What was AAR CORP's revenue in fiscal 2026?

AAR CORP reported revenue of $3.31B for fiscal 2026, up 19.0% from fiscal 2025.

What is AAR CORP's diluted EPS?

Diluted EPS was $4.86, up 1288.6% from the prior year.

Are AAR CORP insiders buying or selling shares?

Over the past 12 months, insiders reported 23 open-market sales totalling $27.1M on Form 4.

Which institutions hold AAR CORP stock?

601 institutions reported holding AAR CORP shares in 13F filings for the quarter ended June 30, 2026; the largest reported position was BlackRock, Inc.'s.

Overview

AAR CORP

AIRNYSEIndustrialsAircraft & PartsCIK 0000001750

Latest 10-K: FY2026, filed Jul 22, 2026 · Open the 10-K (Inline XBRL) ↗

Ask about AIR in Workspace

Revenue: $3.31B; 19.0%YoYup from FY2025; TotalRevenue
Gross profit: $0.62B; 17.9%YoYup from FY2025; GrossProfit
Net income: $0.19B; 1401.6%YoYup from FY2025; NetIncome
Diluted EPS: $4.86; 1288.6%YoYup from FY2025; EPSDiluted
Diluted shares: 38.4M; 7.3%YoYup from FY2025; WeightedAvgSharesDiluted

At a glance

Growth

AAR CORP reported revenue of $3.31B for fiscal 2026, up 19.0% from fiscal 2025.
Revenue grew faster than the median S&P 500 member in 3 of the last 4 fiscal years.

Profitability

Net margin was 5.7%.

Per share

Diluted EPS was $4.86, up 1288.6% from the prior year.

Insiders & holders

Over the past 12 months, insiders reported 23 open-market sales totalling $27.1M on Form 4.
601 institutions reported holding AAR CORP shares in 13F filings for the quarter ended June 30, 2026; the largest reported position was BlackRock, Inc.'s.

Written from the filed figures on this page by fixed rules — no AI.

Data as of Oct 25, 2026 · Sources: SEC EDGAR 10-K, Form 4, 13F

Quick answers

What was AAR CORP's revenue in fiscal 2026?: AAR CORP reported revenue of $3.31B for fiscal 2026, up 19.0% from fiscal 2025.
What is AAR CORP's net margin?: Net margin was 5.7%.
What is AAR CORP's diluted EPS?: Diluted EPS was $4.86, up 1288.6% from the prior year.
Are AAR CORP insiders buying or selling shares?: Over the past 12 months, insiders reported 23 open-market sales totalling $27.1M on Form 4.
Which institutions hold AAR CORP stock?: 601 institutions reported holding AAR CORP shares in 13F filings for the quarter ended June 30, 2026; the largest reported position was BlackRock, Inc.'s.

Data as of Oct 25, 2026 · Sources: SEC EDGAR 10-K

Financial statements

Annual figures from the 10-K, most recent fiscal year first.

Income Statement

5 annual periods

Chip: YoY change.

Income Statement, annual, newest fiscal year first. 4Y CAGR: compound annual growth from the oldest to the newest year shown. Muted line: S&P 500 median change. Line under a label: how many S&P 500 companies its median rests on.
Line item	FY2026	FY2025	FY2024	FY2023	FY2022	4Y CAGR
Revenue	$3.31B19.0%up	$2.78B19.9%up S&P 500 6.4%	$2.32B16.5%up S&P 500 4.5%	$1.99B9.4%up S&P 500 4.8%	$1.82B10.1%up S&P 500 10.3%	16.1%
Gross Profit Median of 315 / 498	$622.00M17.9%up	$527.70M19.3%up S&P 500 6.8%	$442.30M19.5%up S&P 500 5.5%	$370.10M18.2%up S&P 500 5.2%	$313.20M13.5%up S&P 500 8.3%	18.7%
Operating Income Median of 373 / 498	—	—	—	—	—	—
Net Income	$187.70M1401.6%up	$12.50M73.0%down S&P 500 4.8%	$46.30M48.7%down S&P 500 5.7%	$90.20M14.6%up S&P 500 1.9%	$78.70M119.8%up S&P 500 1.3%	24.3%
EPS (Diluted)	$4.861288.6%up	$0.3572.9%down S&P 500 6.2%	$1.2949.0%down S&P 500 7.9%	$2.5316.6%up S&P 500 1.9%	$2.17117.0%up S&P 500 1.5%	22.3%

Balance Sheet

5 annual periods

Chip: YoY change.

