AAR CORP (AIR)

AI-Powered SEC Filing Analysis

Current Report Filed: 2026-04-24

Key Insights

  • AAR CORP completed the acquisition of Aircraft Reconfig Technologies LLC for $35 million in cash, expanding its aircraft interiors engineering capabilities through its subsidiary AAR Aircraft Services, Inc.
  • The acquisition is subject to post-closing adjustments for working capital, cash, and debt, which could affect the final purchase price and represents a material but moderate-sized transaction for the company.
  • This strategic acquisition enhances AAR's service offerings in the aircraft interiors space, positioning the company to serve growing demand in aircraft cabin reconfiguration and engineering services.
Insider Trading Filed: 2026-03-30

Key Insights

  • Insider John McClain III, Chairman, President & CEO of AAR CORP, reported significant insider selling of 60,000 shares on March 26, 2026 and an additional 26,175 shares on March 27, 2026, suggesting potential concerns about the company's near-term prospects.
  • The stock options exercised by McClain were granted in 2020 and 2022, indicating a consistent pattern of insider selling over the past several years.
  • The weighted average sale prices of $112.41 and $107.60 per share suggest the insider was able to capitalize on relatively high stock valuations, potentially signaling concerns about future performance.
Insider Trading Filed: 2026-03-30

Key Insights

  • The reporting person, Jessica A. Garascia, exercised and sold a total of 6,284 stock options in AAR CORP (AIR) on March 26, 2026, with exercise prices ranging from $41.88 to $67.02.
  • After the transactions, Garascia continues to hold 29,557 shares of AAR CORP common stock directly, as well as 1,483 and 4,277 unexercised stock options with exercise prices of $58.27 and $67.02, respectively.
  • The weighted average sale price of the shares disposed of was $112.2006, suggesting the transactions were executed at a favorable price compared to the options' exercise prices.
Insider Trading Filed: 2026-03-27

Key Insights

  • Director Billy Nolen sold 1,562 shares of AAR CORP (AIR) common stock on March 26, 2026 at a weighted average price of $111.0019 per share.
  • This transaction reduces Nolen's direct beneficial ownership in the company to 0 shares.
  • Insider selling can signal potential concerns or a desire to diversify personal investments, which investors may want to monitor further.
Insider Trading Filed: 2026-03-27

Key Insights

  • Dylan Zachary Wolin, the Senior VP & CFO of AAR CORP, has acquired 7,580 shares of the company's common stock through a restricted stock award.
  • This insider acquisition indicates that the CFO is confident in the company's future prospects and is aligning his interests with those of shareholders.
  • The restricted stock award is likely part of the company's executive compensation plan, which could help retain key talent and incentivize long-term performance.
Quarterly Report Filed: 2026-03-25

Key Insights

  • AAR CORP's revenue and profitability have seen steady growth across its key operating segments, indicating strong operational performance.
  • The company has made strategic investments in its repair and engineering, parts supply, and integrated solutions businesses, which are driving improved margins and diversifying its revenue streams.
  • AAR CORP has maintained a strong balance sheet with prudent capital allocation, including repurchasing shares, which suggests a positive long-term outlook.
Current Report Filed: 2026-03-24

Key Insights

  • AAR CORP reported its third quarter financial results for fiscal year 2026, indicating the company's performance during the period.
  • The company did not provide any forward-looking guidance or commentary on the current business environment in the 8-K filing.
  • There were no material events or agreements disclosed in the 8-K that would significantly impact the company's operations or financial condition.
Current Report Filed: 2026-02-11

Key Insights

  • AAR CORP appointed Dylan Wolin as the new Senior Vice President and Chief Financial Officer, effective February 23, 2026, replacing the current Interim CFO Sarah L. Flanagan.
  • Wolin will receive an annual base salary of $500,000 pro-rated for the current fiscal year, a $300,000 sign-on bonus, and be eligible for short-term and long-term incentive plans.
  • The company will enter into a severance and change in control agreement and an indemnification agreement with the new CFO, typical for executive-level appointments.
Insider Trading Filed: 2026-01-23

Key Insights

  • Insider Eric Pachapa, VP-CAO & Controller, conducted significant insider transactions, including exercising stock options and selling shares worth over $500,000.
  • Pachapa received additional restricted stock awards as part of his compensation, indicating ongoing executive incentive alignment with shareholders.
  • The timing and volume of the transactions suggest Pachapa may have a positive outlook on the company's near-term performance and stock price.
Insider Trading Filed: 2026-01-23

Key Insights

  • The reporting person, Sarah Louise Flanagan, has been awarded 930 shares of common stock and 2,785 shares of performance restricted stock, indicating an increase in her beneficial ownership of the company's stock.
  • Flanagan has also been granted a stock option to purchase 2,510 shares of common stock, with the option vesting in three annual installments over the next three years.
  • The awards and option grants suggest that the company is providing Flanagan, who holds the position of Interim CFO and VP of Financial Operations, with incentive-based compensation to align her interests with those of the company and its shareholders.
Insider Trading Filed: 2026-01-15

Key Insights

  • The reporting person, John McClain Holmes III, who is the Chairman, President & CEO of AAR CORP, made multiple transactions involving the company's common stock and stock options.
  • Holmes exercised a total of 26,749 stock options and subsequently sold 26,749 shares of common stock at weighted average prices of $98.9251 and $99.407 per share.
  • The transactions indicate that the CEO is actively managing his position in the company, potentially signaling confidence in the company's performance or liquidity needs.
Insider Trading Filed: 2026-01-13

Key Insights

  • John McClain Holmes III, the Chairman, President & CEO of AAR CORP, exercised 30,000 stock options and immediately sold the same number of shares at a weighted average price of $97.501.
  • This transaction suggests that the CEO is cashing out a portion of his equity holdings, which could indicate his confidence in the company's near-term performance or a need for personal liquidity.
  • The CEO's remaining direct ownership of 237,064 common shares represents a substantial stake in the company, aligning his interests with those of other shareholders.
Insider Trading Filed: 2026-01-12

Key Insights

  • The reporting person, Christopher A. Jessup, who is the Senior Vice President-CCO of AAR CORP, conducted several transactions involving the company's common stock on January 9, 2026.
  • Jessup exercised and sold a total of 14,652 stock options with exercise prices ranging from $37.74 to $50.93, indicating he is actively managing his equity incentive compensation.
  • Jessup also sold an additional 8,969 shares of AAR CORP common stock at a weighted average price of $97.13, suggesting he is monetizing a portion of his direct equity holdings in the company.
Insider Trading Filed: 2026-01-08

Key Insights

  • The reporting person, Jessica A. Garascia, who is the Senior VP, GC, CAO & Secretary of AAR CORP, sold 4,787 shares of common stock at a weighted average price of $95.2528 per share.
  • Garascia's total beneficial ownership of AAR CORP common stock following the reported transaction is 29,557 shares, which she holds directly.
  • The sale of shares by a senior executive may indicate that they are taking some risk off the table, but the transaction does not appear to be a major change in their overall ownership stake.
Quarterly Report Filed: 2026-01-07

Key Insights

  • The company's revenue appears to be growing across its key business segments, including Repair and Engineering, Parts Supply, and Integrated Solutions.
  • Profitability has improved, as indicated by the increase in retained earnings over the past two years.
  • The company has made several strategic acquisitions, including Haeco Americas LLC, American Distributors Holding Co. LLC, and Aerostrat Corp, which could help drive future growth.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.