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AAR Corp. (AIR)
NYSE:AIR
Earnings Data
Report Date
Jul 22, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.03Last Year’s EPS
0.88Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 27, 2025
|% Change Since: -16.40%
|Next Earnings Date:Jul 22, 2025
Earnings Call Sentiment|Positive
The earnings call reflected strong performance with record sales and significant margin improvements across key business segments, especially in Parts Supply and Repair & Engineering. However, there were some challenges in USM activities and a slight decline in Integrated Solutions sales. The divestiture of the Landing Gear business may impact future revenue.Company Guidance
During AAR Corp's third quarter earnings call for fiscal year 2025, the company provided robust guidance marked by impressive financial metrics. AAR achieved record sales of $678 million, a 20% year-over-year increase, and adjusted EBITDA rose by 39% to $81.2 million, resulting in an EBITDA margin increase from 10.3% to 12%. The company's adjusted earnings per share also grew 16% to $0.99 compared to the previous year. Notably, the Parts Supply segment saw a 12% sales increase to $271 million, while Repair & Engineering sales surged by 53% to $216 million. Despite a minor decline in Integrated Solutions sales, the segment's adjusted EBITDA improved by 11%. AAR successfully reduced its net debt leverage from 3.17 to 3.06 times, aligning with its disciplined capital allocation strategy. Looking ahead to the fourth quarter, AAR anticipates mid-single-digit year-over-year sales growth, with adjusted operating margins expected to range between 9.7% and 9.9%.Record Third Quarter Sales
Third quarter sales reached $678 million, marking a 20% year-over-year increase and setting a new third quarter sales record for the company.
Strong Growth in Aftermarket Services
Consolidated sales to commercial customers increased by 22% year-over-year, while sales to government customers grew by 15%.
Margin Improvement
Adjusted EBITDA rose by 39% to $81.2 million, with EBITDA margins increasing from 10.3% to 12% year-over-year.
Parts Supply Segment Performance
Parts Supply segment sales grew 12% to $271 million, with new parts Distribution activities experiencing 20% organic growth from the prior year.
Repair & Engineering Segment Growth
Sales increased 53% to $216 million, with adjusted EBITDA growing 110% from the same quarter last year, driven by the Product Support acquisition.
Integrated Solutions Segment Margin Improvement
Adjusted EBITDA for Integrated Solutions was 11% higher than the same period last year, with strong performance from Trax.
Net Debt Leverage Reduction
Reduced net debt leverage from 3.17 times to 3.06 times, despite a $56 million FCPA settlement payment.
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AIR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AIR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 27, 2025 | $68.35 | $57.14 | -16.40% |
| Jan 07, 2025 | $61.75 | $67.09 | +8.65% |
| Sep 23, 2024 | $69.10 | $65.99 | -4.50% |
| Jul 18, 2024 | $73.29 | $64.42 | -12.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does AAR Corp. (AIR) report earnings?
AAR Corp. (AIR) is schdueled to report earning on Jul 22, 2025, TBA Not Confirmed.
What is AAR Corp. (AIR) earnings time?
AAR Corp. (AIR) earnings time is at Jul 22, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AIR EPS forecast?
AIR EPS forecast for the fiscal quarter 2025 (Q4) is 1.03.
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