AAR (AIR)
Supplies aircraft parts, repair, software, and fleet support across commercial and government aviation.
$118.42
vs last close+2.16 (+1.86%)
In millions of USD, except per-share figures
| In millions | Q1 FY24Aug 2023 | Q2 FY24Nov 2023 | Q3 FY24Feb 2024 | Q4 FY24May 2024 | Q1 FY25Aug 2024 | Q2 FY25Nov 2024 | Q3 FY25Feb 2025 | Q4 FY25May 2025 | Q1 FY26Aug 2025 | Q2 FY26Nov 2025 | Q3 FY26Feb 2026 | Q4 FY26May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 550 | 545 | 567 | 657 | 662 | 686 | 678 | 755 | 740 | 795 | 845 | 928 |
| Cost of revenue | 448 | 442 | 457 | 529 | 545 | 558 | 547 | 604 | 606 | 638 | 690 | 751 |
| Gross profit | 101 | 103 | 110 | 127 | 117 | 129 | 132 | 150 | 134 | 157 | 155 | 177 |
| 76 | 65 | 77 | 95 | 74 | 131 | 61 | 77 | 69 | 89 | 90 | 101 | |
| 75 | 66 | 68 | 83 | 76 | 133 | 61 | 77 | 71 | 89 | 90 | 100 | |
| Selling & marketing | 0 | 0 | 0 | −84 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| General & administrative | 75 | 66 | 0 | 167 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other expenses | 1 | −1 | 10 | 12 | −2 | −2 | −1 | 0 | −2 | 0 | 1 | 2 |
| Operating income | 25 | 38 | 33 | 33 | 43 | −2 | 71 | 73 | 65 | 68 | 64 | 75 |
| −33 | −7 | −13 | −19 | −19 | −20 | −82 | −25 | −18 | −20 | 29 | −18 | |
| Interest income | 0 | 1 | 1 | 1 | 1 | 1 | 0 | 0 | 0 | 1 | 0 | 0 |
| Interest expense | 6 | 6 | 12 | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 18 | 16 |
| Other non-operating income | 39 | 1 | 0 | −12 | 0 | 1 | 64 | 7 | −1 | 1 | −46 | 0 |
| Income before tax | −8 | 32 | 21 | 14 | 25 | −23 | −11 | 48 | 47 | 48 | 93 | 58 |
| Income tax expense | −7 | 8 | 7 | 5 | 7 | 8 | −2 | 14 | 13 | 14 | 25 | 7 |
| Net income from continuing operations | −1 | 24 | 14 | 9 | 18 | −31 | −9 | 34 | 34 | 35 | 68 | 51 |
| Net income | −1 | 24 | 14 | 9 | 18 | −31 | −9 | 34 | 34 | 35 | 68 | 51 |
| EPS, basic | −$0.02 | $0.67 | $0.40 | $0.26 | $0.51 | −$0.51 | −$0.25 | $0.96 | $0.96 | $0.91 | $1.72 | $1.29 |
| EPS, diluted | −$0.02 | $0.67 | $0.39 | $0.25 | $0.50 | −$0.51 | −$0.25 | $0.96 | $0.96 | $0.90 | $1.71 | $1.29 |
| Weighted average shares, basic | 35 | 35 | 35 | 35 | 35 | 35 | 35 | 35 | 36 | 37 | 38 | 39 |
| Weighted average shares, diluted | 35 | 35 | 35 | 35 | 36 | 35 | 35 | 36 | 36 | 37 | 38 | 40 |
| EBITDA | −5 | 46 | 42 | 60 | 58 | 11 | 20 | 80 | 80 | 84 | 131 | 99 |
| Depreciation & amortization | 8 | 9 | 9 | 15 | 14 | 15 | 13 | 14 | 14 | 17 | 21 | 23 |
| EBIT | −14 | 38 | 33 | 44 | 44 | −3 | 7 | 66 | 66 | 67 | 110 | 75 |
