{
  "url": "https://struct.news/briefs/aar-grew-sales-24-but-11-more-shares-kept-eps-nearly-flat",
  "title": "AAR grew sales 24%, but 11% more shares kept EPS nearly flat",
  "summary": "Operating cash flow swung from negative $44.9 million to positive $55.8 million, even as inventory reached $1.0 billion.",
  "published_at": "2026-09-29T16:54:26.579707+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "AAR Corp.",
    "ticker": "AIR",
    "cik": "1104659",
    "sector": "Industrials",
    "industry": "Aerospace & Defense"
  },
  "source_filing": {
    "form": "10-Q",
    "filed": "2026-09-29",
    "accession": "0001104659-26-111786",
    "url": "https://www.sec.gov/Archives/edgar/data/1750/000110465926111786/air-20260831x10q.htm"
  },
  "comparison_filing": {
    "form": "10-Q",
    "filed": "2025-09-23",
    "url": "https://www.sec.gov/Archives/edgar/data/1750/000110465925092589/air-20250831x10q.htm"
  },
  "reported_figures": [
    {
      "group": "AAR's annual growth and share-count path",
      "label": "Revenue",
      "value": 3308000000,
      "display": "$3.3B",
      "unit": "usd",
      "period": "2026-05-31",
      "detail": null,
      "source": {
        "kind": "sec_filing",
        "label": "Filed company results",
        "form": "10-Q",
        "accession": "0001104659-26-111786",
        "filing_date": "2026-09-29"
      }
    },
    {
      "group": "AAR's annual growth and share-count path",
      "label": "Revenue YoY",
      "value": 18.971408020140256,
      "display": "+19.0%",
      "unit": "percent",
      "period": "2026-05-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001104659-26-111786",
        "filing_date": "2026-09-29"
      }
    },
    {
      "group": "AAR's annual growth and share-count path",
      "label": "Diluted share change",
      "value": 7.2625698324022325,
      "display": "+7.3%",
      "unit": "percent",
      "period": "2026-05-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001104659-26-111786",
        "filing_date": "2026-09-29"
      }
    },
    {
      "group": "AAR's annual growth and share-count path",
      "label": "Net margin",
      "value": 5.674123337363966,
      "display": "+5.7%",
      "unit": "percent",
      "period": "2026-05-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001104659-26-111786",
        "filing_date": "2026-09-29"
      }
    }
  ],
  "watch_next": [
    {
      "type": "demand",
      "statement": "Parts Supply sales rose 30.5%, with AAR attributing the increase to demand and growth from new and expanded distribution agreements.",
      "importance": "medium",
      "evidence": "Sales in the Parts Supply segment increased $97.0 million, or 30.5%, over the prior year quarter primarily due to a $42.6 million increase in sales in our new parts Distribution activities from increased demand and growth from new and expanded distribution agreements.",
      "source_date": "2026-09-29"
    },
    {
      "type": "interest_rates",
      "statement": "Interest expense fell as AAR cited lower interest rates and lower average borrowings.",
      "importance": "medium",
      "evidence": "Interest expense decreased $2.2 million in the first quarter of fiscal 2027 compared to the prior year quarter reflecting the impact of both lower interest rates and lower average borrowings.",
      "source_date": "2026-09-29"
    },
    {
      "type": "demand",
      "statement": "Government Solutions sales grew 3.7%, driven by higher Mobility Systems pallet volumes, while operating margin improved.",
      "importance": "medium",
      "evidence": "Sales in the Government Solutions segment increased $4.9 million, or 3.7%, over the prior year quarter primarily due to higher volumes across the Mobility Systems’ pallet product line.",
      "source_date": "2026-09-29"
    }
  ],
  "related_tickers": [
    "AIR"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}