AAR Corp Q3 2026 Earnings Call

AAR Corp reported 25% growth in total sales and 31% growth in adjusted operating income for Q3 2026, driven by strong performance across Parts Distribution, Repair & Engineering, and Software platforms. The company highlighted successful integration of HAECO Americas, completion of Oklahoma City hangar expansion, and continued momentum in the Trax Software platform with expanding recurring revenue. Management discussed stable demand from commercial and government customers, with government operations representing 30% of sales and benefiting from increased U.S. military operational readiness initiatives.