Balance Sheet, annual, newest fiscal year first. 4Y CAGR: compound annual growth from the oldest to the newest year shown. Muted line: S&P 500 median change. Line under a label: how many S&P 500 companies its median rests on.
Line item	FY2026	FY2025	FY2024	FY2023	FY2022	4Y CAGR
Total Assets	$3.36B18.0%up	$2.84B2.7%up S&P 500 5.6%	$2.77B51.1%up S&P 500 3.4%	$1.83B16.5%up S&P 500 4.1%	$1.57B2.2%up S&P 500 2.2%	20.8%
Total Liabilities Median of 357 / 498	—	—	—	—	—	—
Stockholders' Equity	$1.70B40.6%up	$1.21B1.8%up S&P 500 6.8%	$1.19B8.3%up S&P 500 5.4%	$1.10B6.2%up S&P 500 7.3%	$1.03B6.2%up S&P 500 2.5%	13.3%
Cash & Equivalents	$84.00M13.0%down	$96.50M12.5%up S&P 500 5.2%	$85.80M25.4%up S&P 500 1.9%	$68.40M27.9%up S&P 500 6.7%	$53.50M3.3%up S&P 500 -8.6%	11.9%
Total Debt Median of 393 / 498	$893.90M^†7.7%down	$968.00M^†1.8%down S&P 500 2.3%	$985.40M^†262.3%up S&P 500 0.1%	$272.00M172.0%up S&P 500 0.1%	$100.00M26.0%down S&P 500 0.1%	72.9%

† Sum of short-term and long-term debt; the company files no total-debt line.

Cash Flow Statement

5 annual periods

Chip: YoY change.

Cash Flow Statement, annual, newest fiscal year first. 4Y CAGR: compound annual growth from the oldest to the newest year shown. Muted line: S&P 500 median change. Line under a label: how many S&P 500 companies its median rests on.
Line item	FY2026	FY2025	FY2024	FY2023	FY2022	4Y CAGR
Operating Cash Flow	$98.70M173.4%up	$36.10M17.2%down S&P 500 6.3%	$43.60M87.1%up S&P 500 4.8%	$23.30M69.0%down S&P 500 9.9%	$75.20M28.5%down S&P 500 -0.7%	7.0%
Capital Expenditures	$36.60M5.5%up	$34.70M16.8%up S&P 500 5.4%	$29.70M0.7%up S&P 500 2.8%	$29.50M70.5%up S&P 500 11.3%	$17.30M53.1%up S&P 500 14.0%	20.6%
Free Cash Flow Median of 378 / 498	$62.10M4335.7%up	$1.40M89.9%down S&P 500 7.3%	$13.90Mn/m S&P 500 6.1%	negative: -$6.20M110.7%down S&P 500 8.8%	$57.90M38.3%down S&P 500 -11.3%	1.8%

n/m: not meaningful — the base (the prior year, or the first year for the CAGR) was zero or negative, or a per-share figure’s share basis changed (stock split). “—” means the figure is not available.

S&P 500 median = median of the companies in the index on Dec 31 of each fiscal year, from their own 10-K filings; a change counts only companies whose prior year was positive. Each median uses every member that reports the line item; where fewer than 80% do (banks and insurers file no gross profit), the row names how many. Published where at least 250 companies report it. Updated 2026-10-20. This compares reported figures, not share-price returns. Methodology

Ratios & valuation

FY2026

Every ratio read two ways: Wall Street’s popular formula and the value investor’s stricter one. Same question, same unit. Pick a ratio.

