AIR · Aar Corp
$145.25
+1.86 (+1.30%)
At close · Aug 14
Market Cap
$5.79B
Shares
39.89M
Aar Corp Earnings Call Transcripts
Every quarterly earnings call for Aar Corp (AIR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼1.9%
$446.30M
$22.70M
'23 Q1
22-09-22
▲7.6%
$469.80M
$22.50M
'23 Q2
22-12-20
▲15.2%
$521.10M
$21.80M
'23 Q3
23-03-21
▲16.2%
$553.30M
$23.20M
'23 Q4
23-07-18
▲23.2%
$549.70M
−$600,000
'24 Q1
23-09-26
▲16.1%
$545.40M
$23.80M
'24 Q2
23-12-21
▲8.9%
$567.30M
$14.00M
'24 Q3
24-03-21
▲18.7%
$656.50M
$9.10M
'24 Q4
24-07-18
▲20.4%
$661.70M
$18.00M
'25 Q1
24-09-23
▲25.8%
$686.10M
−$30.60M
'25 Q2
25-01-07
▲19.5%
$678.20M
−$8.90M
'25 Q3
25-03-27
▲14.9%
$754.50M
$34.00M
'25 Q4
25-07-16
▲11.8%
$739.60M
$34.40M
'26 Q1
25-09-23
▲15.9%
$795.30M
$34.60M
'26 Q2
26-01-06
▲24.6%
$845.10M
$68.00M
'26 Q3
26-03-24
LATEST
▲23%
$928.00M
$50.70M
'26 Q4
26-07-21
Earnings call
FY26 · Q4
2026-07-21
Aar Corp Q4 FY2026 Earnings Call
Confident tone
Software platform (TRAX, Airvoyant, Aerostrat)
Organic and inorganic growth momentum
Margin expansion trajectory
Revenue
$928.00M*
▲ 23% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-06-03
2026 William Blair Growth Stock Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-03-24
Aar Corp Q3 FY2026 Earnings Call
Confident tone
Government and defense business
Parts supply and ADI integration
HACO Americas integration
Revenue
$845.10M
▲ 24.6% YoY Diluted EPS
$1.71
Gross margin
18.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-01-06
Aar Corp Q2 FY2026 Earnings Call
Confident tone
Repair & Engineering / Heavy Maintenance
Parts Supply & New Parts Distribution Growth
Strategic Acquisitions (ADI, HAYCO)
Revenue
$795.30M
▲ 15.9% YoY Diluted EPS
$0.90
Gross margin
19.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Capital Markets Day
Investor event
2025-12-05
December 2025 investor presentation
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-11-13
2025 Baird Global Industrial Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2025-09-23
Aar Corp Q1 FY2026 Earnings Call
Confident tone
Organic sales and profit growth
Engine aftermarket exposure
Trax software momentum and AeroStrat acquisition
Revenue
$739.60M
▲ 11.8% YoY Diluted EPS
$0.95
▲ 90% YoY Gross margin
18.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-09-17
2025 RBC Capital Markets Global Industrials Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2025-07-16
Aar Corp Q4 FY2025 Earnings Call
Confident tone
Trax software and Delta win
Parts Supply growth
Portfolio management and integration
Revenue
$754.50M*
▲ 14.9% YoY Gross margin
19.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-03-27
Aar Corp Q3 FY2025 Earnings Call
Revenue
$678.20M
▲ 19.5% YoY Diluted EPS
$-0.25
▼ 164.1% YoY Gross margin
19.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-01-07
Aar Corp Q2 FY2025 Earnings Call
Confident tone
Aftermarket parts demand and organic growth
Margins and profitability
Repair and engineering / product support integration
Revenue
$686.10M
▲ 25.8% YoY Diluted EPS
$-0.87
▼ 229.9% YoY Gross margin
18.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-09-23
Aar Corp Q1 FY2025 Earnings Call
Revenue
$661.70M
▲ 20.4% YoY Diluted EPS
$0.50
Gross margin
17.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-07-18
