Madison Air Solutions (NYSE:MAIR) Releases Quarterly Earnings Results

Madison Air Solutions (NYSE:MAIR) issued its quarterly earnings results on Tuesday. The company reported $83,088.00 earnings per share (EPS) for the quarter, Zacks reports. The business had revenue of $923.70 million during the quarter, compared to the consensus estimate of $847.55 million.

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

• Madison Air posted a strong first quarter, with pro forma net sales up 13% to $924 million and adjusted EBITDA up 16%, while margins expanded to 25.3% despite continued growth investment.
• Demand remained robust, as combined company orders rose 29% and backlog hit a record $2.5 billion, up 116% year over year, giving management good near-term revenue visibility.
• The commercial business was a major driver, with orders up 41% and backlog up 124% on a combined basis. Management said data centers, clean energy, healthcare, and other mission-critical end markets are still seeing strong momentum.
• The residential segment also performed well, helped by strong demand for Aprilaire’s healthy air systems and pricing gains. Management highlighted substantial white-space opportunity, saying most U.S. homes still do not have these products.
• Management raised its 2026 guidance for sales to $3.75 billion-$3.85 billion and adjusted EBITDA to $1.02 billion-$1.065 billion, but noted roughly $100 million of gross tariff costs as a near-term headwind they expect to offset over time.

Madison Air Solutions Trading Down 1.1%

Shares of MAIR stock traded down $0.48 during trading hours on Thursday, reaching $42.02. The company had a trading volume of 943,221 shares, compared to its average volume of 3,783,530. Madison Air Solutions has a one year low of $31.00 and a one year high of $44.25.

Analysts Set New Price Targets

Several research analysts recently issued reports on the stock. Stifel Nicolaus began coverage on shares of Madison Air Solutions in a research note on Monday. They issued a “buy” rating and a $47.00 price target for the company. Wolfe Research began coverage on shares of Madison Air Solutions in a research note on Monday. They set a “peer perform” rating for the company. Jefferies Financial Group began coverage on shares of Madison Air Solutions in a research note on Tuesday. They set a “hold” rating and a $45.00 price objective for the company. Robert W. Baird began coverage on shares of Madison Air Solutions in a research note on Monday. They set an “outperform” rating and a $48.00 price objective for the company. Finally, Citigroup began coverage on shares of Madison Air Solutions in a research note on Monday. They set a “buy” rating and a $49.00 price objective for the company. Three investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $47.00.

About Madison Air Solutions

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.