Valuation · Earnings yield

What a dollar of market value earned

4.3%

Wall Street

on net earnings

FY2025 0.6%

1.4%

Value investor

on free cash flow

FY2025 0.1%

Gap −2.9 pts: Value-investor figure 2.9 points lower

How it’s calculated

Wall Street · on net earnings

Diluted EPS ÷ fiscal-year-end share price (1 ÷ P/E)

pe_ratio (ratio table)

P/E 23.2×

Value investor · on free cash flow

(Operating cash flow − capital expenditures) ÷ market capitalisation (fiscal-year-end close × weighted-average diluted shares)

free cash flow ÷ market cap

Each ratio measures one thing two ways, in the same unit: the popular formula, then a stricter one, so a lower figure is the stricter reading. Gap = value-investor figure minus Wall Street figure, from the figures shown.

Price-based ratios use the fiscal-year-end closing price. Free cash flow = operating cash flow − capital expenditures (we compute it; filings rarely report it). n/m = not meaningful (denominator ≤ 0); “—” = not reported. Each ratio’s formulas are under “How it’s calculated”.

Cash & capital allocation

Where the cash went in FY2026, from the 10-K cash flow statement.

Operating cash flow: $98.70M
Capex: $36.60M
Free cash flow: $62.10M
R&D: —
Buybacks: —
Dividends: —
Debt repaid: —
Debt issued: $153.00M
Net debt change: —

Uses of operating cash flow, FY2026

Capex37.1%

Each use is shown against operating cash flow on its own; the uses overlap.

Free cash flow by year

FY21$93.90M
FY22$57.90M
FY23-$6.20M
FY24$13.90M
FY25$1.40M
FY26$62.10M

Buybacks by year

FY21—
FY22$42.40M
FY23$50.10M
FY24$5.10M
FY25$10.10M
FY26—

Smart money

Who is trading and holding AAR CORP, from Form 4, 13F and 13D/13G filings.

Insiders

Insider activity · past 12 months

Open-market trades reported on Form 4 in the past 365 days.

Buys: 0; none reported
Sales: 23; 7 insiders
Value sold: $27.1M
Shares sold: 270,691
Net shares: -270,691; bought minus sold
Last trade: Oct 20, 2026

Purchases 0% of valueSales 100% of value

Latest open-market insider trades from Form 4
Insider	Type	Date	Shares	Price	Value	Filing
Lord Ellen M.Director	Sell	Oct 20, 2026	4,241	$100.24	$425,129	View filing on SEC EDGAR
Holmes John McClain IIIChairman, President & CEO	Sell	Mar 27, 2026	2,225	$107.60	$239,410	View filing on SEC EDGAR
Holmes John McClain IIIChairman, President & CEO	Sell	Mar 27, 2026	23,950	$107.60	$2,577,020	View filing on SEC EDGAR

See plans

Open-market purchases (code P) and sales (code S) only. Grants, option exercises and tax withholding are excluded. Sales may be made under pre-arranged Rule 10b5-1 plans.

Ownership

Largest institutional holders

13F

Quarter ended Jun 30, 2026; change versus Mar 31, 2026.

Institutions reporting: 601
Top 3 hold: 25.3%; of 38.40M diluted shares, FY2026 10-K

Top 3 holders, share of diluted sharesof 100%

BlackRock, Inc.12.2%
4,682,077 sh · $669.2MNo prior-quarter match13F-HR · Jun 30, 2026 on SEC EDGAR
STATE STREET CORP7.4%
2,834,085 sh · $405.1MAdded 9.5%13F-HR · Jun 30, 2026 on SEC EDGAR
Vanguard Portfolio Management5.7%
2,182,385 sh · $311.9MAdded 2.5%13F-HR · Jun 30, 2026 on SEC EDGAR

See plans

Some filers' amendments could not be read, so a few holders may be counted twice.

Bars: share of diluted shares on a shared scale; the tick marks 5%. 13F filings are due 45 days after quarter end, so this is the latest fully reported quarter. Amended filings are counted once.

