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8-K ·Filed Sep 24, 2026

AIR

AAR CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago SEC0001104659-26-110332
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine annual meeting results with no surprises — all four proposals passed with strong majorities. Monitor the next 10-Q for any subsequent equity grant disclosures under the new plan.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
AIR ▼ -19.82% at T+20d
NEUTRAL call -19.82% · α vs SPY -19.40% · entry $120.56 → $96.67
Next anchor: T+60d in 7w
Latest observation: T+21 -14.78% FF3 residual α
Entry = T+0 close
Sep 24, 2026
via day close
T+1d
-3.69%
call -3.69% · α -4.23%
$116.11
settled 5w ago
T+5d
-17.14%
call -17.14% · α -16.72%
$99.90
settled 26d ago
T+20d
-19.82%
call -19.82% · α -19.40%
$96.67
settled 5d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

AAR CORP. held its 2026 Annual Meeting on September 23, 2026, where stockholders re-elected three Class III directors, approved the advisory vote on executive compensation, approved the new 2026 Stock Plan, and ratified KPMG as the independent auditor. No officer departures or material financial data were reported — this is a routine governance filing.

Key Facts

  • Stockholders re-elected directors John W. Dietrich, Robert F. Leduc, and Peter Pace each elected for three-year terms expiring at the 2029 annual meeting.
  • Advisory proposal for Fiscal Year 2026 executive compensation approved with 34,285,245 votes for, 1,475,837 against.
  • AAR CORP. 2026 Stock Plan approved with 33,805,637 votes for, 1,984,579 against.
  • Ratification of KPMG LLP as independent registered public accounting firm for fiscal year ending May 31, 2027 approved with 36,470,764 votes for, 905,880 against.
  • Approximately 93% of outstanding shares (37,391,244 of 40,258,840 shares) were present at the meeting.

Financial Impact

No material financial impact — the 2026 Stock Plan authorizes discretionary equity grants but no specific grants or dollar amounts were disclosed.

Risk Factors

  • No material risks identified in this filing.

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-110332
Document: 0001104659-26-110332-index-headers.html0001104659-26-110332
Document: 0001104659-26-110332-index.html0001104659-26-110332
Document: 0001104659-26-110332.txt0001104659-26-110332
18 reports for AIR
Performance horizon
33% Hit rate @ T+1 1 of 3 directional calls Went positive at some point 1 of 3 best @ T+1▲ +4.45%Aug 3, 2026
Filters
Rows
Reports for AIR — sortable, filterable
TypeNow
Oct 27, 2026
today
8-K
BULLISH ★ 6/10
$96.07awaiting T+1—$100.08 (+4.17%)
Oct 26, 2026
1d ago
144
NEUTRAL ★ 3/10
$97.34awaiting T+1—$100.08 (+2.81%)
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 4/10
$97.34 $100.08▲ +2.81%▲ +2.25%$100.08 (+2.81%)
Oct 20, 2026
7d ago
144
NEUTRAL ★ 2/10
$99.64 $96.67▼ −2.98%▼ −1.80%$100.08 (+0.44%)
Sep 28, 2026
28d ago
8-K
BULLISH ★ 7/10
$106.75 $101.47▼ −4.95%▼ −4.74%$100.08 (−6.25%)
Sep 28, 2026
28d ago
Press Release
BULLISH ★ 7/10
$106.75 $101.47▼ −4.95%▼ −4.74%$100.08 (−6.25%)
Sep 24, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$120.56 $116.11▼ −3.69%▼ −4.23%$100.08 (−16.99%)
Sep 15, 2026
6w ago
Press Release
NEUTRAL ★ 1/10
$117.23awaiting T+1—$100.08 (−14.63%)
Aug 10, 2026
11w ago
DEFA14A
NEUTRAL ★ 4/10
$142.69 $145.45▲ +1.93%▲ +2.25%$100.08 (−29.86%)
Aug 4, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$149.43 $146.83▼ −1.74%▼ −1.54%$100.08 (−33.03%)
Showing 10 of 18

US Market Status

Market Closed — Opens Wed (16h 40m)

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Report published Sep 24, 2026