AAR Corp. (AIR)

From the record

AAR Corp.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

AAR Corp.'s 10 filed years say what it did: revenue went from $1.6 billion in fiscal 2017 to $3.3 billion in fiscal 2026, up 8.5% a year; it rose in 8 of 9 years; the deepest fall was 20% from fiscal 2020 to fiscal 2021; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-05-31, AAR Corp.'s diluted share count grew about 3.0% a year, and dividends and buybacks returned about 9% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 25 sales (1 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-29 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-05-31, AAR Corp. earned about 11 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 19 cents per dollar of everything the company owns. Leverage: it owed about 49 cents per dollar of assets, and net share issuance: its share count grew 7.3% over the year (the filed statements).

From the record

AAR Corp.'s standing among 30 graded names in its industry family: revenue of $3.3 billion in fiscal 2026 ranks in the top 27% by size; a net margin of 5.7% ranks in the top 28%; revenue growth of 18.4% a year over the last 3 filed years ranks in the top 22% (its annual reports).

From the record

AAR Corp.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Holmes, John Mcclain III (Chairman, President & CEO, as filed), filing under that title since 2018-07-10, 8.3 years (top 21% of its family); the 17 officers and directors filing in the last fifteen months have been on the record a median of 6.7 years (top 40%); 12 officer or director changes were reported on Form 8-K since 2023-11-13, against the 17 people in charge now (bottom 20%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

AAR Corp.'s room to grow, from the newest filed statements (fiscal 2026): cash of $84 million against debt of $894 million leaves -24.1% of its assets as net cash, bottom 22% of its family; cash from operations less capital spending is 1.9% of revenue (bottom 48%); a gross margin of 18.8% (top 43%) (its annual report).

From the record

AAR Corp.'s growth drivers, from the filed years to fiscal 2026: revenue grew 18.4% a year over the last three filed years against 8.5% over all 10, speeding up (top 12% of its family); the newest year grew 19% (top 16%); capital spending grew 7.5% a year (top 26%) (its annual reports). AAR Corp. reported 4 lines of business in fiscal 2026: Parts Supply at $1.5 billion (45%), Repair Engineering and Software at $1.1 billion (33%), Government Solutions at $502 million (15%), and 1 more; 3 of 4 grew against the year before (its annual report).

From the record

AAR Corp.'s newest year against its own record: revenue of $3.3 billion in fiscal 2026 came in 0.7% above the $3.3 billion its prior three years' pace pointed to (bottom 48% of its family); net income of $188 million against a prior three-year average of $50 million (top 9%); a net margin of 5.7% against 2.3% before (top 27%) (its annual reports).