Blockholders, 5% and over

13D/G

SC 13D / 13G, latest filing per filer.

Filers at 5%+: 5
Combined: 38.4%; sum of latest filings
Activist (13D): 0

5%+ filers, share of the class as filedof 100%

BlackRock, Inc.16.1%
Passive · 13GLast filed 1 yr agoSC 13G/A · Nov 8, 2024 on SEC EDGAR
STATE STREET CORPORATION6.5%
Passive · 13GSC 13G · May 12, 2026 on SEC EDGAR
Vanguard Portfolio Management5.4%
Passive · 13GSC 13G · Apr 28, 2026 on SEC EDGAR

See plans

No filer switched from a passive 13G to an activist 13D in the last 365 days.

Percent of the class as each filer last reported it; filings older than a year may no longer reflect the stake. Latest filing per filer within three years; a later filing reporting 0% removes the filer.

Full history, every insider and 13F filer, 13D/G activist stakes, and webhooks are on Institutional.

See Institutional

Smart money

Showing the most recent 5 annual periods. Get longer history on the Pro plan, or the full history (1993–present) plus the smart-money dataset and webhooks on Institutional.

Restatement Radar

6 numbers AAR CORP later changed — same XBRL tag, both filings linked.

numbers changed: 6
restating filings: 4
came with an amendment or a non-reliance notice: 0

Jul 15, 2015 · 10-K
changed 2 numbers
No amendment filed
Open filing
- Gross profitFY 2013$314.2M restated to $259.5M−17.4%
  As reported · Jul 26, 2013us-gaap:GrossProfit
- Total revenueQ1 2013$514.5M restated to $429.8M−16.5%
  As reported · Sep 25, 2013us-gaap:SalesRevenueNetAny P/S built on the original was 19.7% too low.
Jul 13, 2016 · 10-K
changed 2 numbers
No amendment filed
Open filing
- Total revenueQ2 2014$490M restated to $403.3M−17.7%
  As reported · Dec 19, 2014us-gaap:SalesRevenueNetAny P/S built on the original was 21.5% too low.
- Gross profitQ1 2014$75.3M restated to $62.4M−17.1%
  As reported · Sep 24, 2014us-gaap:GrossProfit
Jul 12, 2017 · 10-K
changed 1 number
No amendment filed
Open filing
- Gross profitFY 2015$159.3M restated to $130.8M−17.9%
  As reported · Jul 15, 2015us-gaap:GrossProfit
Dec 19, 2018 · 10-Q
changed 1 number
No amendment filed
Open filing
- Gross profitQ2 2017$20.9M restated to $70.7M+238.3%
  As reported · Dec 21, 2017us-gaap:GrossProfit

AIR is not the only one.

See every restatement we've found across the market — or get an alert the next time AIR revises a number.

Restatement Radar Alert me

Restatements are detected by comparing every vintage of a fact across all of AAR CORP's filings back to 1993. A revision is not by itself a sign of wrongdoing — companies re-file for many legitimate reasons. This list is not exhaustive: it shows AIR's most significant revisions, and a figure absent from it has not been certified as unrevised.

Peers, filings & research

Sector Peers

Uber Technologies, Inc

HONEYWELL INTERNATIONAL INC

Recent SEC filings

The six newest, periodic reports and 8-Ks together. Dates are SEC filing dates.

