Record growth and strategic profits

• Total turnover: 2.8 billion US dollars for the 2025 financial year, compared to the previous year by 20%.

• Fitted EBITDA margins: Rose by 140 basis points to 11.8%in the 2025 financial year.

• Classified diluted EPS: 3.91 USD compared to USD 3.33 in the previous year.

• Q4 total setting sales: $ 736 million, an increase of 12% compared to the previous year.

• Q4 Organic sales growth: 14%without chassis.

• Q4 adapted EBITDA: 90.9 million USD, an increase of 19% compared to the previous year.

• Q4 adjusted company income: $ 76.9 million, an increase of 25% compared to the previous year.

• Q4 classified diluted EPS: 1.16 USD, an increase of 32% compared to $ 0.88 in the previous year.

• Sales growth of the parts offer: 17% to $ 306 million compared to the previous year.

• Parts supply adapted EBITDA margins: Rose from 14.8% to 17.1% compared to the previous year.

• Repair and technology sales growth: 3% to $ 223 million compared to the previous year.

• Integrated solutions adjusted sales growth: 10% compared to the previous year to $ 181.5 million.

• Net debt lever: Reduced from 3.06 times to 2.72 times in the fourth quarter.

• Q4 Cashflow from the company: 51 million dollars.

• Share buyback: Shares worth $ 10 million at an average price of $ 52.37 per share in the fourth quarter.

Appearance date: July 16, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Aar Corp (NYSE: AIR) achieved a financial performance of the year with a sales increase from $ 20% to $ 2.8 billion.

• The company achieved organic sales growth of 14%in the fourth quarter, except for the state business.

• Aar Corp (NYSE: AIR) successfully integrated the product groupquisition and completed the sale of his overhaul business for the chassis.

• The Trax software solution recorded new businesses, including a significant contract with Delta Airlines.

• The company reduced its net compatibility to 2.7 -fold and is on the right track to achieve its target management from 2.0 to 2.5 times.

• The repair and engine course segment recorded a decline in the adjusted EBITDA by 6%due to higher costs in the New York facility.

• In the Integrated Solutions segment there are at short notice in the segment for integrated solutions, since the state cost reduction efforts affect IRAQ Aviation operations.

• In the first quarter, the company expects seasonally slower in the first quarter in the fourth quarter in the first quarter.

• The introduction of the Trax supplier market is associated with costs that can affect margins.

• The USM company faces restrictions on the availability of assets and affects the growth potential.

Q: The guidelines for the first quarter for sales growth implies a fairly wide range. Can you discuss the factors that could influence whether you reach the lower or upper end of this area? A: John Holmes, CEO: The variability is mainly due to the USM environment, in which some larger transactions can shift. We had a strong Q4 and expected growth in Q1, but the area makes up potential fluctuations in these transactions.