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May 31, 2020

AAR Corp Q4 2020 Earnings Report

AAR Corp's Q4 earnings were significantly affected by COVID-19, with sales decreasing by 26% compared to the prior year, but government and defense sales grew by 8%.

Key Takeaways

AAR Corp reported a decrease in sales and a loss from continuing operations due to the impact of COVID-19 and restructuring actions. While commercial airline volumes decreased, government and defense activities saw growth. The company took cost reduction actions and focused on the commercial cargo market to mitigate the impact.

Consolidated sales decreased 26% year-over-year due to COVID-19 and grounding of the commercial fleet.

Sales to government and defense customers in the Aviation Services segment increased 8% year-over-year.

The company executed cost reduction actions to align expenses with revenue.

A sole source firm-fixed-price $125 million contract was awarded from the U.S. Air Force to produce and repair 463L cargo pallets.

Total Revenue
$417M
Previous year: $563M
-26.0%
EPS
$0.26
Previous year: $0.64
-59.4%
Government Sales %
47%
Previous year: 35%
+34.3%
Gross Profit
$36.2M
Previous year: $94.7M
-61.8%
Cash and Equivalents
$405M
Previous year: $21.3M
+1800.0%
Free Cash Flow
-$32.5M
Previous year: $37.8M
-186.0%
Total Assets
$2.08B
Previous year: $1.52B
+37.0%

AAR Corp

AAR Corp

AAR Corp Revenue by Segment

Forward Guidance

Given the continued macro uncertainty from the impact of COVID-19, the company will not be providing financial guidance for Fiscal Year 2021 at this time.