Lodestar

AIR

AAR CORP
NYSEAircraft & PartsLatest fiscal year ended May 31, 2026

AAR CORP reported revenue of $3.31B in its most recent fiscal year, up 19.0% on the year before. It kept 5.7% of that as net income, and generated $62.10M of free cash flow. Figures below are compared against other companies classified under Aircraft & Parts.

Grades vs. industry

No grades available. Grades compare a company against others sharing its industry classification, and this one does not have enough classified peers with reported figures to support a meaningful comparison.

Growth

MetricCompanyIndustry medianRank
Revenue growth (YoY)
Latest fiscal year revenue vs. the year before.
19.0%——
Revenue growth (3y)
Annualized revenue growth over three fiscal years.
18.4%——
Revenue growth (5y)
Annualized revenue growth over five fiscal years.
14.9%——
EPS growth (YoY)
Diluted EPS vs. the prior fiscal year.
1288.6%——
EPS growth (3y)
Annualized diluted EPS growth over three fiscal years.
24.3%——
EPS growth (5y)
Annualized diluted EPS growth over five fiscal years.
37.2%——
Free cash flow growth (YoY)
Operating cash flow less capital expenditure, vs. prior year.
4335.7%——
Free cash flow growth (3y)
Annualized free cash flow growth over three fiscal years.
Not reported——

“Not reported” means the company did not tag this figure in its filing, not that the value is zero. Rankings are hidden where fewer than 5 classified peers reported the metric, and compare against a broad industry code rather than close competitors.

Profitability

MetricCompanyIndustry medianRank
Gross margin
Gross profit as a share of revenue. Often unreported.
18.8%——
Operating margin
Operating income as a share of revenue.
Not reported——
Net margin
Net income as a share of revenue.
5.7%——
Free cash flow margin
Free cash flow as a share of revenue.
1.9%——
Return on equity
Net income divided by shareholder equity.
11.0%——
Return on assets
Net income divided by total assets.
5.6%——
Return on invested capital
After-tax operating profit over debt plus equity less cash.
Not reported——

“Not reported” means the company did not tag this figure in its filing, not that the value is zero. Rankings are hidden where fewer than 5 classified peers reported the metric, and compare against a broad industry code rather than close competitors.

Financial health

MetricCompanyIndustry medianRank
Debt to equity
Total debt divided by shareholder equity.
0.52x——
Current ratio
Current assets over current liabilities.
2.84x——
Quick ratio
Current assets excluding inventory, over current liabilities.
1.24x——
Interest coverage
Operating income divided by interest expense.
Not reported——
Net debt to EBITDA
Net debt over derived EBITDA. EBITDA is not a GAAP tag; it is computed.
Not reported——

“Not reported” means the company did not tag this figure in its filing, not that the value is zero. Rankings are hidden where fewer than 5 classified peers reported the metric, and compare against a broad industry code rather than close competitors.

Debt figures can be understated where a filer splits borrowings across XBRL tags this site does not match.

Dividend record

What the dividend has actually done, not a prediction of what it will do. Changes are checked against total dollars paid so that stock splits are not mistaken for cuts.

Years paying
7
since 2011 in this data
Consecutive increases
None
most recent year was not an increase
Reductions
None
in the years covered
Latest per share
$0.30
fiscal 2019

Dividend history is limited to what companies have filed in machine-readable form, which generally begins around 2009. A company may have paid or raised its dividend for far longer than shown here.

Insider activity

Trades reported by officers, directors and 10% shareholders on SEC Form 4. None of the last 11 reported transactions were open-market purchases — grants, option exercises and sales make up the majority of insider filings at most companies.

DateInsiderTransactionSharesPriceValue
Oct 20, 2026
Lord Ellen M.
Director
Open-market sale4,241$100.24$425.1K
Aug 31, 2026
WALFISH MARC JAY
Director
Grant or award(derivative)300$129.29$38.8K
Aug 31, 2026
LEDUC ROBERT F
Director
Grant or award(derivative)122$129.29$15.8K
Jul 31, 2026
Holmes John McClain III
Chairman, President & CEO
Withheld for tax34,143$140.04$4.78M
Jul 31, 2026
Jessup Christopher A.
Senior Vice President-CCO
Withheld for tax7,098$140.04$994.0K
Jul 31, 2026
Holmes John McClain III
Chairman, President & CEO
Withheld for tax6,220$140.04$871.0K
Jul 31, 2026
Garascia Jessica A.
Senior VP, GC, CAO & Secretary
Withheld for tax5,635$140.04$789.1K
Jul 31, 2026
Pachapa Eric
VP-CAO & Controller
Withheld for tax3,365$140.04$471.2K
Jul 31, 2026
Jessup Christopher A.
Senior Vice President-CCO
Withheld for tax1,294$140.04$181.2K
Jul 31, 2026
Garascia Jessica A.
Senior VP, GC, CAO & Secretary
Withheld for tax1,028$140.04$144.0K
Jul 31, 2026
Pachapa Eric
VP-CAO & Controller
Withheld for tax614$140.04$86.0K

A dash under price or value means none was reported, which is normal for grants and gifts — it does not mean the shares were free. Option exercises and awards are compensation arriving on a schedule, not a judgement about the stock.

Annual financials

Fiscal year2026202520242023202220212020201920182017
Revenue$3.31B$2.78B$2.32B$1.99B$1.82B$1.65B$2.07B$2.05B$1.75B$1.59B
Gross profit$622.00M$527.70M$442.30M$370.10M$313.20M$275.90M$269.20M$329.80M$294.10M$263.40M
Net income$187.70M$12.50M$46.30M$90.20M$78.70M$35.80M$4.40M$7.50M$15.60M$56.50M
EPS (diluted)$4.86$0.35$1.29$2.53$2.17$1.00$0.13$0.21$0.41$1.64
Operating cash flow$98.70M$36.10M$43.60M$23.30M$75.20M$105.20M-$36.10M$67.40M$64.30M$21.80M
Capital expenditure$36.60M$34.70M$29.70M$29.50M$17.30M$11.30M$23.60M$17.40M$22.00M$25.20M
Free cash flow$62.10M$1.40M$13.90M-$6.20M$57.90M$93.90M-$59.70M$50.00M$42.30M-$3.40M
Total assets$3.36B$2.84B$2.77B$1.83B$1.57B$1.54B$2.08B$1.52B$1.52B$1.50B
Shareholder equity$1.70B$1.21B$1.19B$1.10B$1.03B$974.40M$902.60M$905.90M$936.30M$914.20M
Total debt$893.90M$968.00M$985.40M$272.00M$100.00M$135.20M$602.00M$142.90M$178.90M$156.20M
Cash$84.00M$96.50M$85.80M$68.40M$53.50M$51.80M$404.70M$21.30M$31.10M$10.30M
Dividends per share———————$0.30$0.30$0.30

A dash means the figure was not tagged in that year’s filing. It does not mean zero. Figures reflect the most recent filing covering each period, so restated years show their restated values.

Source

Figures come from AAR CORP’s filings with the SEC, as submitted in XBRL. The most recent annual figures are from a 10-K filed Jul 22, 2026. View filings on EDGAR.

Not financial advice. This page presents figures reported to the SEC and compares them with other companies sharing an industry classification. It is not a recommendation to buy or sell anything, and the grades cannot capture everything that matters about a business. Industry classifications are coarse, filings are self-reported, and some figures are missing or understated where companies tag them in ways this site does not match. Do your own research.