AAR Beats Q4 Estimates, Guides for Strong FY27 Growth
AIR sits 94% above its 52-week low of $71.43.
Summary
AAR delivered a strong Q4, with adjusted EPS of $1.53 beating the $1.38 consensus and revenue of $928M topping the $893M estimate. Profit jumped to $50.7M from $34M a year ago, driven by a 39% surge in Parts Supply and 35% growth in repair, engineering, and software. The company issued upbeat guidance: Q1 FY27 sales growth of 21-23% excluding legacy commercial programs, and full-year FY27 growth in the low double-digits to low teens. This follows the May Investor Day where new three-year targets were unveiled, and the recent acquisition of Aircraft Reconfig Technologies. The beat and strong outlook reinforce the growth narrative, with the Parts Supply segment showing particular momentum.
At the time of this announcement, AIR was trading at $138.50 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $5.6B. The 52-week trading range was $71.43 to $146.75. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Dow Jones Newswires.