Madison Air Solutions (NYSE:MAIR) Announces Earnings Results, Beats Estimates By $0.08 EPS

by · The Markets Daily

Madison Air Solutions (NYSE:MAIR – Get Free Report) announced its quarterly earnings results on Thursday. The company reported $0.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.30 by $0.08, FiscalAI reports. The business had revenue of $1.13 billion for the quarter. The company’s quarterly revenue was up 25.4% on a year-over-year basis.

Here are the key takeaways from Madison Air Solutions’ conference call:

  • Positive Sentiment: Madison Air raised its 2026 guidance, now expecting net sales of $4.05 billion–$4.125 billion and adjusted EBITDA of $1.04 billion–$1.07 billion, citing strong execution and demand.
  • Positive Sentiment: Orders grew 26% in the quarter, and backlog reached a record $3.2 billion, up 119% year over year; more than 70% is expected to convert in 2027 or later.
  • Negative Sentiment: Adjusted EBITDA margin declined year over year, primarily because rapid growth in data center cooling brought in lower-margin business and required investment in new programs and capacity. Management expects margin improvement as programs mature, though it does not anticipate a single-quarter rebound.
  • Positive Sentiment: The pending ebm-papst acquisition is expected to expand Madison Air’s sales to about $6.9 billion and its addressable market to more than $70 billion; the company remains on track to close soon after year-end and targets $160 million in annual cost synergies by the end of year three.
  • Positive Sentiment: Residential sales grew 3% and adjusted EBITDA rose 12% despite a soft housing market, with margins benefiting from productivity, pricing, and AprilAire synergies.

Madison Air Solutions Price Performance

MAIR stock traded up $0.90 during trading on Friday, reaching $22.32. The company had a trading volume of 1,437,360 shares, compared to its average volume of 2,538,294. The company has a debt-to-equity ratio of 0.84, a quick ratio of 1.21 and a current ratio of 1.82. Madison Air Solutions has a 52 week low of $20.85 and a 52 week high of $44.50. The business’s 50 day moving average price is $24.34. The stock has a market cap of $11.20 billion and a P/E ratio of 0.00.

Analyst Ratings Changes

MAIR has been the topic of a number of recent analyst reports. Wells Fargo & Company cut their price objective on Madison Air Solutions from $46.00 to $33.00 and set an “overweight” rating on the stock in a research report on Monday, August 3rd. Citigroup decreased their target price on Madison Air Solutions from $49.00 to $40.00 and set a “buy” rating for the company in a report on Monday, October 12th. Wall Street Zen raised Madison Air Solutions to a “hold” rating in a research note on Sunday, July 12th. Zacks Research lowered Madison Air Solutions from a “hold” rating to a “strong sell” rating in a research note on Friday, October 9th. Finally, Weiss Ratings cut shares of Madison Air Solutions from a “sell (d+)” rating to a “sell (d)” rating in a report on Monday, September 28th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $42.20.

Check Out Our Latest Research Report on MAIR

Insiders Place Their Bets

In other news, Director Hudson La Force, III bought 20,000 shares of Madison Air Solutions stock in a transaction on Tuesday, August 25th. The shares were purchased at an average price of $27.84 per share, for a total transaction of $556,800.00. Following the acquisition, the director owned 36,713 shares of the company’s stock, valued at approximately $1,022,089.92. The trade was a 119.67% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in MAIR. Simplex Trading LLC lifted its position in Madison Air Solutions by 20.6% during the 3rd quarter. Simplex Trading LLC now owns 2,815 shares of the company’s stock valued at $69,000 after acquiring an additional 481 shares during the period. NewEdge Advisors LLC bought a new stake in shares of Madison Air Solutions in the 2nd quarter worth $94,000. Inspire Investing LLC purchased a new position in Madison Air Solutions in the 3rd quarter worth about $766,000. Engineers Gate Manager LP purchased a new position in shares of Madison Air Solutions during the second quarter valued at approximately $1,503,000. Finally, Bank of New York Mellon Corp bought a new position in shares of Madison Air Solutions during the 2nd quarter valued at $1,659,000.

About Madison Air Solutions

(Get Free Report)

We take up to 25,000 breaths a day and spend up to 90% of our lives indoors, often breathing air that’s two to five times more polluted than outdoor air. Clean air is absolutely essential to human life, yet most people rarely think about the air we breathe at home, in our schools, in healthcare facilities and in the workplace. Poor air quality doesn’t just affect comfort; it undermines health, productivity and performance. Improving air quality is a fundamental principle that is a key tenet in everything we do.

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