AAR Corp. (AIR) Analyst/Investor Day May 12, 2026 8:30 AM EDT
Company Participants
Christopher Tillett – Vice President of Investor Relations
John Holmes – Chairman, President & CEO
Christopher Jessup – Senior VP & Chief Commercial Officer
Frank Landrio – Senior Vice President of Distribution
Tom Hoferer – Senior Vice President of Repair & Engineering
Andrew Schmidt – Senior Vice President of AAR Digital Services & Trax
Nicholas Gross – Senior Vice President of Integrated Solutions
Dylan Wolin – Chief Financial Officer & Senior VP
Conference Call Participants
Kenneth Herbert – RBC Capital Markets, Research Division
Scott B. Blumenthal – Emerald Research
Sheila Kahyaoglu – Jefferies LLC, Research Division
Noah Levitz – William Blair & Company L.L.C., Research Division
Joshua Bennett – Weatherbie Capital, LLC
Kyle Wenclawiak – Jefferies LLC, Research Division
Michael Leshock – KeyBanc Capital Markets Inc., Research Division
Scott Mikus – Melius Research LLC
Matthew Hayes
Conversation
Operator
Please welcome Vice President, Investor Relations, Chris Tillett.
Christopher Tillett
Vice President of Investor Relations
Good morning, everyone. It’s great to be here with you today at our — and thank you for coming to AAR’s 2026 Investor Day. I see many familiar faces in the crowd, but for those of you I don’t know, my name is Chris Tillett. I’m the Vice President of Investor Relations here at AAR.
So before we begin, a couple of mandatory housekeeping items. Today’s presentation contains forward-looking statements, which are subject to a number of risks. Actual results may vary for reasons that we cite in our Form 10-K and other SEC filings, and reconciliations to any non-GAAP financial measures discussed during today’s presentation can be found in the back of the deck.
So on the basis of presentation, you may have seen last week that we announced a resegmenting of our business and repositioning of our portfolio with the intended wind down of our Commercial
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