业绩总结 - 公司2024财年第三季度整体销售额同比增长8.9%，主要由于向商业客户销售额增加17.6%[50] - 商业销售毛利率为19.8%，较去年同期提高1.7个百分点，主要受到Trax收购和数字服务的影响[50] - 第三季度利息支出增加了8.1百万美元，主要是由于收购Product Support Business相关的桥式融资费用增加了6.1百万美元[51] - 2024财年前9个月，综合销售额增加了2.252亿美元，增幅为15.7%，主要是由于向商业客户销售增加。向商业客户销售额增加了2.32亿美元，增幅为24.6%[52] - 商业客户销售的毛利润增加了6,100万美元，增幅为35.4%，主要是由于对新零件和可用服务性材料的需求和销售量增加[52] 财务状况 - 截至2024年2月29日，公司的流动资金为8.125亿美元，其中现金为6920万美元[1] - 公司于2024年3月1日签署了修订后的循环信贷协议，将总承诺额增加至8.25亿美元，最大杠杆比率提高至3.75:1.00[1] - 公司于2024年3月1日发行了5.5亿美元的6.75%到期于2029年的优先票据，用于收购产品支持业务的部分购买价格[1] 经营活动 - 2024年2月29日止九个月，公司经营活动产生的净现金为1.93亿美元，较去年同期的净现金使用21.5亿美元增加了40.8亿美元[67] - 2024年2月29日止九个月，公司投资活动中的净现金使用为2.68亿美元，较去年同期的2.73亿美元减少了0.5亿美元[68] - 2024年2月29日止九个月，公司融资活动中的净现金为0.95亿美元，较去年同期的净现金提供4.45亿美元减少了3.5亿美元[70]

Exhibit 99.1 AAR reports third quarter fiscal year 2024 results · Record third quarter sales of $567 million, up 9% over the prior year · Third quarter GAAP diluted earnings per share from continuing operations of $0.39, compared to $0.62 in Q3 FY2023 · Record third quarter adjusted diluted earnings per share from continuing operations of $0.85, up 13% from $0.75 in Q3 FY2023 · Third quarter cash flow provided by operating activities from continuing operations of $20 million · Closed on the acquisition of T ...

WOOD DALE, Ill., March 20, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, announced today that Jeffrey N. Edwards has been elected to AAR's Board of Directors, effective immediately. This appointment increases AAR's Board from 11 to 12 Director positions. AAR elects Jeffrey N. Edwards to its Board of Directors Mr. Edwards, 63, brings more than 40 years of experience in the financial services sector. As Partner a ...

WOOD DALE, Ill., March 20, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has signed a multi-year agreement to supply surplus material for the CFM56-5B engine to Cebu Pacific. Under this agreement, AAR will support the 30 CFM56-5B scheduled shop visits Cebu Pacific has planned for the term of the contract. "Cebu Pacific is proud to partner with AAR to enhance availability of parts and maximize value through the use ...

AAR公司盈利预期 - AAR (AIR) 预计在2024年2月报告的季度中，盈利将同比增长，这一共识展望给出了公司盈利状况的良好印象[1] - 如果关键数字超出预期，公司的股价可能会上涨；反之，如果未达预期，股价可能会下跌[2] - 分析师最近对AAR的季度盈利预期进行了下调，这反映了他们在过去30天内重新评估了初始预期[5]

收购详情 - AAR公司完成了对Triumph Group的Product Support业务的收购，通过发行5.5亿美元的债券和修改现有的循环信贷额度来筹集资金[1] - Triumph Group的Product Support业务是一家全球领先的专业维护、修理和翻新关键飞机部件的提供商[2] - AAR公司此次收购将扩大其修理能力，扩展在亚太地区的业务范围，并增强为全球客户提供服务的能力[4]

BERKSHIRE, England, Feb. 21, 2024 /PRNewswire/ -- AAR (NYSE: AIR) subsidiary Airinmar, a leading independent provider of component repair cycle management and aircraft warranty solutions, has signed a multi-year support services extension with Philippine Airlines (PAL). Working in conjunction with PAL's Aircraft Material Management team, Airinmar will provide a full suite of support services covering both aircraft warranty and value engineering. The services will supplement PAL's current activities and con ...

AAR公司优先票据发行 - AAR公司成功定价5.5亿美元的6.750%到2029年到期的优先票据[1] - AAR公司计划将优先票据募集的净收益用于收购Triumph Group的产品支持业务的部分购买价格[2] - 公司提到了未来的业绩和财务状况，包括即将进行的Triumph产品支持收购[10] Escrow Issuer责任变化 - 在Triumph产品支持收购完成之前，票据将是Escrow Issuer的唯一义务，而在收购完成后，公司将承担Escrow Issuer在票据和票据管理条款下的义务，并由公司的担保公司全额无条件担保[5] 销售限制 - 票据和相关担保未经注册，只能向符合条件的合格机构买家和某些非美国人出售[6]

Announces proposed offering of $500 million of senior notes due 2029 The acquisition will be financed with the proceeds from the proposed notes offering and use of the expanded revolver WOOD DALE, Ill., Feb. 14, 2024 /PRNewswire/ -- AAR CORP. ("AAR" or the "Company") (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs and OEMs, announced today that AAR Escrow Issuer, LLC, a wholly owned, unrestricted subsidiary of the Company (the "Escrow Issuer"), intends to ...

CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today announced the election of John M. Holmes to its board of directors. Mr. Holmes will also serve as a member of the board’s Audit Committee. With the appointment of Mr. Holmes, the GATX board will now consist of 10 members, including nine independent directors. “ We are pleased to welcome John to GATX’s board of directors,” said Robert C. Lyons, president and chief executive officer of GATX. “ John is an outstanding business leader with deep inter ...