AAR Corp. (AIR) Q3 2025 Earnings Call Transcript

AAR Corp. (NYSE:AIR) Q3 2025 Earnings Conference Call March 27, 2025 5:00 PM ET

Company Participants

Denise Pacioni – Director of Investor Relations
John Holmes – Chairman, President and Chief Executive Officer
Sean Gillen – Senior Vice President and Chief Financial Officer

Conference Call Participants

Kenneth Herbert – RBC Capital Markets
Louie DiPalma – William Blair
Michael Leshock – KeyBanc Capital Markets
Scott Mikus – Melius Research
Joshua Sullivan – The Benchmark Company
Michael Ciarmoli – Truist Securities

Operator

Hello and welcome to AAR Corp. Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker’s presentation, there will be a question-and-answer session. [Operator Instructions]

I would now like to turn the conference over to Denise Pacioni, Director of Investor Relations. You may begin.

Denise Pacioni

Thank you. Good afternoon, everyone, and welcome to AAR’s fiscal year 2025 third quarter earnings call. We’re joined today by John Holmes, Chairman, President and Chief Executive Officer; and Sean Gillen, Chief Financial Officer. The presentation material we are sharing today as part of this webcast can also be found in the Investor Relations section under the Events and Presentations tab located on our corporate website.

Before we begin, I’d like to remind you that the comments made during the call may include forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from the forward-looking statements.

Accordingly, these statements are no guarantee of future performance. These risks and uncertainties are discussed in the company’s earnings release and the Risk Factors section of the company’s annual report on Form 10-K for the fiscal year ended May 31st, 2024. In providing the forward-looking statements, the company assumes no obligation to provide updates to reflect

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