AAR to Release Q1 2026 Financial Results on September 23rd

Summary

AAR Corporation will announce its first quarter fiscal year 2026 results on September 23, 2025, after the close of the New York Stock Exchange. A conference call to discuss the results will take place at 4 p.m. Central time on the same day, with a listen-only webcast available.Reuters

Impact Analysis

So basically, AAR Corporation is setting the stage for its first earnings report post-sale of its aerospace and defense business, which is expected to complete this quarter. The timing of this announcement is interesting—it suggests they might be ready to showcase how the sale impacts their financials and strategic focus. The market might be focused on the revenue drop from the sale, but the real story could be in how they plan to use the proceeds and shift their business model. With expected revenues between $14.6 billion and $16 billion, excluding the sale, and a non-GAAP gross margin forecast of 37.5% to 39.5%, there’s a lot riding on how they manage this transition. I’d read this as a pivotal moment for AAR, potentially reshaping its competitive position and financial health. Watch for any hints on future acquisitions or strategic pivots during the conference call.