AIR Earnings Prediction
The chart below shows how AIR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AIR sees a -0.32% change in stock price 10 days leading up to the earnings, and a -2.24% change 10 days following the report. On the earnings day itself, the stock moves by -1.00%. This data can give you a slight idea of what to expect for the next quarter's release.
AIR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
678.20M
19.55%
-1.15%
Gross Margin
19.42%
-0.10%
3.63%
Operating Margin
9.01%
54.02%
-1577.05%
Net Margin
-1.31%
-153.04%
-70.63%
EPS
-0.25
-164.10%
-71.26%
No Data Available
AIR Earnings Analysis
AAR Corp Corporation (AIR.N) Earnings Conference Call
Positive
Record Third Quarter Sales: Sales increased by 20% year-over-year, reaching $678 million, setting a new third quarter sales record.
EBITDA Growth and Margin Improvement: Adjusted EBITDA rose by 39% to $81.2 million, with EBITDA margins improving to 12% from 10.3% in the previous year.
Earnings Per Share Increase: Adjusted earnings per share grew by 16% to $0.99, compared to $0.85 in the same quarter last year.
Parts Supply Sales Growth: Parts Supply segment sales increased by 12% to $271 million, driven by growth in new parts Distribution activities.
Repair & Engineering Surge: Repair & Engineering segment sales surged by 53% to $216 million, with adjusted EBITDA increasing by 110% to $27.9 million.
EBITDA Growth Amid Sales Decline: Integrated Solutions segment adjusted EBITDA increased by 11% to $16.2 million, despite a slight decline in overall sales.
Debt Leverage Improvement: Net debt leverage improved to 3.06 times from 3.17 times in the prior quarter, indicating a stronger balance sheet.
Future Investment Potential: The company is well-positioned for future investments and growth, with expectations of continued demand in both commercial and government markets.
Negative
Integrated Solutions Sales Decline: Sales in Integrated Solutions segment slightly decreased by 1.6% to $163 million, indicating a decline in government program sales.
Modest Year-over-Year Growth: USM activities saw modest year-over-year growth, which fell short of expectations due to a decline in volume from timing of engine inductions.
Operational Efficiency Decline: Lower efficiencies and throughput were observed in the Repair & Engineering segment due to significant ramp-up in headcount, impacting operational efficiency.
Tax Rate Increase Impact: The effective tax rate is expected to increase to approximately 30% due to the impairment associated with the Landing Gear divestiture, which could affect net income.
Cash Flow Strain: Operating cash use of $19 million was reported due to the FCPA settlement of $56 million, indicating a strain on cash flow during the quarter.
AIR FAQs
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AIR Earning Call Sentiment
AAR Corp. (AIR) Q3 2025 Earnings Call Transcript
AIR.N
-6.04%Positive
The company reported strong financial performance, with significant sales and EBITDA growth, along with optimistic guidance for future sales and margin improvements. Despite some unclear responses in the Q&A, the overall sentiment from the earnings call remains positive. The market cap indicates moderate volatility, so the stock is likely to see a positive movement of 2% to 8% over the next two weeks.
