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STRATUM

AIR

AAR CORP
CIK 0000001750 · Aircraft & Parts
Net margin
5.7%
as of 2026-05-31
Revenue YoY growth
19.0%
as of 2026-05-31
Disclosure completeness
11 / 11

Categories of dependency expected for this filer that were actually found stated in Risk Factors / MD&A.

Provenance: AIR’s most recent Revenue
$3,308,000,000
Filing
0001104659-26-085459 (10-K)
Period
2025-06-01 to 2026-05-31
XBRL tag
us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax
Context
Duration_6_1_2025_To_5_31_2026_MPDK9g2ZZUatoQJCEAhpGQ
Mapping
seed · confidence 1.00
View the filed document ↗
What the filing says drives results

Extracted from Risk Factors / MD&A, checked verbatim against the source text before being stored.

CUSTOMER CONCENTRATIONItem 1A Risk Factors

Our sales to commercial customers, including major airlines and related OEM suppliers, were $2,384.1 million (72.1% of consolidated sales) in fiscal 2026.

CUSTOMER CONCENTRATIONItem 1A Risk Factors

Our sales to branches, agencies and departments of the U.S. government and its contractors were $787.8 million (23.8% of consolidated sales) in fiscal 2026

MACROECONOMIC DEMANDItem 1A Risk Factors

A slowdown in the global economy, or a recession, would negatively impact the commercial aviation industry, and may have a material adverse effect on our business, results of operations, financial condition and liquidity.

MACROECONOMIC DEMANDItem 1A Risk Factors

The commercial aviation industry is historically cyclical

COMMODITY PRICEItem 1A Risk Factors

The market for jet fuel is inherently volatile and is subject to, among other things, changes in government policy on jet fuel production, fluctuations in the global supply of crude oil, disruptions in oil production or delivery caused by hostility in oil-producing areas, or potential legislation or strategic initiatives to address climate change by reducing greenhouse gas emissions, creating carbon taxes, or implementing or otherwise participating in cap and trade programs.

SUPPLY CHAINItem 1A Risk Factors

our business depends on maintaining a sufficient supply of various products to meet our customers’ demands.

SUPPLY CHAINItem 1A Risk Factors

If we were to lose a key supplier, or were unable to obtain the same levels of deliveries from these suppliers and were unable to supplement those purchases with products obtained from other suppliers, it could have a material adverse effect on our business.

SUPPLY CHAINItem 1A Risk Factors

The supply chains for our business could also be disrupted by natural disasters, extreme weather events, pandemics, or other public health threats, governmental actions, and legislative or regulatory changes.