AAR Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
AAR Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−7.25%
vs ±9.8% implied · ×0.74
shaded = implied · ▲▼ = realized
AAR has 6 disclosed suppliers and 10 disclosed customers in SEC filings.
AAR Corp
98.34
SentenceSales to global government and defense customers (including sales to branches, agencies, and departments of the U.S. government) were $923.9 million (27.9% of consolidated sales), $804.3 million (28.9% of consolidated sales), and $681.0 million (29.4% of consolidated sales) in fiscal 2026, 2025, and 2024, respectively.
basisAIR FY2026 revenue $3.3B
AIR 10-Kaccession 0001104659-26-085459
SentenceOur sales to branches, agencies and departments of the U.S. government and its contractors were $787.8 million (23.8% of consolidated sales) in fiscal 2026 compared to $687.6 million (24.7% of consolidated sales) in fiscal 2025 (See Note 15 of Notes to Consolidated Financial Statements).
basisAIR FY2026 revenue $3.3B
AIR 10-Kaccession 0001104659-26-085459
SentenceSales to branches, agencies, and departments of the U.S. government and its contractors were $787.8 million (23.8% of consolidated sales), $687.6 million (24.7% of consolidated sales), and $576.1 million (24.8% of consolidated sales) in fiscal 2026, 2025, and 2024, respectively.
basisAIR FY2026 revenue $3.3B
AIR 10-Kaccession 0001104659-26-085459
SentenceIn our Parts Supply segment, we were awarded multiple distribution contracts including from Unison, Chromalloy, and Ontic and we extended our exclusive agreement with FTAI Aviation to provide used serviceable material ("USM") on the CFM56 engine platform through 2030.
AIR 10-Kaccession 0001410578-25-001475
SentenceIn our Parts Supply segment, we were awarded multiple distribution contracts including from Unison, Chromalloy, and Ontic and we extended our exclusive agreement with FTAI Aviation to provide used serviceable material ("USM") on the CFM56 engine platform through 2030.
AIR 10-Kaccession 0001410578-25-001475
SentenceWe have established formal distribution relationships with OEM suppliers of aircraft components, which are utilized by aircraft operators and aircraft repair and maintenance operations.
AIR 10-Kaccession 0001104659-26-085459
SentenceIn our Parts Supply segment, we were awarded multiple distribution contracts including from Unison, Chromalloy, and Ontic and we extended our exclusive agreement with FTAI Aviation to provide used serviceable material ("USM") on the CFM56 engine platform through 2030.
AIR 10-Kaccession 0001410578-25-001475
SentenceIn our Parts Supply segment, we were awarded multiple distribution contracts including from Unison, Chromalloy, and Ontic and we extended our exclusive agreement with FTAI Aviation to provide used serviceable material ("USM") on the CFM56 engine platform through 2030.
AIR 10-Kaccession 0001410578-25-001475
SentenceThe principal customers for our products and services are domestic and foreign passenger airlines, domestic and foreign cargo airlines, regional and commuter airlines, business and general aviation operators, OEMs, aircraft leasing companies, aftermarket aviation support companies, the DoW and its contractors, the DoS, and foreign military organizations or governments.
AIR 10-Kaccession 0001104659-26-085459
SentenceFor example, in conjunction with the U.S. exit from Afghanistan in fiscal 2022, we concluded our activities in Afghanistan under our DoS and DoD contracts.
AIR 10-Kaccession 0001410578-25-001475
SentenceIn our Parts Supply segment, we were awarded multiple distribution contracts including from Unison, Chromalloy, and Ontic and we extended our exclusive agreement with FTAI Aviation to provide used serviceable material ("USM") on the CFM56 engine platform through 2030.
AIR 10-Kaccession 0001410578-25-001475
SentenceFor example, in April 2025, the White House's Office of Management and Budget proposed to reduce the DoS's budget by nearly 50%, closing a number of overseas diplomatic missions, and reducing diplomatic staff, which has negatively impacted the available funding for our DoS contracts by $70 million in annual revenue for those contracts.
AIR 10-Kaccession 0001410578-25-001475
Sentencecustomized performance-based supply chain logistics programs in support of the U.S. Department of War ("DoW"), the U.S. Department of State ("DoS") and foreign governments
AIR 10-Kaccession 0001104659-26-085459
Expected move
No implied move.