Madison Air Solutions Corp
Madison Air Solutions makes and sells indoor air quality equipment for residential customers and industries including healthcare, life sciences, manufacturing, data centers, logistics and education. Its products cover heating, air conditioning, filtration, purification and air movement. Brands include Reznor, AprilAire, Big Ass Fans, Nortek Air Solutions and Roberts-Gordon. The company also offers custom design, installation, repair and maintenance services. It sells directly and through representatives, distributors and retailers, and is based in Chicago, Illinois.
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No SEC Form 4 filings for $MAIR in the last 30 days.
See all $MAIR insider activity →Baron Capital's Q3 2026 investor letter highlights Madison Air Solutions (NYSE:MAIR) as a new holding, citing its strong fundamentals and growth prospects. MAIR closed at $23.94 with a $12.01B market cap, up 4.19% over the past month. The company reports high EBITDA margins, strong free cash flow, and a robust order backlog.
Stifel kept its Buy rating on Madison Air Solutions but increased its price target to $36 from $35, suggesting a 56.3% upside from the Nov 6 close of $23.04.
Madison Air Solutions reported Q3 commercial adjusted EBITDA margin of 26%, with margin pressure from data center cooling. Residential net sales rose 3% to $356M, with adjusted EBITDA up 12% to $105M. The company raised full-year net sales and EBITDA guidance, expecting low double-digit Q4 sales growth. Madison Air plans to acquire ebm-papst, with $2.25B raised via PIPE offering. Data center demand remains strong, with no major capacity investments planned for 2027.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning MAIR (Madison Air Solutions Corp). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent MAIR coverage spans financial news, earnings and insider activity.
Fund initiation may provide short‑term buying pressure on MAIR.
Stifel kept its Buy rating on Madison Air Solutions but increased its price target to $36 from $35, suggesting a 56.3% upside from the Nov 6 close of $23.04.
Guidance is roughly in line with expectations but highlights margin pressure from data‑center cooling, which may weigh on the stock.
RBC Capital kept its Outperform rating on Madison Air Solutions but cut its price target to $29 from $35, a 17.1% reduction. This implies a 35.4% upside from the Nov 5 close of $21.42, according to the firm.
Guidance raise suggests stronger future revenue and cost efficiency.
AlphAI scores every news story that mentions MAIR with an AI model for sentiment and relevance, and aggregates insider trades from Madison Air Solutions Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Baron Capital's Q3 2026 investor letter highlights Madison Air Solutions (NYSE:MAIR) as a new holding, citing its strong fundamentals and growth prospects. MAIR closed at $23.94 with a $12.01B market cap, up 4.19% over the past month. The company reports high EBITDA margins, strong free cash flow, and a robust order backlog.
Stifel kept its Buy rating on Madison Air Solutions but increased its price target to $36 from $35, suggesting a 56.3% upside from the Nov 6 close of $23.04.
Madison Air Solutions reported Q3 commercial adjusted EBITDA margin of 26%, with margin pressure from data center cooling. Residential net sales rose 3% to $356M, with adjusted EBITDA up 12% to $105M. The company raised full-year net sales and EBITDA guidance, expecting low double-digit Q4 sales growth. Madison Air plans to acquire ebm-papst, with $2.25B raised via PIPE offering. Data center demand remains strong, with no major capacity investments planned for 2027.
RBC Capital kept its Outperform rating on Madison Air Solutions but cut its price target to $29 from $35, a 17.1% reduction. This implies a 35.4% upside from the Nov 5 close of $21.42, according to the firm.
Madison Air (MAIR) raised its 2026 net sales outlook to $4.05B-$4.125B and targets $160M in cost synergies. Q3 results showed 26% quarterly and 33% year-to-date order growth, with a record backlog of $3.2B, up 119% year-over-year, according to the company.
Madison Air Solutions Corporation (MAIR) reported Q3 Non-GAAP EPS of $0.38, exceeding estimates by $0.09, with revenue of $1.12B, surpassing expectations by $60M. The company also announced a $2.25B private placement.
Madison Air (NYSE:MAIR) plans to sell $2.25B in new stock to fund a $5B German acquisition. Q2 revenue rose 21% to $991.3M, adjusted EBITDA up 18% to $265.8M, and net income up 129% to $70.5M. The company raised its full-year guidance. Chairman Larry Gies will invest $300M. The deal will increase leverage to 3.7x, up from 2.8x. Regulatory approval is pending.
Billionaire Ernesto Bertarelli indirectly purchased 8.8 million shares of Madison Air Solutions (MAIR) at $24.97 per share, totaling $219 million. The acquisition was made through K.C. Armada, LP, bringing his indirect ownership to 11% of the company. MAIR's stock closed at $28.51, a 14% premium over the purchase price. The company has a market cap of $14.3 billion and expects 18% revenue growth this fiscal year.
BERTARELLI ERNESTO purchased 8,770,524 indirectly-held shares of Madison Air Solutions Corp (MAIR) at $24.97 ($219.00M total) on 2026-08-25. Filed jointly with KC Armada LP (10% owner).
La Force Andrew Hudson III purchased 20,000 shares of Madison Air Solutions Corp (MAIR) at $27.84 ($0.56M total) on 2026-08-25.