Aar Corp Q4 FY2024 Earnings Call
Revenue
$656.50M*
▲ 18.7% YoY Gross margin
19.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-03-21
Aar Corp Q3 FY2024 Earnings Call
Confident tone
Parts Supply / Commercial Distribution
Triumph Product Support Acquisition
Trax Digital / eMRO
Revenue
$567.30M
▲ 8.9% YoY Diluted EPS
$0.39
▼ 37.1% YoY Gross margin
19.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-12-21
Aar Corp Q2 FY2024 Earnings Call
Revenue
$545.40M
▲ 16.1% YoY Diluted EPS
$0.67
▲ 4.7% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-09-26
Aar Corp Q1 FY2024 Earnings Call
Revenue
$549.70M
▲ 23.2% YoY Diluted EPS
$-0.02
▼ 103.2% YoY Gross margin
18.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-07-18
Aar Corp Q4 FY2023 Earnings Call
Revenue
$553.30M*
▲ 16.2% YoY Gross margin
19.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-03-21
Aar Corp Q3 FY2023 Earnings Call
Revenue
$521.10M
▲ 15.2% YoY Diluted EPS
$0.62
▼ 1.6% YoY Gross margin
18.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-12-20
Aar Corp Q2 FY2023 Earnings Call
Revenue
$469.80M
▲ 7.6% YoY Diluted EPS
$0.64
▲ 10.3% YoY Gross margin
18.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-09-22
Aar Corp Q1 FY2023 Earnings Call
Revenue
$446.30M
▼ 1.9% YoY Diluted EPS
$0.63
▲ 96.9% YoY Gross margin
18.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-07-21
Aar Corp Q4 FY2022 Earnings Call
Revenue
$476.10M*
▲ 8.8% YoY Gross margin
18.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-03-22
Aar Corp Q3 FY2022 Earnings Call
Revenue
$452.20M
▲ 10.2% YoY Diluted EPS
$0.63
▼ 20.3% YoY Gross margin
17.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-12-21
Aar Corp Q2 FY2022 Earnings Call
Revenue
$436.60M
▲ 8.2% YoY Diluted EPS
$0.58
▲ 152.2% YoY Gross margin
18.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-09-23
Aar Corp Q1 FY2022 Earnings Call
Revenue
$455.10M
▲ 13.5% YoY Diluted EPS
$0.32
Gross margin
14.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-07-20
Aar Corp Q4 FY2021 Earnings Call
Revenue
$437.60M*
▲ 5.1% YoY Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-03-23
Aar Corp Q3 FY2021 Earnings Call
Revenue
$410.30M
▲ 4086.7% YoY Diluted EPS
$0.79
▲ 1216.7% YoY Gross margin
21.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-12-17
Aar Corp Q2 FY2021 Earnings Call
Revenue
$403.60M
▼ 28% YoY Diluted EPS
$0.23
▼ 42.5% YoY Gross margin
17.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-09-24
Aar Corp Q1 FY2021 Earnings Call
Revenue
$400.80M
▼ 26% YoY Diluted EPS
$-0.42
▼ 423.1% YoY Gross margin
12.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-07-21
Aar Corp Q4 FY2020 Earnings Call
Revenue
$416.50M
▼ 26% YoY Diluted EPS
$-0.47
▼ 172.3% YoY Gross margin
8.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-03-24
Aar Corp Q3 FY2020 Earnings Call
Revenue
$9.80M
▼ 98.1% YoY Diluted EPS
$0.06
Gross margin
666.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2019-11-30
Aar Corp Q2 FY2020 Earnings Call
Revenue
$560.90M
▲ 13.7% YoY Diluted EPS
$0.40
▲ 100% YoY Gross margin
15.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–31 of 31 earnings calls
Key facts
CIK
1750
CUSIP
000361105
13F (30d)
393 filings
368 filers
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