock-based comp increased by 4.7% year-over-year, from $4.3M to $4.5M.
What is the long-term trend for AAR Corp's stock-based comp?
Over 4 years (2022 to 2026), AAR Corp's stock-based comp has grown at a 21.4% compound annual growth rate (CAGR), from $8.2M to $17.8M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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