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.
13 matches for “Synergy”; 5 quoted, at least 25 words apart.
We see compelling synergy opportunities across our platform, and the strong cash generation of the combined business will support our path back towards our target…
…by approximately 30% and improves adjusted EBITDA margin from roughly 12%-16% before synergies. It also meaningfully enhances our cash conversion profile, and we expect the…
…annual sales and nearly $700 million of adjusted EBITDA. Our adjusted EBITDA margin increases by 400 basis points from roughly 12% to 16% before synergies.
…Commercial Programs. Following the close of this acquisition and including the cost synergies we have identified, we now expect adjusted EBITDA margins to reach 19%-20%…
…a 10.7x multiple on adjusted EBITDA net of the tax benefit and synergies. The acquisition will be financed through a combination of debt and equity.…
Where the listed words were said
…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…
…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