AAR (AIR): FY27 Q1 earnings call, Sep 29, 2026

Tue, Sep 29Earnings callSpeaker-labelled transcriptAAR

On its Sep 29, 2026 earnings call (FY27 Q1), AAR said 2 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 2 settled yes · our count agreed on 11 of 11

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
MRO Holdings Yes3738✓15%transcripts from the transcript model–
El Salvador Yes33✓15%transcripts from the transcript model–
Delta No00✓84%n=1+tx from settlement history blended with transcripts–
Oklahoma City No00✓81%n=1+tx from settlement history blended with transcripts–
Aircraft Reconfig No00✓55%n=1+tx from settlement history blended with transcripts–
Iran / Middle East No00✓33%transcripts from the transcript model–
Tariff No00✓17%n=1+tx from settlement history blended with transcripts–
Headwind No00✓15%n=1+tx from settlement history blended with transcripts–
Pritzker No00✓15%transcripts from the transcript model–
Oil No00✓12%n=1+tx from settlement history blended with transcripts–
Shutdown / Shut Down No00✓12%n=1+tx from settlement history blended with transcripts–

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

Chris Tillettcompany“MRO Holdings” · prepared

…first quarter earnings and the announced acquisition of a controlling interest in MRO Holdings. We're joined today by John Holmes, Chairman, President, and Chief Executive…

John Holmescompany“El Salvador” · prepared

…is a scaled, highly differentiated heavy maintenance provider with five locations across El Salvador, Mexico, Colombia, and the U.S., and room to expand further in…

Agents: this page as TSV at /api/v1/appearances/aar:2026-09-29:earnings_call · words: /api/v1/brief?appearance=aar:2026-09-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP