AAR (AIR) has reaffirmed its fiscal Q2 2026 outlook and remains focused on integrating recent acquisitions, expanding margins, and potentially reinstating annual guidance, RBC Capital Markets said in a note Tuesday.

The company reiterated guidance of 8.5% organic growth and 9.8% adjusted operating margins for the quarter, both at midpoints, according to the note.

RBC expects 8.3% growth with 9.6% margins, while consensus revenue stands at $759 million versus RBC's $762 million forecast, the note added.

AAR sees long-term opportunity in driving margin improvement and capturing cost synergies following its acquisitions of ADI and HEACO Americas, RBC analysts noted.

AAR has appointed Sarah Flanagan as interim CFO, after Sean Gillen left, and is being considered alongside other candidates for the permanent position, the investment firm said.

RBC analysts noted Gillen's impact on AAR's deal-making and said the finance team's focus will remain on integration and operational efficiencies.

RBC maintained an outperform rating for AAR with a $90 price target.

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