CoverageForm 410-K10-Q8-K13D13G13F

AIR · Aar Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · AIR

Income Statement

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '23Q2 '23
Revenue----------
Cost of Revenue$690.40M$638.40M$605.90M$557.50M$546.50M$544.50M$442.00M$457.00M$448.40M-
Gross Profit$154.70M$156.90M$133.70M$128.60M$131.70M$117.20M$103.40M$110.30M$101.30M$85.80M
R&D----------
SG&A$89.80M$88.70M$71.20M$133.10M$61.30M$75.90M$65.70M$77.00M$74.70M$52.80M
Total Operating Expenses--------$414.50M$436.70M
D&A--$13.80M--$14.20M--$8.40M-
Operating Income($11.10M)($22.50M)$47.00M-------
Interest Expense$17.50M$19.10M$18.80M$6.20M$11.90M$18.80M$6.20M$11.90M$5.80M$2.10M
Income Tax$25.10M$13.50M$12.60M$8.10M($2.20M)$6.90M$7.90M$6.50M($6.90M)$8.30M
Net Income$68.00M$34.60M$34.40M($30.60M)($8.90M)$18.00M$23.80M$14.00M($600.0K)$22.50M
EPS - Basic$1.72$0.91$0.96($0.87)($0.25)$0.50$0.67$0.40($0.02)$0.65
EPS - Diluted$1.71$0.90$0.95($0.87)($0.25)$0.50$0.67$0.39($0.02)$0.64

Balance Sheet

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '23Q2 '23
Cash & Equivalents$78.50M$75.60M$80.00M$96.50M$84.40M$49.30M$85.80M$69.20M$70.30M$68.40M
Accounts Receivable$426.20M$401.90M$363.50M$354.80M$312.50M$310.90M$287.20M$257.10M$280.60M$241.30M
Inventory$958.20M$910.80M$861.50M$809.20M$775.70M$748.20M$733.10M$671.50M$614.20M$574.10M
Accounts Payable$324.00M$341.80M$313.50M$303.10M$278.90M$257.50M$238.00M$230.30M$222.20M$158.50M
Current Assets$1.76B$1.69B$1.57B$1.51B$1.53B$1.43B$1.39B$1.24B$1.21B$1.10B
Total Assets$3.33B$3.24B$2.93B$2.84B$2.86B$2.78B$2.77B$2.02B$1.95B$1.83B
Current Liabilities$653.00M$594.20M$538.50M$554.70M$545.20M$466.90M$466.90M$428.20M$393.50M$351.50M
Long-term Debt$888.30M$952.70M$1.02B$968.00M$1.02B$981.00M$985.40M$274.70M$304.80M$269.70M
Total Liabilities--------$1.80M-
Stockholders' Equity$1.18B$1.56B$1.25B$1.21B$1.18B$1.21B$1.19B$1.17B$1.12B$1.10B
Retained Earnings$1.11B$1.04B$1.00B$969.40M$935.40M$974.90M$956.90M$947.80M$910.00M$910.60M

Cash Flow

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '23Q2 '23
Operating Cash Flow--($44.90M)--($18.60M)--($18.70M)-
Investing Cash Flow--($23.80M)--($5.30M)--($11.60M)-
Financing Cash Flow--$51.10M--($9.10M)--$38.70M-
CapEx$8.50M$7.40M$8.70M--$7.90M--$9.10M-
Free Cash Flow--($53.60M)--($26.50M)--($27.80M)-

Ratios

MetricQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '23Q2 '23
Profitability
Gross margin----------
Operating margin----------
EBITDA margin----------
Net margin----------
Free cash flow margin----------
FCF / Net income---1.56---1.47--46.33-
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate27.0%28.1%26.8%--27.7%24.9%31.7%-26.9%
Return on assets2.0%1.1%1.2%-1.1%-0.3%0.6%0.9%0.7%-0.0%1.2%
Return on equity5.8%2.2%2.8%-2.5%-0.8%1.5%2.0%1.2%-0.1%2.0%
Return on invested capital-0.4%-0.6%1.5%-------
Liquidity
Current ratio2.702.842.912.722.823.062.982.903.073.12
Quick ratio1.231.311.311.261.391.451.411.331.511.49
Cash ratio0.120.130.150.170.150.110.180.160.180.19
Leverage
Debt / Equity0.750.610.820.800.860.810.830.240.270.25
Debt / Assets0.270.290.350.340.360.350.360.140.160.15
Debt / EBITDA--16.81-------
Interest coverage-0.6x-1.2x2.5x-------
Equity multiplier2.822.082.352.352.422.302.331.731.741.67
Liabilities / Assets--------0.00-
Efficiency
Asset turnover----------
Inventory turnover0.720.700.700.690.700.730.600.680.73-
Days sales outstanding----------
Days inventory outstanding507d521d519d530d518d502d605d536d500d-
Days payable outstanding171d195d189d198d186d173d197d184d181d-
Cash conversion cycle----------
Valuation
P / E68.5x92.5x79.6x--131.6x106.0x171.2x-78.3x
P / B3.9x2.0x2.2x1.8x0.0x1.9x2.1x2.0x1.9x1.6x
P / S----------
EV / EBITDA--60.2x-------
Growth
Revenue growth (YoY)----------
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)17.5%22.0%14.1%24.4%19.4%-20.5%17.0%56.8%9.4%
Operating income growth (YoY)----------
Net income growth (YoY)--91.1%---5.8%-35.8%-8.2%
EPS growth (YoY)--90.0%---4.7%-37.1%-10.3%
EPS CAGR (3y)40.2%12.0%---16.0%42.8%-21.0%-17.0%
EPS CAGR (5y)16.7%31.4%---30.9%27.4%---
FCF growth (YoY)---102.3%-------
FCF CAGR (5y)----------
Book value growth (YoY)0.0%28.9%3.2%1.8%1.3%-8.3%9.4%13.5%6.2%

Peer comparison

Same SIC group: Aircraft & Parts

CompanyRevenue (last FY)Net marginROE
TXT$14.80B6.2%11.7%
TGI$1.26B3.2%-53.5%

Comparing AAR CORP against the 2 most active filers in the same SIC group.

Dividends

$0.00/share trailing 12 months

Ex-datePer share
Mar 27, 2020$0.0750
Jan 2, 2020$0.0750
Oct 4, 2019$0.0750
Jul 18, 2019$0.0750
Apr 30, 2019$0.0750
Jan 25, 2019$0.0750
Oct 19, 2018$0.0750
Jul 19, 2018$0.0750
Apr 30, 2018$0.0750
Jan 19, 2018$0.0750
Oct 20, 2017$0.0750
Jul 19, 2017$0.0750
Apr 27, 2017$0.0750
Jan 19, 2017$0.0750
Oct 20, 2016$0.0750
Jul 20, 2016$0.0750
Apr 27, 2016$0.0750
Jan 26, 2016$0.0750
Oct 26, 2015$0.0750
Jul 24, 2015$0.0750
Apr 27, 2015$0.0750
Jan 26, 2015$0.0750
Oct 17, 2014$0.0750
Jul 24, 2014$0.0750