PresentationGood day, and thank you for standing by. Welcome to the VSE Corporation's Conference Call. [Operator Instructions] I would now like to hand the conference over to your first speaker today, Michael Perlman. Please go ahead.Michael PerlmanVice President of Investor Relations & Communications Thank you. Joining me today are John Cuomo, President and CEO; and Adam Cohn, our Chief Financial Officer. Today's call will address the press release issued this morning announcing VSE Corporation has entered ...

Key Takeaways ATRO is benefiting from rising defense spending and airline investments in connectivity and cabin upgrades.ATRO reported preliminary 2025 revenues near $860M, with strong bookings supporting growth into 2026.AAR is benefiting from solid MRO demand, facility expansion and Trax technology upgrades.Rising global aircraft deliveries, expanding airline fleet and growing demand for maintenance, repair and overhaul services are driving growth across the aviation services industry. These trends, suppo ...

About AAR WOOD DALE, Ill., Jan. 28, 2026 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has substantially completed the expansion of its Airframe MRO facility in Oklahoma City. Driven by an increased demand for AAR's MRO services, the 80,000+ square foot facility expansion includes three maintenance bays capable of accommodating all 737 variants. The Company will soon induct additional Alaska Airlines aircraft for servic ...

HOUSTON, Jan. 26, 2026 /PRNewswire/ -- Bristow Group Inc. (NYSE: VTOL) (the "Company" or "Bristow") announced today the closing of its private offering of $500 million aggregate principal amount of 6.750% senior secured notes due 2033 (the "notes") and the amendment and extension of its asset-based revolving credit facility (the "ABL Facility") until 2031. The notes were issued under an indenture, dated January 26, 2026, among the Company, the subsidiary guarantors party thereto and U.S. Bank Trust Company ...

Core Viewpoint - Bristow Group Inc. has announced a private offering of $500 million in senior secured notes with a 6.75% interest rate, maturing in 2033, to eligible purchasers under specific regulations [1][2]. Group 1: Offering Details - The notes will mature on February 1, 2033, and will be issued at par, paying interest semi-annually [2]. - The offering is fully guaranteed by the company's existing material, wholly owned domestic subsidiaries and certain foreign subsidiaries, along with future subsidiaries [2]. - The notes will be secured by first-priority liens on collateral, including approximately 119 pledged aircraft and other tangible and intangible assets of the company and subsidiary guarantors [2]. Group 2: Use of Proceeds - A portion of the net proceeds will be deposited to redeem the company's 6.875% Senior Secured Notes due 2028 in full on March 1, 2026, and to cover related payments [3]. - Remaining net proceeds from the offering will be used for general corporate purposes [3]. Group 3: Regulatory Information - The notes are being offered to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S, without registration under the Securities Act [4]. - The offering does not constitute an offer to sell or a solicitation of an offer to purchase the notes in jurisdictions where such actions would be unlawful [5]. Group 4: Company Overview - Bristow Group Inc. is a leading global provider of vertical flight solutions, primarily serving offshore energy companies and government entities [7]. - The company's services include personnel transportation, search and rescue, medevac, and fixed-wing transportation, with operations in various countries including Australia, Brazil, Canada, and the United States [8].

Core Viewpoint - AAR Corporation is a significant player in the aviation services industry, providing various products and services to commercial aviation, government, and defense markets, with a focus on maintenance, repair, and overhaul services, as well as supply chain management solutions [1] Group 1: Stock Performance and Ratings - KeyBanc upgraded AAR Corporation to "Overweight" with a price target of $109, indicating a positive outlook on the stock priced at $97.71 [2][6] - The stock experienced a slight decrease of 0.52%, with a trading range of $97.27 to $99.65 on the day [4][6] - Over the past year, AAR's stock reached a high of $99.65 and a low of $46.51, indicating significant price movement [4] Group 2: Market Capitalization and Trading Volume - AAR's market capitalization is approximately $3.56 billion, with a trading volume of 565,946 shares [5] Group 3: Momentum Investing - AAR is considered a strong momentum stock, appealing to momentum investors, and has achieved a Momentum Style Score of A according to Zacks Investment Research [3][6] - Price changes and earnings estimate revisions are highlighted as key factors in evaluating momentum stocks, further supporting AAR's strong momentum profile [5]

