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AAR Corp. (AIR) Q4 2026 Earnings Call Transcript
AAR NYSE: AIR reported record quarterly sales and stronger adjusted earnings for its fiscal 2026 fourth quarter, with management citing continued demand across aviation parts, repair and software offerings and progress integrating recent acquisitions.
WOOD DALE, Ill., July 21, 2026 /PRNewswire/ -- AAR CORP.
Farnborough Airshow opens on Monday with Boeing and Airbus pursuing aircraft deals and defence firms vying for a share of booming military budgets fuelled by wars in Ukraine and the Middle East.
AAR (AIR) possesses solid growth attributes, which could help it handily outperform the market.
AIR is expanding aircraft MRO capabilities through added maintenance capacity, repair services and global support as industry demand for sustainment grows.
The base case for a bull run and crude oil prices coming down center on the Strait of Hormuz staying open, says Kevin Mahn. Both are at risk with tensions flaring up once again between the U.S. and Iran.
Passengers are paying more to fly, but the carriers selling those tickets are not necessarily the ones collecting the profits. Facing rapidly aging fleets, operators are incurring higher maintenance bills.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.