AAR Corp.: Structural Earnings Power Not Reflected In The Multiple
AAR Corp. is experiencing significant growth in its aftermarket aerospace sector, with a reported 25% increase in sales year-over-year for Q3 FY26. The company's adjusted earnings per share exceeded consensus estimates by 8%, driven by strong performance in distribution and government segments. Additionally, the rapid scaling of Trax software is anticipated to enhance EBITDA margins further.
- ▪AAR Corp. reported a 25% increase in Q3 FY26 sales year-over-year.
- ▪Adjusted earnings per share beat consensus estimates by 8%.
- ▪The distribution segment saw 36% organic growth, while government segment growth reached 55%.
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