AAR(AIR)
搜索文档
AAR to announce first quarter fiscal year 2025 results on September 23, 2024
Prnewswire· 2024-09-10 04:05
WOOD DALE, Ill., Sept. 9, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, today announced that it will release financial results for its first quarter of fiscal year 2025, ended August 31, 2024, after the close of the New York Stock Exchange trading session on Monday, September 23, 2024.On Monday, September 23, 2024, at 4 p.m. Central time, AAR will hold a conference call to discuss the results. A listen-only webcast ...
AAR CORP. announces September 2024 investor conference schedule
Prnewswire· 2024-08-28 20:00
WOOD DALE, Ill., Aug. 28, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, announced today that its senior leadership will participate in two investor conferences in September 2024.On September 5, 2024, Sean Gillen, AAR's Chief Financial Officer, will participate in the 30th Annual Gabelli Aerospace & Defense Symposium at the Harvard Club in New York City.On September 24, 2024, John M. Holmes, AAR's Chairman, Presiden ...
Ultrahuman Launches Ring AIR at Verizon, Expands its US Footprint
GlobeNewswire News Room· 2024-08-27 22:00
New York , Aug. 27, 2024 (GLOBE NEWSWIRE) -- Ultrahuman, a pioneer in wearable technology, is thrilled to announce the launch of the Ultrahuman Ring AIR in Verizon stores. The Ring AIR is a part of the Ultrahuman ecosystem that also has Ultrahuman M1, a continuous glucose monitoring platform; Blood Vision, a preventive blood testing platform with the pioneering UltraTrace™ technology; and Ultrahuman Home, a revolutionary health device for your home. Starting today, the Ultrahuman Ring AIR will be available ...
New Strong Sell Stocks for August 16th
ZACKS· 2024-08-16 17:25
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:AAR Corp. (AIR) provides various products and services to commercial aviation, government, and defense sector. The Zacks Consensus Estimate for its current year earnings has been revised 6.3% downward over the last 60 days.Amkor Technology, Inc. (AMKR) is a semiconductor packaging and test services outsourcer. The Zacks Consensus Estimate for its current year earnings has been revised 13.5% downward over the last 60 days.ArcBest Corpo ...
AAR and Ontic expand relationship with multiple long-term distribution agreements
Prnewswire· 2024-07-25 04:05
文章核心观点 - 航空服务公司AAR与航空零件制造商Ontic签署了多项长期分销协议,扩大了双方在国防和商业领域的合作伙伴关系,并增强了对美国政府和全球商业客户的服务能力[1][2][3][4][5] - 这些协议增加了AAR的产品供应,同时利用Ontic的全球业务优势,缩短了客户的交货周期,提高了零件的可用性[5][6][7] 根据相关目录分别进行总结 公司概况 - AAR是一家全球航空航天和国防售后解决方案公司,在20多个国家开展业务,总部位于芝加哥地区[8] - Ontic是一家领先的全球航空航天原始设备制造商,为国防和商业市场上的成熟飞机提供复杂的工程零件和维修服务[9][10] - Ontic拥有8,000多种顶级总成的产品组合,在北美、英国和欧洲、亚洲等地设有运营,为民用和国防客户提供全球性支持[10][11] 合作内容 - 在国防领域,AAR将扩大对美国政府客户的支持,包括CH-47直升机T55发动机零件[3] - AAR还将增加C-130、H-60和E-2D等平台的部件编号,使其通过Ontic向美国政府的直接销售增加超过33%[3] - AAR还将扩大与Ontic的现有合同,开始分销Ontic制造的推力矢量执行系统电机[3] - 在商业领域,AAR和Ontic签署了一项长期全球独家协议,涵盖多通道卫星通信系统的特定零件[4]
AAR Corp.: Record Quarter Boosted By New Parts Distribution And Triumph Acquisition
Seeking Alpha· 2024-07-24 11:45
Monty Rakusen/DigitalVision via Getty Images Synopsis AAR Corp. (NYSE:AIR) specializes in providing products, services, and solutions to commercial and government aerospace customers. For FY2024, AIR continues to report strong year-over-year growth as consolidated sales increased to approximately $2.318 billion. In addition, its FY2024 adjusted margins also expanded year-over-year. For its most recent 4Q24, AIR continued to report strong top-line growth as consolidated sales grew 19% year-over-year to $ ...
AAR awarded on TIME's America's Best Mid-Size Companies 2024 list
Prnewswire· 2024-07-23 04:05
WOOD DALE, Ill., July 22, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has been awarded on TIME's inaugural list of America's Best Mid-Size Companies 2024.This prestigious award is presented by TIME and Statista Inc., the leading statistics portal and industry ranking provider. The list of the top 500 mid-size companies can be viewed on TIME's website."Recognition as one of America's Best Mid-Size Companies by TIM ...
