AAR (AIR): FY26 Q3 earnings call, Mar 24, 2026
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.
UpdatedMarkets
9 words · 3 settled yes · our count agreed on 9 of 9- Kalshi: company speakers + operator
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Delta | Yes | 6 | 8 | ✓ | 77%transcripts from the transcript model | – |
| Oklahoma City | Yes | 1 | 1 | ✓ | 81%transcripts from the transcript model | – |
| Aircraft Reconfig | Yes | 1 | 1 | ✓ | 34%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 52%transcripts from the transcript model | – |
| Headwind | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Iran | No | 0 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Oil | No | 0 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Otto | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Delta”; 5 quoted, at least 25 words apart.
…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…
…the implementation. But kind of drilling in on that, you mentioned that Delta, that the partnership with them has been deployed to 2,000 users and…
Yes. Great set of questions. So I'm glad you asked about the Delta implementation. So kind of two ways to think about the Delta implementation.…
…were deployed roughly 1/3 of the way across the user base of Delta. So that -- once all those 6,000 users have this first module…
…and that's where the material ramp-up in the activity and the revenue delta will occur. And so that will start a few months from now…
Where the listed words were said
…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