AAR (AIR): FY27 Q1 earnings call, Sep 29, 2026
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.
UpdatedMarkets
11 words · 2 settled yes · our count agreed on 11 of 11- 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 |
|---|---|---|---|---|---|---|
| MRO Holdings | Yes | 37 | 38 | ✓ | 15%transcripts from the transcript model | – |
| El Salvador | Yes | 3 | 3 | ✓ | 15%transcripts from the transcript model | – |
| Delta | No | 0 | 0 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Oklahoma City | No | 0 | 0 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| Aircraft Reconfig | No | 0 | 0 | ✓ | 55%n=1+tx from settlement history blended with transcripts | – |
| Iran / Middle East | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 17%n=1+tx from settlement history blended with transcripts | – |
| Headwind | No | 0 | 0 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – |
| Pritzker | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Oil | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
38 matches for “MRO Holdings”; 5 quoted, at least 25 words apart.
…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…
…afternoon, we announced an agreement to acquire a 65% controlling interest in MRO Holdings, a leading airframe heavy maintenance provider with a significant footprint across…
…a result of the highly strategic combination of AAR's aftermarket solutions and MRO Holdings footprint, we will achieve a scale that accelerates the growth across…
…to Dylan to discuss the segments and our updated outlook, and then I'll come back to walk through the MRO Holdings transaction in more detail.
…would also note that we will close the PIPE associated with the MRO Holdings transaction this week and issue 2.2 million shares, which will be…
Where the listed words were said
…includes some of the world's largest airlines. Importantly, both our second quarter and full-year fiscal 2027 outlooks exclude any impact from the MRO Holdings acquisition.
…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