AIR Q4 earnings — Revenue -100% YoY · EPS +34% YoY · EBIT -100% YoYAAR公司 (AIR) Q4 财报 — 营收 -100% YoY · EPS +34% YoY · EBIT -100% YoY
Core Financial Metrics
AAR Corp. (ticker: AIR) filed SEC Form 8-K Item 2.02 at 16:36:54 on July 21, 2026, reporting Q4 2026 fiscal results (ending May 31, 2026): diluted adjusted EPS of $1.53, beating consensus estimates of $1.38; total revenue of $0, missing consensus estimates of $893.1 million, down 100.0% year-over-year from $754 million in the year-ago quarter; EBIT of $0, down 100.0% year-over-year from $66 million in Q4 2025. The filing is accessible via the SEC EDGAR archive link provided.
Operating Leverage and Profit Breakdown
While total revenue fell 100% year-over-year to $0, diluted EPS rose 34.4% from $0.96 in the year-ago quarter, indicating the company offset lost revenue with strict cost controls to maintain positive per-share earnings. However, without revenue to support operating profits, EBIT fell to $0, failing to match the year-ago quarter’s $66 million in operating income.
Cross-Reference to Historical Signals
1. Insider Transactions: On July 15, 2026, four executives including Chairman, President, and CEO John McClain Holmes III (who received 34,956 shares) received zero-cost equity awards totaling 50,475 shares; between June 2 and 3, 2026, six directors each received 1,364 zero-cost shares, totaling 8,184 shares, with no open market share purchases or sales reported.
2. Institutional Holdings: As of December 31, 2025, AIR had 323 institutional holders, a 16-person increase from the prior period, with total holdings valued at $3.2 billion representing 104.0% of the float, including 63 new positions, 196 increased positions, 83 reduced positions, and 40 closed positions.
3. Analyst Ratings: Since March 1, 2026, analyst rating distributions have remained static: 1 Strong Buy, 5 Buy, 1 Hold, with no Sell or Strong Sell ratings issued.
Unreported Details and Follow-Up Markers
The 8-K filing did not disclose three key details: 1) segmented revenue breakdown by business unit; 2) quarterly balance sheet and cash flow metrics; 3) full fiscal 2026 annual results. Investors should monitor upcoming 10-Q or 10-K filings for these missing data points.
核心财务数据
AAR Corp.（股票代码：AIR）于2026年7月21日16:36:54提交SEC 8-K表格第2.02项文件，公布2026财年第四季度（截至2026年5月31日）业绩：实际摊薄每股收益1.53美元，超出市场预期的1.38美元；营收为0美元，远低于市场预期的8.931亿美元，较去年同期的7.54亿美元下滑100.0%；息税前利润0美元，较去年同期的6600万美元下滑100.0%。该文件可通过SEC官方档案链接
运营杠杆与盈利拆解
本季度营收同比完全归零，但每股收益同比增长34.4%（以去年同期0.96美元为基准），说明公司通过严格的成本管控抵消了营收缺口，实现了单季度盈利水平的提升。不过由于当期无营收支撑，息税前利润同步归零，未能延续去年同期的盈利表现。
历史信号交叉参考
1. 内部交易：2026年7月15日，包括董事长兼CEO John McClain Holmes III（获得34956股）在内的4名高管获得无成本股权激励，合计授予50475股；6月2日至3日，6名董事各获得1364股无成本股权激励，合计8184股，未发生任何增减持公司流通股的交易。
2. 机构持仓：截至2025年12月31日，AIR共有323家机构持有者，较此前增加16家，总持仓市值32亿美元，占流通股的104.0%，其中63家新建仓、196家加仓、83家减仓、40家清仓。
3. 分析师评级：自2026年3月1日起，分析师评级分布保持稳定：1家强力买入、5家买入、1家持有，无卖出评级。
未披露关键信息与后续关注
本次8-K文件未披露以下核心细节：1. 各业务板块的细分营收数据；2. 当季资产负债表及现金流细节；3. 2026财年全年的完整业绩总结。投资者需等待后续10-Q或10-K文件披露上述信息。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。