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.

1 match for “Aircraft Reconfig”; 1 quoted, at least 25 words apart.

John Holmescompanyprepared

…to 18-month window we provided previously. We also expect our acquisition of Aircraft Reconfig Technologies, or ART, to close in the fourth quarter. In our…

Where the listed words were said

John Holmescompany“Delta” · prepared

…ramp, already Trax has been deployed to more than 2,000 users across Delta, and we expect this to increase to more than 6,000 users in…

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