AAR Corp. outlines Q2 sales growth of 7%-10% while targeting nearly 10% full-year organic growth
Sep. 23, 2025 6:44 PM ETAAR Corp. (AIR) StockAI-Generated Earnings Calls Insights
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Earnings Call Insights: AAR Corp. (AIR) Q1 2026
Management View
John Holmes, Chairman, President & CEO, highlighted a robust start to the fiscal year, emphasizing “17% organic adjusted sales growth” and significant progress in new parts distribution, which has averaged “more than 20% organic growth in each of the last 4 years.” Holmes
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Quick Insights
Exclusive distribution agreements, strong part supply growth, software expansion (Trax/Aerostrat), and new business wins are fueling the improved sales growth guidance.
While part supply and distribution are expected to maintain above-market and strong growth, USM margins are currently limited by tight supply, and management aims to further expand margins with improved supply and integration strategies.
Tight USM supply limiting margins, elevated net debt leverage from recent investments, and challenges in executing cross-selling and integration strategies pose risks to margin and cash flow goals.
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