AAR (AIR) Q4 Earnings Surpass Estimates, Sales Rise Y/Y
ZACKS· 2024-07-19 22:32
AAR Corp. (AIR) reported fourth-quarter fiscal 2024 adjusted earnings of 88 cents per share, which surpassed the Zacks Consensus Estimate of 86 cents by 2.3%. The bottom line improved 6% from the year-ago quarter’s level. The company reported GAAP earnings per share (EPS) of 26 cents compared with 66 cents in the prior-year quarter.AAR reported fiscal 2024 adjusted earnings of $3.33 per share, which surpassed the Zacks Consensus Estimate of $3.30 by 0.9%. The bottom line improved 16.4% from the year-earlier ...
AAR(AIR) - 2024 Q4 - Earnings Call Transcript
2024-07-19 07:56
财务数据和关键指标变化 - 公司全年销售额创历史新高,达23亿美元,同比增长17% [7] - 调整后营业利润率从7.5%提升至8.3% [7] - 调整后每股收益从2.86美元增长至3.33美元 [7] - 第四季度销售额同比增长19%,达6.57亿美元 [19] - 第四季度调整后营业利润率从7.8%提升至9.3% [21] - 第四季度调整后EBITDA利润率从9.6%提升至11.6% [21] - 第四季度调整后每股收益从0.83美元增长至0.88美元 [22] 各条业务线数据和关键指标变化 零件供应业务 - 零件供应业务是公司最大和最赢利的业务,占总销售额55% [9] - 新件分销业务第四季度销售额增长16%,连续10个季度实现两位数有机增长 [9] - 可维修件业务第四季度销售额增长1%,但剔除整机销售后增长38% [11] - 零件供应业务第四季度调整后营业利润率提升130个基点至13.5% [24] 维修与工程业务 - 维修与工程业务第四季度销售额增长51%,其中Triumph产品支持业务贡献7300万美元 [25][26] - 维修与工程业务第四季度调整后营业利润率提升490个基点至11.5% [26] 综合解决方案业务 - 综合解决方案业务第四季度销售额增长10% [27] - 综合解决方案业务第四季度调整后营业利润率下降120个基点至5.6% [27] 各个市场数据和关键指标变化 - 商业客户销售额增长20%,其中新件分销业务增长尤为强劲 [19] - 政府客户销售额增长15%,主要得益于州务院项目和F-16项目的增长 [20] 公司战略和发展方向及行业竞争 - 公司正在加大在三大核心业务领域的投资,以推动增长、提高效率和利润率 [6] - 公司完成了有史以来最大规模的Triumph产品支持业务收购,并正在充分发挥其带来的协同效应 [14][15] - 公司正在推进PMA零件业务的整合和发展,未来几年内将成为一个有意义的业务 [15] - 公司正在扩大在亚太地区的分销业务,并利用Triumph在泰国的维修设施拓展区域业务 [64][65] - 公司预计未来3-5年内将实现5%-10%的平均年度有机销售增长,以及10%-15%的平均年度调整后每股收益增长 [30] 管理层对经营环境和未来前景的评论 - 公司正受益于航空旅行量高涨和机队老龄化带来的结构性利好 [6] - 尽管新发动机型号存在问题导致整机供应紧张,但未来几年随着新机型性能改善和新机交付恢复,整机和零件供应将逐步缓解 [12] - 政府客户需求有所恢复,但仍存在一定不确定性,需密切关注 [16][31] - 公司有信心在未来3-5年内实现10.5%-11.5%的调整后营业利润率,以及12.5%-13.5%的调整后EBITDA利润率 [29] 问答环节重要的提问和回答 问题1 **Michael Ciarmoli 提问** 询问第一季度9%的调整后营业利润率是否受到季节性因素影响 [35] **John Holmes 回答** 确认第一季度的利润率确实受到一定季节性因素的影响,但仍较上年同期大幅提升 [36] 问题2 **Bert Subin 提问** 询问公司未来几年的有机增长目标和基准 [46][47] **John Holmes 回答** 解释公司的有机增长目标是基于包含Triumph业务的更高基数,随着整合进展和供应状况改善,有机增长将逐步提升 [48][49] 问题3 **Scott Mikus 提问** 询问零件供应业务的利润率水平是否可持续 [57][58] **Sean Gillen 回答** 表示第四季度的13.5%利润率略高于过去几个季度的高12%水平,未来将保持在这一区间 [58]
AAR (AIR) Reports Q4 Earnings: What Key Metrics Have to Say
ZACKS· 2024-07-19 07:00
For the quarter ended May 2024, AAR (AIR) reported revenue of $656.5 million, up 18.7% over the same period last year. EPS came in at $0.88, compared to $0.83 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $660.12 million, representing a surprise of -0.55%. The company delivered an EPS surprise of +2.33%, with the consensus EPS estimate being $0.86.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compar ...