All filings on EDGAR

Six most recent SEC filings, newest first
Form	Filing	Filed	Document
8-K	Current report (material events) · Event dated Sep 28, 2026 0001104659-26-111482 · accepted 01:13 UTC	Sep 29, 2026	Open	Filed Sep 29, 2026 · 0001104659-26-111482
10-Q	Quarterly report · Quarter ended Aug 31, 2026 0001104659-26-111786 · accepted 16:51 UTC	Sep 29, 2026	Open	Filed Sep 29, 2026 · 0001104659-26-111786
8-K	Current report (material events) · Event dated Sep 28, 2026 0001104659-26-111403 · accepted 20:58 UTC	Sep 28, 2026	Open	Filed Sep 28, 2026 · 0001104659-26-111403
8-K	Current report (material events) · Event dated Sep 23, 2026 0001104659-26-110332 · accepted 18:20 UTC	Sep 24, 2026	Open	Filed Sep 24, 2026 · 0001104659-26-110332
10-K	Annual report · Fiscal year ended May 31, 2026 0001104659-26-085459 · accepted Jul 21, 21:36 UTC	Jul 22, 2026	Open	Filed Jul 22, 2026 · 0001104659-26-085459
10-Q/A	Quarterly report amendment · Quarter ended Aug 31, 1999 0000912057-00-018130 · accepted 12:00 UTC	Apr 14, 2000	Open	Filed Apr 14, 2000 · 0000912057-00-018130

“Open” goes to the Inline XBRL viewer when the filing has one, else the primary document. The accession opens the EDGAR index.

Research Reports

No published research on AIR yet.

Reports appear here as analysts publish research on this company — built with Valuein's agentic workflows on data pinned to its SEC filing. Be the first: run equity_research_brief on AIR and publish the result to your public profile.

Browse the research catalog Generate one with your agent

The data behind this page

27 tables, history 1993–present. Every figure above is a row you can query.

Fundamentals

Standardized financial facts, ratios and filings.

fact: 120.5Mrows
ratio: 5.3Mrows
filing: 2.35Mrows
entity: 19,888rows

292 standard concepts.

Built from these SEC forms

10-K
10-K/A
10-K405
10-KT
10-Q
10-Q/A
10-QT
20-F
20-F/A
40-F
40-F/A
8-K
8-K/A
6-K
6-K/A
S-1
S-3
S-4
S-11
F-1
F-3
F-4
POS AM
10-KSBsoon
10-QSBsoon
DEF 14Asoon
DEF 14Csoon
DEFA14Asoon
PRE 14Asoon
DEFM14Asoon
425soon
SC TO-Tsoon
SC TO-Isoon
SC 14D9soon
SC 13E3soon
CORRESPsoon
NT 10-Ksoon
NT 10-Qsoon
NT 20-Fsoon
N-PORT-Psoon

Smart money

Insider and institutional filings.

institutional_holding: 59.5Mrows
insider_transaction: 11.4Mrows
insider_filing: 5.2Mrows
insider_ownership: 1.33Mrows

78M+ smart-money rows in all.

Built from these SEC forms

Form 3
Form 3/A
Form 4
Form 4/A
Form 5
Form 5/A
13F-HR
13F-HR/A
13F-NT
13F-NT/A
SC 13D
SC 13D/A
SC 13G
SC 13G/A
Form 144
Form 144/A

One real fact row for AAR CORP

Fact receiptOperatingCashFlow

Operating cash flow · FY2026

$0.10B

98,700,000 USD

AAR CORP reported Operating cash flow of $98.7M for fiscal year 2026 in its 10-K filed Jul 22, 2026.

Fiscal period: 2026 FY
Period end: 2026-05-31
Form: 10-K
Filed: Jul 22, 2026
Entity (CIK): 0000001750

Provenance trail

Filed with the SEC
Form 10-K, filed Jul 22, 2026.
Accession 0001104659-26-085459
Open in the Inline XBRL viewer for 0001104659-26-085459
Reported in the filing
Operating cash flow for fiscal year 2026, the period ended 2026-05-31, in USD. Valuein maps the filed line to the standard concept OperatingCashFlow.
Stored as one fact row
Every channel returns this row with the same id.
fact_id 0069f2c6a34ca6a39809ce3bd7f074374ca4b164cd3b59ee633e42d8b5b25ddf
Shown on this page
The same $0.10B appears in the Cash Flow Statement and in Cash & capital allocation.

