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AAR (AIR) investor relations material
AAR AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened by the chairman and CEO, welcoming stockholders to a virtual format for broader participation.
Outlined meeting procedures, including question submission and recording policies.
Expressed gratitude to a retiring board member and introduced board members, executive officers, and external partners.
Board and executive committee updates
General Duncan McNabb retired from the board after nine years of service.
Introduced all current board members and key executives present at the meeting.
Corporate governance
Broadridge Investor Communication Solutions appointed as inspector of elections, with Gregory Malatia sworn in.
Record date for voting set as July 28, 2026, with 40,258,840 shares outstanding.
- Q1 FY27 growth and the MRO Holdings acquisition position the firm as the top global MRO provider.AIR
Q1 2027 & Acquisition - Integrated aftermarket platform achieves strong growth, margin expansion, and digital innovation.AIR
Jefferies Global Industrials Conference 2026 - Strong governance, performance-based pay, and ESG focus drive growth and shareholder alignment.AIR
Proxy filing - Virtual annual meeting to vote on directors, compensation, stock plan, and auditor ratification.AIR
Proxy filing - FY26 saw record results, expanded ESG efforts, and key proposals up for shareholder vote.AIR
Proxy filing - Record sales, profit, and margin growth with strong FY27 outlook and segment realignment.AIR
Q4 2026 - Strategic focus on parts, repair, and software drives growth, margin expansion, and resilience.AIR
46th Annual William Blair Growth Stock Conference - Sales up 16% to $795.3M, driven by Parts Supply growth and major acquisitions.AIR
Q2 2026 - Record sales and margin expansion achieved despite one-time FCPA settlement charges.AIR
Q2 2025
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