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On November 2, 2026, AAR CORP. launched a proposed offering of $955 million senior notes due 2031 and $960 million senior notes due 2034 to qualified institutional buyers and certain non-U.S. persons.
AAR CORP. furnished an investor presentation for investor meetings, including forward-looking information about the pending MROH Acquisition under the September 28, 2026 Share Purchase Agreement with MROH Intermediate Holdco LLC and MRO Holdings.
AAR CORP. amended its revolving credit facility on October 23, 2026, increasing commitments to $1,375.0 million, extending maturity to the fifth anniversary of that date, and changing leverage, interest-coverage, pricing and acquisition-permission terms.
AAR agreed to acquire a 65% controlling interest in MRO Holdings at an implied enterprise value of approximately $4 billion, targeting adjusted EBITDA margins of 19% to 20% over the next three to four years.
AAR CORP. agreed to acquire 65% of MRO Panama for an estimated $1,819,174,310 cash and 5,783.894 preferred shares valued at $780,825,690, with an option for another 5%; PIPE gross proceeds are expected to be approximately $231,550,159.50.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. AAR posted strong Q1 FY27 results with 24% sales growth and 100bps margin expansion while unveiling a $4B agreement to acquire a 65% controlling interest in MRO Holdings that lifts pro forma revenue ~30%, expands adjusted EBITDA margin from ~12% to 16% (19-20% with synergies), and will be funded by $1B equity and $2.1B new debt pushing net leverage to ~3.6x at close.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average borrowing rate on our Amended Revolving Credit Facility | 5.34% | the first quarter of fiscal 2027 filing | — |
| Adjusted cash flows provided by operating activities non-GAAP | $56.5M | Three months ended August 31, 2026 | — |
| Adjusted diluted EPS non-GAAP | $1.49 | Q1 FY2027 | — |
| Adjusted EBITDA non-GAAP | $117M | Q1 FY2027 | — |
| Adjusted EBITDA margin non-GAAP | 12.7% | Q1 FY2027 | — |
| Adjusted net income non-GAAP | $60M | Three months ended August 31, 2026 | — |
| Adjusted operating income non-GAAP | $97M | Three months ended August 31, 2026 | — |
| Adjusted operating margin non-GAAP | 10.6% | Three months ended August 31, 2026 | — |
| Net debt non-GAAP | $780.5M | August 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total debt 885M
-104.5M Less: Cash and cash equivalents
= Net debt 780.5M
|
|||
| Net debt to Adjusted EBITDA non-GAAP | 1.81 | August 31, 2026 | — |
| Organic sales growth non-GAAP | 10.8% | Three months ended August 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP sales growth 24.1%
-13.3% Impact of acquisitions within the last twelve months
= Organic sales growth 10.8%
|
|||
| Average daily borrowings | $394.5M | fiscal 2026 filing | — |
| Average interest rate during the year | 5.8% | fiscal 2026 filing | — |
| Contract workers | 700 | fiscal 2026 filing | — |
| Employees in the United States | 5,400 | fiscal 2026 filing | — |
| Employees outside of the United States | 1,700 | fiscal 2026 filing | — |
| Employees worldwide | 7,100 | fiscal 2026 filing | — |
| Firm backlog | $777M | fiscal 2026 filing | — |
| Maximum amount borrowed | $650M | fiscal 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AIR
this stock
Aar Corp
|
$4.36B | +31.0% | +19.0% | 22.1 | 6.1% |
|
SPCX
Space Exploration Technologies Corp
|
$1.89T | — | — | — | 1.0% |
|
GE
General Electric Co
|
$342.88B | +7.7% | +18.5% | 38.3 | 1.2% |
|
RTX
RTX Corp
|
$267.97B | +8.3% | +17.1% | 32.2 | 1.0% |
|
EADSF
Airbus SE
|
$178.35B | -3.2% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
On November 2, 2026, AAR CORP. launched a proposed offering of $955 million senior notes due 2031 and $960 million senior notes due 2034 to qualified institutional buyers and certain non-U.S. persons.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AIR | -0.7% | +9.7% | -3.8% | +8.1% | +31.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -3.3% | +10.9% | -4.3% | +8.3% | +20.3% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
