AAR CORP — Form 8-K
Filed September 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 78/100
What the filing says
AAR CORP is purchasing 65% equity interest (6,500 of 10,000 shares) of MRO Holdings, Inc. from MROH Intermediate Holdco LLC for approximately $4.0 billion enterprise value. Purchase price consists of: (i) estimated cash of ~$2.22B (after $22.5M escrow), plus/minus working capital and debt adjustments, and (ii) 5,783.894 shares of newly-created AAR Preferred Stock valued at $780,825,690 (~$135/share equivalent). Buyer has 65% option to purchase remaining 5% at formula price. Closing contingent on debt financing, regulatory approvals, and 15-business-day marketing period for debt offering.
Why this rating
Major M&A expanding AAR's MRO business 30%+ of market cap; transformational but manageable leverage; deal structure and financing appear sound.
Price action (we called it positive)
at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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