HOUSTON, Jan. 13, 2026 /PRNewswire/ -- Bristow Group Inc. (NYSE: VTOL) (the "Company" or "Bristow") announced today that it has commenced, subject to market conditions and other factors, a private offering of $400 million aggregate principal amount of senior secured notes due 2033 (the "notes") to eligible purchasers pursuant to Rule 144A and Regulation S under the Securities Act of 1933, as amended (the "Securities Act"). The notes are expected to pay interest semi-annually and will be fully and unconditi ...

Core Insights - AAR Corp. has demonstrated strong performance with a one-year total return of 43.28%, and the recent share sale by a senior vice president occurred at a weighted average price of $97.05 per share, slightly above the market close of $97.03 [1][4][7] Company Overview - AAR Corp. provides a range of aviation aftermarket support services, including inventory management, maintenance, repair, overhaul, and engineering services, primarily targeting defense and government markets [1][5] - The company operates within the global aerospace and defense sector, leveraging its expertise to support both commercial and government fleets, which contributes to stable, recurring revenue streams from long-term contracts [5] Transaction Details - The recent transaction involved the direct sale of 23,621 shares by senior vice president Christopher Jessup, which represented 26.42% of his direct common stock holdings [2][4] - This sale was executed following the exercise of 14,652 options for common stock, indicating that the primary intent was liquidity from option conversion rather than a discretionary reduction of equity exposure [3][6] Financial Performance - In the most recent quarter, AAR Corp. reported revenue of $795 million, reflecting a 16% year-over-year increase, with adjusted diluted EPS of $1.18 and adjusted EBITDA growth of 23% [7] - Margin expansion was attributed to the Parts Supply and Repair & Engineering segments, while recent acquisitions have provided long-term visibility through contracted demand [7] Market Context - The share sale is viewed as routine and option-driven, occurring against a backdrop of improving fundamentals, expanding margins, and durable demand in the aviation sector [8]

Core Insights - AAR Corp. is a significant player in the aviation services industry, offering a variety of products and services to both commercial aviation and government clients, with a focus on maintenance, repair, and overhaul services [1] Executive Stock Transactions - Jessica A. Garascia sold 4,787 shares at approximately $95.25 each on January 8, 2026, retaining 29,557 shares, indicating her continued investment in the company [2] - CEO John Mcclain Holmes III sold 23,077 shares at an average price of $84.12 on January 2, 2026, totaling about $1.94 million and reducing his ownership by 8.87%, while AAR's stock opened at $91.25, reflecting a 2.0% increase [3] Financial Metrics - AAR has a P/E ratio of 36.81, indicating strong investor confidence in its earnings potential, with a price-to-sales ratio of 1.15 and an enterprise value to sales ratio of 1.48, suggesting balanced market valuation relative to sales [4] - The company maintains a debt-to-equity ratio of 0.67, indicating moderate debt use, and a current ratio of 2.84, suggesting strong capability to meet short-term obligations, alongside an earnings yield of 2.72% [5] - Overall financial metrics highlight AAR's market standing and financial health, with strategic decisions aimed at maintaining its competitive position in the aviation services industry [6]

Core Viewpoint - flyExclusive has signed an authorized dealership agreement with Starlink, becoming a certified dealer and installation service provider for its aviation high-speed, low-latency internet system [1] Group 1: Partnership and Deployment - flyExclusive will be the first to deploy Starlink's aviation internet solution within its own fleet, aiming to provide near-streaming-level internet experience, real-time communication, and stable VPN performance at high altitudes [1] - The partnership is expected to significantly enhance the in-flight experience for passengers and set new industry standards [1] Group 2: Expansion of Services - As an authorized dealer and installation partner for Starlink, flyExclusive will also offer sales, installation, and after-sales support services to third-party aircraft owners and operators [1] - This initiative will further expand the company's growing MRO (Maintenance, Repair, and Overhaul) capabilities, allowing private jet customers to receive a comprehensive service from a single trusted partner, covering configuration, professional installation, testing, and ongoing support [1]