AAR (AIR): FY26 Q3 earnings call, Mar 24, 2026

Tue, Mar 24Earnings callSpeaker-labelled transcriptAAR

On its Mar 24, 2026 earnings call (FY26 Q3), AAR said 3 of the 9 words Kalshi listed; Parrot’s count agreed with all 9 settlements. Quotes below are at most 25 words each.

Updated

Markets

9 words · 3 settled yes · our count agreed on 9 of 9

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Delta Yes68✓77%transcripts from the transcript model–
Oklahoma City Yes11✓81%transcripts from the transcript model–
Aircraft Reconfig Yes11✓34%transcripts from the transcript model–
Tariff No00✓52%transcripts from the transcript model–
Headwind No00✓36%transcripts from the transcript model–
Iran No01✓16%transcripts from the transcript model–
Oil No01✓16%transcripts from the transcript model–
Otto No00✓16%transcripts from the transcript model–
Shutdown / Shut Down No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

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

Where the listed words were said

John Holmescompany“Delta” · prepared

…of new customers as well as existing customer upgrades. Trax's agreement with Delta continues to ramp, already Trax has been deployed to more than 2,000…

John Holmescompany“Oklahoma City” · prepared

…is ahead of schedule, and our hanger expansions are on track with Oklahoma City now complete, and I am expected to be operational later this…

Agents: this page as TSV at /api/v1/appearances/aar:2026-03-24:earnings_call · words: /api/v1/brief?appearance=aar:2026-03-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP