Aar Corp stock: filings, catalysts and timeline
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FundamentalsWhat is this?HideBalanced
How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.
Source: SEC XBRL financial statements.
ValueWhat is this?HideToo few of the required measures on file
How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.
Source: SEC XBRL financial statements and end-of-day prices.
News flowWhat is this?HideBalanced
What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.
Source: SEC EDGAR 8-K filings and FDA approvals.
MomentumWhat is this?HideBalanced
The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.
Source: End-of-day prices.
SafetyWhat is this?HideBalanced
The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.
Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.
Discovery Gap: Very high (78/100) · Gap confidence 63/100
Documented progress is running well ahead of market attention.
Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.
What is this?Hide
How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.
Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.
How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.
Gap confidenceWhat is this?HideStrong 63/100How fully AIR could measure this Gap.
How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.
Evidence strengthWhat is this?HideStrong 65/100Support behind the full AIR read, not only the Gap.
How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.
This month at a glance
Evidence timeline
- Expected
Thu 7 Jan · expected 10-Q
Last year filed 7 Jan 2026.
Thu 22 Jul · expected 10-K
Last year filed 22 Jul 2026.
- Filed
Mon 2 Nov · 8-K
Tue 27 Oct · 8-K
News flow: Balanced 54 → Balanced 57Gap Very high · 61 → Very high · 78The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
Mon 26 Oct · 8-K
8-K · Items 1.01, 2.03 — Material agreement
AAR amended its revolving credit facility, increasing commitments to $1.375B (+$550M) and extending maturity to October 2031. The facility supports the pending MRO Holdings acquisition and provides enhanced financial flexibility.
News flow: Balanced 54 → Balanced 57Gap Very high · 62 → Very high · 79The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
Tue 29 Sep · 10-Q
Tue 29 Sep · 8-K
8-K · Items 1.01, 3.02 — Material agreement
AAR Corp entered into a definitive agreement to acquire 65% of MRO Panama for ~$2.6B in cash and preferred stock, with an option to acquire an additional 5%. Closing expected Q3 FY2027, subject to regulatory approvals and customary conditions.
Mon 28 Sep · 8-K
8-K · Item 2.02 — Results of operations
AAR reported Q1 FY2027 results with 24% sales growth to $918M, adjusted diluted EPS of $1.49 (up 38%), and adjusted EBITDA of $117M (up 34%). Simultaneously announced definitive agreement to acquire 65% controlling interest in MRO Holdings, a strategic move to accelerate integrated parts, repair, and software platform strategy.
Thu 24 Sep · 8-K
Fri 24 Jul · 8-K
Wed 22 Jul · 10-K
Annual report (10-K), FY2026
Tue 21 Jul · 8-K
Tue 12 May · 8-K
Wed 6 May · 8-K
Fri 24 Apr · 8-K
8-K · Item 8.01 — Acquisition completed
AAR Corp completed acquisition of Aircraft Reconfig Technologies LLC for $35 million in cash. The target is a leading aircraft interiors engineering company acquired from ZIM Aircraft Cabin Solutions LLC.
Wed 25 Mar · 10-Q
Quarterly report (10-Q), period ending 28 Feb 2026
Tue 24 Mar · 8-K
Wed 11 Feb · 8-K
Wed 7 Jan · 10-Q
Quarterly report (10-Q), period ending 30 Nov 2025
Tue 6 Jan · 8-K
Wed 17 Dec · 8-K
Thu 4 Dec · 8-K
Thu 13 Nov · 8-K
Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.
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What would change our view
Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.