fact rowjson

{  "entity_id": "0000001750",  "standard_concept": "OperatingCashFlow",  "fiscal_year": 2026,  "fiscal_period": "FY",  "period_end": "2026-05-31",  "numeric_value": 98700000,  "unit": "USD",  "accession": "0001104659-26-085459",  "fact_id": "0069f2c6a34ca6a39809ce3bd7f074374ca4b164cd3b59ee633e42d8b5b25ddf"}

Get the same data

Get your free API key

bash

# Fact-level Parquet over HTTPS, every row traced to its filingcurl -H "Authorization: Bearer $VALUEIN_API_KEY" \  https://data.valuein.biz/v1/pro/fact/0000001750.parquet \  -o air.parquet

Read the API docs

Terminalbash

# The same tables in your notebooks and backtests; the free sample needs no token$ pip install valuein-sdk

Python

from valuein_sdk import ValueinClient with ValueinClient() as client:    sql = """        SELECT fiscal_year, numeric_value FROM fact        WHERE entity_id = '0000001750'          AND standard_concept = 'TotalRevenue'          AND fiscal_period = 'FY'    """    print(client.run_query(sql))

Install the SDK

bash

# Connect Claude or ChatGPT to the same facts, each with a fact_idhttps://mcp.valuein.biz/mcp Ask your agent:get_company_fundamentals AIR   # CIK 0000001750

Connect the MCP server

bash

# Ask in plain English; every figure comes back cited to its filingTell me about AIR: a quick, cited overview I can dig into.

Open AIR in Workspace

One token unlocks every channel. SDK docs · MCP docs

Cite this page

Data as of Oct 25, 2026. Canonical address: https://valuein.biz/data/AIR

APA-style text

Valuein. (2026, October 25). AAR CORP (AIR) financial statements, earnings power and smart-money summary [Data set]. Source: SEC EDGAR filings. https://valuein.biz/data/AIR

BibTeX

@misc{valuein_air_2026,
  author = {{Valuein}},
  title = {AAR CORP (AIR) financial statements, earnings power and smart-money summary},
  year = {2026},
  howpublished = {\url{https://valuein.biz/data/AIR}},
  note = {Data as of 2026-10-25; source: SEC EDGAR filings}
}

Open 10-K in SEC Inline XBRL viewer

10-K filed Jul 22, 2026 · accession 0001104659-26-085459

Agents: every figure Valuein's tools return carries a fact_id that traces to its SEC filing.

point-in-time · survivorship-free · every number traceable to its SEC filing

View AIR filings on SEC EDGAR

At a glance

Growth

Profitability

Per share

Insiders & holders

02Financial statements

Income Statement

Balance Sheet

Cash Flow Statement

Ratios & valuation

03Cash & capital allocation

Uses of operating cash flow, FY2026

Free cash flow by year

Buybacks by year

04Smart money

Insiders

Insider activity · past 12 months

Ownership

Largest institutional holders

Blockholders, 5% and over

Smart money

Jul 15, 2015 · 10-K

Jul 13, 2016 · 10-K

Jul 12, 2017 · 10-K

Dec 19, 2018 · 10-Q

06Peers, filings & research

Sector Peers

Recent SEC filings

Research Reports

07The data behind this page

Fundamentals

Built from these SEC forms

Smart money

Built from these SEC forms

One real fact row for AAR CORP

Provenance trail

Get the same data

08Cite this page

Insiders & holders

03Cash & capital allocation

Uses of operating cash flow, FY2026

Free cash flow by year

Buybacks by year

04Smart money

Insiders

Insider activity · past 12 months

Ownership

Largest institutional holders

Blockholders, 5% and over

Jul 15, 2015 · 10-K

Jul 13, 2016 · 10-K

Jul 12, 2017 · 10-K

Dec 19, 2018 · 10-Q

Sector Peers

Recent SEC filings

07The data behind this page

Fundamentals

Built from these SEC forms

Smart money

Built from these SEC forms

One real fact row for AAR CORP

Provenance trail

Get the same data

Financial statements

Cash & capital allocation

Smart money

Peers, filings & research

The data behind this page

Cite this page

Cash & capital allocation

Smart money

The data behind this page