Slide 1: Fiscal Q2 2025 Earnings Call
Fiscal Q 2 202 5 Earnings Call NYSE: AIR January 7 , 202 5
Slide 2: Forward-looking statements
Forward - looking statements 1 © 2024 AAR CORP. All rights reserved worldwide. Note: All results and expectations in the presentation reflect continuing operations unless otherwise noted. This presentation may contain certain statements relating to future results, which are forward - looking stateme
Slide 3: Q2 FY2025 Highlights
Q 2 FY 202 5 H ighlights As compared to Q 2 FY 202 4 Sales $6 86 M + 26 % Adj op erating margin 9. 2 % +1 1 0 bps Adj EPS $0. 90 + 11 % • Record second quarter sales of $686 million, up 26% year over year » Organic sales growth of 12% » Commercial sales increased 30%, driven by Parts Supply and Repa
Slide 4: Appendix
A 2 «2 AAR Doing It Right’ Appendix
Slide 5: Non-GAAP financial measures
Non - GAAP financial measures 8 © 2024 AAR CORP. All rights reserved worldwide. This presentation includes financial results for the Company with respect to adjusted diluted earnings per share, adjusted EBITDA and adjusted operating income, which are “non - GAAP financial measures” as defined in Reg
Slide 6: Adjusted sales, operating income, operating margin, EBITDA, and EBITDA margin
Non - GAAP financial measures A djusted sales, operating income, operating margin, EBITDA, and EBITDA margin 9 © 2024 AAR CORP. All rights reserved worldwide. Q2 FY25 Q2 FY24 Parts Repair & Integrated Expeditionary Corporate Parts Repair & Integrated Expeditionary Corporate ($ in millions) Supply En
Slide 7: Adjusted EBITDA and EBITDA margin
Non - GAAP financial measures Adjusted EBITDA and EBITDA margin 1 1 © 2024 AAR CORP. All rights reserved worldwide.
Slide 8: Adjusted diluted earnings per share
Non - GAAP financial measures Adjusted diluted earnings per share 1 2 © 2024 AAR CORP. All rights reserved worldwide. Q2 FY25 Q2 FY24 Earnings (loss) per share ($0.87) $0.67 FCPA settlement and investigation costs 1.67 0.08 Acquisition, integration, and amortization expenses 0.20 0.09 Loss related t