AAR (AIR): FY25 Q4 earnings call, Jul 16, 2025

Wed, Jul 16Earnings callSpeaker-labelled transcriptAAR

No Kalshi or Polymarket word markets were listed for AAR’s Jul 16, 2025 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

9 matches for “Delta”; 5 quoted, at least 25 words apart.

John Mc Clain Holmescompanyprepared

…we announced several new business wins, including our largest win yet with Delta Airlines. Trax was selected by Delta to modernize Delta TechOps' maintenance and…

Michael Louie D Di Palmaanalystqa

…$50 million revenue threshold, and you also announced the marquee win with Delta along with prior wins with Virgin Atlantic, Amerijet and Rolls-Royce. And so…

John Mc Clain Holmescompanyqa

…The wins that we've been announcing continue to add to that growth. Delta is the most significant. It is a multiyear implementation. So it will…

Michael David Leshockanalystqa

Okay. And then on Trax, with the Delta agreement, you touched on it a bit, but I'm curious if there's any way to frame the…

John Mc Clain Holmescompanyqa

Yes. The Delta implementation will occur over a multiyear period, and there are different phases as it ramps up to maturity. But obviously, we're spending…

Agents: this page as TSV at /api/v1/appearances/aar:2025-07-16:earnings_call · words: /api/v1/brief?appearance=aar:2025-07-16:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP