AIR · AAR Corp.

Summary

AAR Corp. hosted an Investor Day on May 12, 2026, posting a presentation on its website detailing strategic priorities, segment realignment, and FY2026 financial outlook.

Key takeaways

• Investor Day event held in New York City starting 8:30 a.m. ET, webcast on company website.
• Presentation by senior leadership on strategic priorities, growth initiatives, financial objectives.
• Q4 FY26 outlook: Total adj. sales growth 19%-21%, organic adj. sales growth 16%-18%, adj. operating margin 10.2%-10.5%.
• FY26 outlook: Organic adj. sales growth approaching 11%, total adj. sales growth approaching 19%.
• Fourth quarter FY26 segment realignment creates Government Solutions, Repair Engineering and Software, and Legacy Commercial Programs segments.
• Benefits include aligned core operations, better performance transparency, wind-down of low-return Commercial Programs, higher margins and ROIC.