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.

3 matches for “El Salvador”; 2 quoted, at least 25 words apart.

John Holmescompanyprepared

…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…

John Holmescompanyprepared

…plans underway to add an additional eighth hangar to its location in El Salvador. We believe the combination of scale, flexibility, and additional capacity creates…

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…

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