This is a routine executive compensation filing with no immediate material impact on financials or operations. Monitor future quarterly reports for compensation expense recognition and stock price progress toward hurdles, but no trading catalyst.
Price Chart
Executive Summary
AAR CORP granted CEO John M. Holmes a special performance-based restricted stock award of 161,500 shares (~$15M target value) with stock price hurdles of $175, $200, and $250 over five years. The award is designed to align long-term incentives and retention, but represents no change in executive leadership or financial outlook.
Key Facts
- 161,500 shares of performance-based restricted stock granted to CEO John M. Holmes
- Target grant date fair value approximately $15 million
- Award vests on July 31, 2031, subject to stock price hurdles: $175, $200, $250 (35%, 54%, 93% premiums over $129.47 closing price)
- Award is a one-time special grant outside regular annual compensation
- No CEO departure or change; no financial results reported
Financial Impact
~$15 million in potential equity compensation over five years, contingent on stock price performance
Risk Factors
- If stock price fails to meet hurdles, award may not vest, limiting dilution
- Potential dilution of ~0.4% of outstanding shares if fully vested
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-086424 |
| Document: tm2621198d1_ex10-1.htm | 0001104659-26-086424 |
| Document: 0001104659-26-086424-index-headers.html | 0001104659-26-086424 |
| Document: 0001104659-26-086424-index.html | 0001104659-26-086424 |
| Document: 0001104659-26-086424.txt | 0001104659-26-086424 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | $97.34 | awaiting T+1 | — | $97.34 (−0.00%) |
Oct 26, 2026 today | 8-K | $94.67 | awaiting T+1 | — | $97.34 (+2.82%) |
Oct 20, 2026 6d ago | 144 | $99.64 $96.67 | ▼ −2.98% | ▼ −1.80% | $97.34 (−2.31%) |
Sep 28, 2026 27d ago | 8-K | $106.75 $101.47 | ▼ −4.95% | ▼ −4.74% | $97.34 (−8.81%) |
Sep 28, 2026 28d ago | Press Release | $106.75 $101.47 | ▼ −4.95% | ▼ −4.74% | $97.34 (−8.81%) |
Sep 24, 2026 4w ago | 8-K | $120.56 $116.11 | ▼ −3.69% | ▼ −4.23% | $97.34 (−19.26%) |
Sep 15, 2026 5w ago | Press Release | $117.23 | awaiting T+1 | — | $97.34 (−16.97%) |
Aug 10, 2026 11w ago | DEFA14A | $142.69 $145.45 | ▲ +1.93% | ▲ +2.25% | $97.34 (−31.78%) |
Aug 4, 2026 11w ago | DEFA14A | $149.43 $146.83 | ▼ −1.74% | ▼ −1.54% | $97.34 (−34.86%) |
Aug 3, 2026 12w ago | Institutional Cluster | $143.06 $149.43 | ▲ +4.45% | ▲ +2.65% | $97.34 (−31.96%) |
US Market Status
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