Current Report · Items 2.02, 9.01 · 8-K

AAR Corp.

AIRNYSEEQUITYCurrent

Results of Operations and Financial Condition

Filed Sep 28, 2026Accepted Sep 28, 2026, 4:58 PM EDTCIK 1750Accession 0001104659-26-111403

Company context

AAR is a leading global aerospace and defense aftermarket solutions company with operations in over 20 countries. Headquartered in the Chicago area, AAR supports commercial and government customers through three primary operating segments: Parts Supply; Repair, Engineering, and Software; and Government Solutions. Additional information can be found at aarcorp.com.

Current securities

AIRNYSE · EQUITY · Current

Recent company filings

Registered securities in this filing

AAR CORP. · 8-K · Filed 2026-09-28

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common Stock, $1.00 par value

Symbol: AIR
Exchange: NYSE
Classification: COMMON
Status: Current

Filing context

Context: From2026-09-282026-09-28_us-gaap_CommonStockMember_exch_XCHI

Dimensions: us-gaap:StatementClassOfStockAxis

Common Stock, $1.00 par value

Symbol: AIR
Exchange: NYSE
Classification: COMMON
Status: Current

Filing context

Context: From2026-09-282026-09-28_us-gaap_CommonStockMember_exch_XNYS

Dimensions: us-gaap:StatementClassOfStockAxis

Accession 000110465926111403 · 2 registered-security cover members

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Disclosure sections

Items 2.02, 9.01

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Item 2.02Item 2.02 - Results of Operations

Item 2.02 Results of Operations and Financial Condition. On September 28, 2026, AAR CORP. (the “Company”) issued a press release reporting the Company’s financial results for the first quarter ended August 31, 2026. A copy of the Company’s press release is attached hereto as Exhibit 99.1. The information furnished under Item 2.02 of this Current Report on Form 8-K and the exhibit attached hereto shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. It may only be incorporated by reference in another filing under the Exchange Act or Securities Act of 1933, as amended, if such subsequent filing specifically references this Form 8-K.

Filed exhibits (1)

EX-99.1 (by filename) tm2626100d2_ex99-1.htm

Exhibit 99.1 AAR reports first quarter fiscal year 2027 results Wood Dale, Illinois, September 28, 2026 - AAR CORP. (NYSE: AIR) (the “Company” or “AAR”), a leading parts, repair, and software platform in the aviation aftermarket, reported today financial results for the fiscal year 2027 first quarter ended August 31, 2026. In a separate press release issued today, AAR announced it has entered into a definitive agreement to acquire a controlling interest in MRO Holdings. For additional information on the transaction, please refer to the transaction-specific press release and the investor presentation on the Investors section of AAR’s website. Due to this agreement, AAR's previously scheduled earnings conference call has been rescheduled to 7:00 AM CT on Tuesday, September 29, 2026. FIRST QUARTER FISCAL YEAR 2027 HIGHLIGHTS (As compared to Q1 FY2026) Sales of $918 million; increased 24% GAAP diluted EPS of $1.00 Adjusted diluted EPS of $1.49; increased 38% GAAP Net income of $40 million Adjusted EBITDA of $117 million; increased 34% Adjusted EBITDA margin increased from 11.7% to 12.7% “This was a very strong start to our fiscal year,” said John M. Holmes…

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