AAR(AIR)
icon
搜索文档
AAR breaks ground on MRO facility expansion in Oklahoma City
Prnewswire· 2024-04-06 03:10
The new facility is expected to be operational in early 2026.WOOD DALE, Ill., April 5, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, broke ground on the expansion of its maintenance, repair, and overhaul facility in Oklahoma City earlier today.More than 150 representatives from AAR, Alaska Airlines, state and local government, and partner organizations supporting the efforts gathered to celebrate groundbreaking on ...
AAR announces exclusive commercial distribution agreement with TRIUMPH
Prnewswire· 2024-04-04 20:00
WOOD DALE, Ill. , April 4, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has announced an exclusive multi-year commercial distribution agreement with TRIUMPH's Actuation Products & Services business unit. Under the agreement, which commences in January of 2026, AAR will exclusively distribute TRIUMPH's commercial actuation product line, which includes more than 100 top-level assemblies and their subcomponents used ...
AAR (AIR) Q3 Earnings Surpass Estimates, Sales Rise Y/Y
Zacks Investment Research· 2024-03-23 01:16
财务表现 - AAR Corp. (AIR)报告的第三季度财务2024年调整后每股收益为85美分,超过了Zacks Consensus Estimate的84美分,增长了13.3%[1] - AAR公司的净销售额为5.673亿美元,略低于Zacks Consensus Estimate的5.68亿美元,但比去年同期的5.211亿美元增长了8.9%[3] - AAR公司的零部件供应部门销售额为2.423亿美元,维修和工程部门销售额为1.408亿美元,综合解决方案部门销售额为1.655亿美元,远征服务部门销售额为1.87亿美元[5] - AAR公司的毛利率从上一年同期的18.1%提高了130个基点至19.4%[6] - AAR公司的调整后营业利润率从第三季度的7.6%增至8.3%,主要受商业销售增长的推动[7] 资产状况 - AAR公司截至2024年2月29日的现金及现金等价物为6920万美元,长期债务为2.747亿美元[8][9] 市场评级 - AAR目前的Zacks排名为4(卖出)[10]
AAR(AIR) - 2024 Q3 - Earnings Call Transcript
2024-03-22 09:00
业绩总结 - 第三季度销售额达到5.67亿美元,同比增长9%[10] - 调整后每股稀释收益从0.75美元增长至0.85美元,创下第三季度纪录[20] - 现金流量运营活动为2,000万美元[20] - 预计在2025财年某个时候,运营利润率可能接近两位数[69] - 预计在2025财年,公司的运营利润率可能接近10%[70] 客户销售 - 商业客户销售增长18%,政府客户销售下降7%[10] - 商业销售毛利率为19.8%,政府销售毛利率为18.6%[28] 财务数据 - SG&A费用为7700万美元,不包括特定费用时为6280万美元[29] - 本季度净利息支出为1130万美元,其中包括与Product Support收购的桥式融资承诺相关的610万美元成本,这一成本将不会在未来重复发生[30] - 经营活动和持续经营活动提供的现金流为2040万美元,净杂货供应库存投资,特别是在商业分销方面,这一季度销售增长显著[31] 未来展望 - 预计在2025财年,政府市场将恢复增长,与商业市场的强劲表现相匹配[79] - 预计政府市场将在未来出现补货,但目前尚未见到明显趋势[81] - 预计在2025财年,零部件供应将继续是公司增长最快的部分,对整体公司的运营利润率有积极影响[86]
AAR (AIR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Zacks Investment Research· 2024-03-22 07:01
AAR (AIR) reported $567.3 million in revenue for the quarter ended February 2024, representing a year-over-year increase of 8.9%. EPS of $0.85 for the same period compares to $0.75 a year ago.The reported revenue represents a surprise of -0.06% over the Zacks Consensus Estimate of $567.63 million. With the consensus EPS estimate being $0.84, the EPS surprise was +1.19%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...
AAR(AIR) - 2024 Q3 - Quarterly Report
2024-03-22 05:26
业绩总结 - 公司2024财年第三季度整体销售额同比增长8.9%,主要由于向商业客户销售额增加17.6%[50] - 商业销售毛利率为19.8%,较去年同期提高1.7个百分点,主要受到Trax收购和数字服务的影响[50] - 第三季度利息支出增加了8.1百万美元,主要是由于收购Product Support Business相关的桥式融资费用增加了6.1百万美元[51] - 2024财年前9个月,综合销售额增加了2.252亿美元,增幅为15.7%,主要是由于向商业客户销售增加。向商业客户销售额增加了2.32亿美元,增幅为24.6%[52] - 商业客户销售的毛利润增加了6,100万美元,增幅为35.4%,主要是由于对新零件和可用服务性材料的需求和销售量增加[52] 财务状况 - 截至2024年2月29日,公司的流动资金为8.125亿美元,其中现金为6920万美元[1] - 公司于2024年3月1日签署了修订后的循环信贷协议,将总承诺额增加至8.25亿美元,最大杠杆比率提高至3.75:1.00[1] - 公司于2024年3月1日发行了5.5亿美元的6.75%到期于2029年的优先票据,用于收购产品支持业务的部分购买价格[1] 经营活动 - 2024年2月29日止九个月,公司经营活动产生的净现金为1.93亿美元,较去年同期的净现金使用21.5亿美元增加了40.8亿美元[67] - 2024年2月29日止九个月,公司投资活动中的净现金使用为2.68亿美元,较去年同期的2.73亿美元减少了0.5亿美元[68] - 2024年2月29日止九个月,公司融资活动中的净现金为0.95亿美元,较去年同期的净现金提供4.45亿美元减少了3.5亿美元[70]
AAR(AIR) - 2024 Q3 - Quarterly Results
2024-03-22 04:12
Exhibit 99.1 AAR reports third quarter fiscal year 2024 results · Record third quarter sales of $567 million, up 9% over the prior year · Third quarter GAAP diluted earnings per share from continuing operations of $0.39, compared to $0.62 in Q3 FY2023 · Record third quarter adjusted diluted earnings per share from continuing operations of $0.85, up 13% from $0.75 in Q3 FY2023 · Third quarter cash flow provided by operating activities from continuing operations of $20 million · Closed on the acquisition of T ...
AAR elects Jeffrey N. Edwards to its Board of Directors
Prnewswire· 2024-03-21 04:05
WOOD DALE, Ill., March 20, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, announced today that Jeffrey N. Edwards has been elected to AAR's Board of Directors, effective immediately. This appointment increases AAR's Board from 11 to 12 Director positions. AAR elects Jeffrey N. Edwards to its Board of Directors Mr. Edwards, 63, brings more than 40 years of experience in the financial services sector. As Partner a ...
AAR, Cebu Pacific sign CFM56-5B surplus material agreement
Prnewswire· 2024-03-20 18:45
WOOD DALE, Ill., March 20, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has signed a multi-year agreement to supply surplus material for the CFM56-5B engine to Cebu Pacific. Under this agreement, AAR will support the 30 CFM56-5B scheduled shop visits Cebu Pacific has planned for the term of the contract. "Cebu Pacific is proud to partner with AAR to enhance availability of parts and maximize value through the use ...
AAR (AIR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Zacks Investment Research· 2024-03-14 23:06
AAR公司盈利预期 - AAR (AIR) 预计在2024年2月报告的季度中,盈利将同比增长,这一共识展望给出了公司盈利状况的良好印象[1] - 如果关键数字超出预期,公司的股价可能会上涨;反之,如果未达预期,股价可能会下跌[2] - 分析师最近对AAR的季度盈利预期进行了下调,这反映了他们在过去30天内重新评估了初始预期[5]