AAR CORP has released its Investor Presentation for November 2025, showcasing its financial and operational performance. The company reported $2.7 billion in adjusted sales for the fiscal year 2025, marking a significant increase from the previous period. Additionally, the adjusted EBITDA for the same period was reported at $324 million, demonstrating robust growth compared to prior periods.
The presentation highlighted the company's focus on new parts distribution and repair, underpinned by leading software technologies. AAR CORP emphasized its position as a leading, independent, pure-play aviation aftermarket services provider, with a strong presence in both commercial and government aviation markets.
The aviation aftermarket was identified as a large, high-growth opportunity for the company, driven by factors such as strong air travel growth, an aging global aircraft fleet, and the increasing adoption of used (USM) parts. AAR CORP positioned itself to benefit from the long-term growth in the aviation aftermarket, with the global MRO total addressable market projected to reach $138 billion by 2025 and $123 billion by 2030.
The company outlined its strategic repositioning to focus on core aftermarket aviation services and improve margins. This included the restructure of non-core businesses/contracts and strategic acquisitions to drive scale in repair capabilities, leading to significantly expanded margins and increased intellectual property profile.
In terms of specific segments, AAR CORP disclosed the financial performance of its core segments, including Parts Supply, Repair & Engineering, and Integrated Solutions. For example, Parts Supply reported growth in new parts distribution and used serviceable materials, with revenues increasing from $129 million to $156 million and $967 million to $1.1 billion, respectively, from FY24 to FY25.
The company also highlighted significant acquisitions that contributed to its strategic objectives. For instance, the acquisition of ADI for $146 million was aimed at expanding AAR's new parts distribution offerings, representing a large total addressable market with significant fragmentation and high growth opportunities.
Furthermore, the acquisition of HAECO Americas for $78 million was positioned to accelerate AAR's strategic objective to grow Repair & Engineering, expand its maintenance footprint, and drive synergy realization and margin improvement.
Today the company's shares have moved -3.57% to a price of $80.66. If you want to know more, read the company's complete 8-K report here.
