Madison Air Solutions (NYSE:MAIR) Issues Earnings Results

Madison Air Solutions (NYSE:MAIR – Get Free Report) issued its quarterly earnings data on Tuesday. The company reported $83,088.00 EPS for the quarter, Zacks reports.

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

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• 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 5.4%

NYSE MAIR traded down $2.26 during trading hours on Tuesday, reaching $39.82. 1,899,869 shares of the company traded hands, compared to its average volume of 3,879,820. Madison Air Solutions has a 12 month low of $31.00 and a 12 month high of $44.25.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on MAIR shares. Robert W. Baird started coverage on shares of Madison Air Solutions in a report on Monday. They issued an “outperform” rating and a $48.00 price objective on the stock. Wolfe Research started coverage on shares of Madison Air Solutions in a report on Monday. They issued a “peer perform” rating on the stock. Wells Fargo & Company started coverage on shares of Madison Air Solutions in a report on Monday. They issued an “overweight” rating and a $47.00 price objective on the stock. Royal Bank Of Canada started coverage on shares of Madison Air Solutions in a report on Monday. They issued an “outperform” rating and a $48.00 price objective on the stock. Finally, Citigroup began coverage on shares of Madison Air Solutions in a report on Monday. They issued a “buy” rating and a $49.00 price objective on the stock. Three investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $47.22.

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Key Madison Air Solutions News

Here are the key news stories impacting Madison Air Solutions this week:

• Positive Sentiment: Madison Air reported first-quarter 2026 results showing sharply higher net sales, backlog, orders, adjusted EBITDA, and free cash flow, while also highlighting continued de-leveraging. Madison Air Reports First Quarter 2026 Results
• Positive Sentiment: Several Wall Street firms turned more bullish, including Wells Fargo, Royal Bank of Canada, Robert W. Baird, Barclays, William Blair, and Bank of America, with ratings ranging from buy to strong-buy and price targets implying additional upside. Analyst rating updates
• Positive Sentiment: New coverage from Vertical Research, William Blair, and Bank of America adds visibility and reinforces the market’s improving view of the company’s growth outlook. Vertical Research coverage
• Neutral Sentiment: The company also updated FY 2026 guidance, though the details provided in the feed were incomplete, so investors may be waiting for the full outlook to gauge the impact. Madison Air Reports First Quarter 2026 Results
• Neutral Sentiment: Short interest increased in April, but it remains low relative to trading volume, so this does not appear to be the main driver of the stock move. Short interest update
• Negative Sentiment: Net income declined year over year even as adjusted profitability improved, which may temper enthusiasm somewhat. Madison Air Reports First Quarter 2026 Results

About Madison Air Solutions

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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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