AAR (NYSE: AIR) — Q1 2027 Post Earnings

AAR q1 27 post earnings

Operations

Q1 2027
Q1 Revenue ↑ 24% YoY $918M
Divisions
Parts Supply 45.2%
Repair, Engineering, and Software 32.4%
Government Solutions 15.1%
Legacy Commercial Programs 7.3%

Key Earnings Driver

Mobility Systems Parts Supply revenue increased 30.5% year over year to $414.8M, Repair, Engineering, and Software revenue increased 31.4% to $297.5M, Government Solutions revenue increased 3.7% to $138.8M and Legacy Commercial Programs revenue increased 8.8% to $66.9M. Management said Government Solutions was up 4% driven by strength in Mobility Systems.

Key Operating Metrics¹

METRIC

STATUS

Parts Supply↑ 30.5%

Repair, Engineering, and Software↑ 31.4%

Government Solutions↑ 3.7%

Government Programs↓ 5.1%

🟡 Watch

Mobility Systems↑ 47.7%

🟢 Scaling

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.