AAR CORP — Form 8-K
Filed September 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
AAR Corp announced a definitive agreement to acquire a 65% controlling interest in MRO Holdings (counterparty and purchase price not disclosed in this filing). In Q1 FY27 (ended Aug 31, 2026), AAR reported sales of $918.0M (+24% YoY), adjusted diluted EPS of $1.49 (+38% YoY), and adjusted EBITDA of $116.5M (+34% YoY). Net leverage improved to 1.81x. Guidance raised for full-year FY27 sales growth to low teens (vs. prior low double-digits to low teens).
Why this rating
Transformational acquisition at ~$3.2B market cap adds strategic heavy maintenance capability; concurrent strong organic Q1 growth (+10.8%) and margin expansion support execution. Material but not yet transformational until close/integration proves successful.
Price action (we called it positive)
before filing · preread $115.10 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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