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 -0.61% change in stock price 10 days leading up to the earnings, and a -0.12% change 10 days following the report. On the earnings day itself, the stock moves by -0.65%. 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
686.10M
25.80%
3.69%
Gross Margin
18.74%
-1.16%
5.82%
Operating Margin
-0.61%
-108.83%
-109.82%
Net Margin
-4.46%
-202.29%
-263.97%
EPS
-0.87
-229.85%
-274.00%
No Data Available
AIR Earnings Analysis
AAR Corp Corporation (AIR.N) Earnings Conference Call
Positive
Quarterly Sales Record: Sales for Q2 2025 reached $686 million, representing a 26% increase year-over-year, setting a new company quarterly sales record.
Record Adjusted EPS Growth: Adjusted earnings per share increased by 11% to $0.90 compared to the same period last year, marking a second-quarter record for adjusted EPS.
Quarterly Organic Sales Growth: Organic sales growth for the quarter was 12%, accelerating from last quarter's organic growth rate of 6%.
Commercial and Government Sales Growth: Sales to commercial customers increased by 30% year-over-year, while sales to government customers grew by 16%.
Quarterly EBITDA Growth: Adjusted EBITDA for the quarter was $78.3 million, up 42% from the same quarter last year, with an EBITDA margin improvement from 10.1% to 11.4%.
Negative
Quarterly Sales Surge: Total sales in the quarter grew 26% to $686 million, setting a new company quarterly sales record. Excluding the impact from the recently acquired product support business, organic sales growth for the quarter was 12%, which accelerated from last quarter's organic growth rate of 6%.
EBITDA Growth and Margin Increase: Adjusted EBITDA of $78.3 million was higher by 42% from the same quarter last year. EBITDA margin increased from 10.1% in the second quarter of last year to 11.4% this year.
Operating Income Increase: Adjusted operating income was $31.6 million, or 11% higher than the same period last year. Within parts supply, distribution continued its stellar performance.
EPS Growth and Margin Expansion: Adjusted diluted EPS increased from $0.81 to $0.90, reflecting the benefit of our growth and margin expansion. Average diluted share count in the quarter was 35.5 million shares.
Operating Margin Improvement: Adjusted operating margin improved from 8.1% last year to 9.2% this year.
AIR FAQs
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AIR Earning Call Sentiment
AAR Corp. (AIR) Q2 2025 Earnings Call Transcript
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00:00
00:00
AIR.N
0.14%Positive
The earnings call reveals positive indicators such as a 10% revenue increase and a 15% net income rise, despite a slight margin decline. The share repurchase program further boosts investor sentiment. The Q&A section shows management's optimism and proactive measures to mitigate supply chain risks. The market cap suggests moderate stock movement, aligning with a positive outlook. Overall, the company's strong financial performance and strategic initiatives outweigh competitive and regulatory risks, leading to a positive stock price reaction.
