Reported Q: Q4 2024 Rev YoY: +18.7% EPS YoY: -60.6% Move: +5.82%
AAR Corp
AIR
$113.09 5.82%
Exchange NYSE Sector Industrials Industry Aerospace Defense
Q4 2024
Published: Jul 19, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for AIR

Reported

Report Date

Jul 19, 2024

Quarter Q4 2024

Revenue

656.50M

YoY: +18.7%

EPS

0.25

YoY: -60.6%

Market Move

+5.82%

Previous quarter: N/A

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Earnings Highlights

  • Revenue of $656.50M up 18.7% year-over-year
  • EPS of $0.25 decreased by 60.6% from previous year
  • Gross margin of 19.4%
  • Net income of 9.10M
  • "We are benefiting from structural tailwinds from high levels of air travel and an aging fleet, which drives demand for our aftermarket services." - John Holmes
AIR
AAR Corp

Executive Summary

In the fourth quarter of fiscal year 2024, AAR Corp (AIR) reported a record revenue of $657 million, representing a 19% increase year-over-year (YoY). This performance was driven by strong execution across its core segments along with the strategic acquisition of Triumph Product Support. The adjusted operating margin saw a significant improvement of 150 basis points, concluding at 9.3% for the quarter, indicative of AAR's effective cost management strategies and operational efficiencies. Looking forward, management anticipates continued revenue growth of 15% to 19% in Q1 FY 2025 and provides a robust outlook with expectations to achieve adjusted operating margins between 10.5% and 11.5% over the next few years. This aligns with AAR's strategic initiatives, enhanced market position, and investment in key growth segments such as Parts Supply and Integrated Solutions.

Key Performance Indicators

Revenue
Increasing
656.50M
QoQ: 15.72% | YoY: 18.65%
Gross Profit
Increasing
127.30M
19.39% margin
QoQ: 15.41% | YoY: 17.76%
Operating Income
Decreasing
32.60M
QoQ: -1.21% | YoY: -10.19%
Net Income
Decreasing
9.10M
QoQ: -35.00% | YoY: -60.78%
EPS
Decreasing
0.26
QoQ: -35.00% | YoY: -60.61%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 795.30 0.89 +20.2% View
Q1 2026 739.60 0.95 +12.7% View
Q3 2025 678.20 -0.25 +19.6% View
Q2 2025 686.10 -0.51 +25.8% View
Q1 2025 661.70 0.50 +20.4% View
Q4 2024 656.50 0.25 +18.7% View