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AAR Corp. (AIR) Tops Q2 EPS by 12c

January 6, 2026 4:08 PM

AAR Corp. (NYSE: AIR) reported Q2 EPS of $1.18, $0.12 better than the analyst estimate of $1.06. Revenue for the quarter came in at $795 million versus the consensus estimate of $758.73 million.

THIRD QUARTER AND FULL YEAR FY 2026 GUIDANCE

The Company is providing the following guidance for the third quarter and full year fiscal 2026. In addition to the guidance metrics provided in the prior quarter, the Company is including total sales growth expectations for the third quarter in order to provide additional clarity on the impact of recent acquisitions:

Third quarter FY 2026

As of January 6, 2026

Total sales growth

20% - 22%

Organic sales growth1

8% - 11%

Adjusted operating margin

9.8% - 10.1%

1 Organic sales growth reflects growth from prior year adjusted organic sales for the relevant period, which excludes Landing Gear sales and impact of acquisitions completed to date in FY26.

Full year FY 2026

Prior

As of September 23, 2025

Current

As of January 6, 2026

Total sales growth

n/a

Approaching 17%

Organic sales growth1

Approaching 10%

Approaching 11%

For earnings history and earnings-related data on AAR Corp. (AIR) click here.

Categories

Earnings Guidance