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Stock impact report

AAR targets 17% full-year sales growth while expanding margin profile through acquisitions [Seeking Alpha]

AAR Corp. (AIR) 
Last aar corp. earnings: 3/24 04:05 pm Check Earnings Report
US:NYSE Investor Relations: aarcorp.gcs-web.com/investor-overview
Company Research Source: Seeking Alpha
John Holmes, Chairman, President & CEO, stated that "this was another outstanding quarter for AAR as we generated strong results across all areas of our business. We also completed 2 key strategic acquisitions and announced the third, which Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights AAR Corp.'s recent acquisitions are expected to accelerate growth in high-margin business segments and drive total sales up, but there will be near-term margin dilution due to integration, which management projects will be offset as integration efforts proceed over 12-18 months. Growth in parts supply is mainly driven by volume, particularly in new parts distribution (split evenly between commercial and defense). Management is not seeing destocking risk at airline customers. Potential risks include integration bandwidth and market demand stability. Man Show less Read more
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