AAR(US:AIR)2025-09-23 21:00Financial Performance Highlights - Adjusted Earnings Per Share (EPS) increased by 27%, from $0.85 in Q1 FY25 to $1.08 in Q1 FY26 [16] - Adjusted sales increased by 13%, from $652.2 million in Q1 FY25 to $739.6 million in Q1 FY26 [16] - Adjusted EBITDA increased by 18%, from $73.7 million in Q1 FY25 to $86.7 million in Q1 FY26 [16] - The company delivered 17% adjusted organic sales growth with margin expansion [9] Segment Performance - Parts Supply sales increased by 27%, from $249.7 million in Q1 FY25 to $317.8 million in Q1 FY26 [16] - Repair & Engineering sales decreased by 1%, from $217.6 million in Q1 FY25 to $214.6 million in Q1 FY26, but organic growth excluding Landing Gear was 8% [16, 25] - Integrated Solutions sales increased by 10%, from $168.9 million in Q1 FY25 to $185.0 million in Q1 FY26 [16] Strategic Initiatives and Outlook - The company secured a multi-year exclusive defense agreement with AmSafe Bridport [14] - The company acquired Aerostrat, a long-range maintenance planning software company [13, 14] - The company expects sales growth of 7% - 10% and an adjusted operating margin of 9.6% - 10.0% for Q2 2026 [37]