AAR Corp's fourth quarter revenue of $928M beat estimates by 24.5%, capping a strong fiscal year 2026.

AAR Corp. reported fourth quarter fiscal 2026 results, with revenue of $928.0 million and adjusted EPS of $1.53, significantly beating analyst expectations. For the full fiscal year 2026, the company reported sales of $3.3 billion, a 19% increase year-over-year, and adjusted EPS of $5.05.

Key Highlights

• Fourth quarter sales grew 23% year-over-year to $928.0 million, driven by a 31% increase in commercial customer sales.
• The Parts Supply segment was a key driver, with revenue increasing 39% year-over-year to $423.8 million.
• Adjusted diluted EPS for the quarter increased 32% to $1.53, while full-year adjusted EPS grew 29% to $5.05.
• The company guided for first quarter fiscal 2027 sales growth (excluding Legacy Commercial Programs) of 21% to 23%.