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AAR (AIR) Q1 2026 Earnings Call Transcript
['Motley Fool Transcribing']
The Motley Fool
Full-Year Guidance-- Raises organic sales growth expectation to "approaching 10%" for fiscal 2026, up from the prior 9%, according to John Holmes.
Holmes said, "we continue to win and grow in new parts distribution," with exclusive OEM agreements providing ongoing market share gains.
This win once again demonstrates the strength of our new parts distribution capabilities across both the commercial and government markets.
Adjusted sales growth to government customers increased 21%, and adjusted organic sales to commercial customers increased 15% over the same period last year.
So the majority of the parts activity in the parts supply segment is related to engine.
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