Air T, Inc. (AIRT) Stock

Air T, Inc. (AIRT) is a Industrials stock trading at $29.40 (as of 2026-08-24), with a market capitalization of $79.46M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Air T, Inc., through its subsidiaries, provides overnight air cargo, ground equipment sale, and commercial jet engines and parts, and printing equipment and maintenance services in the United States and internationally. The company's Overnight Air Cargo segment offers air express delivery services. As of March 31, 2022, this segment had 72 aircraft under the dry-lease agreements with FedEx. Its Ground Equipment Sales segment manufactures, sells, and services aircraft deicers, scissor-type lifts, military and civilian decontamination units, flight-line tow tractors, glycol recovery vehicles, and other specialized equipment. This segment sells its products to passenger and cargo airlines, ground handling companies, the United States Air Force, airports, and industrial customers. Its Commercial Aircraft, Engines and Parts segment offers commercial aircraft trading, leasing, and parts solutions; commercial aircraft storage, storage maintenance, and aircraft disassembly/part-out services; commercial aircraft parts sales, exchanges, procurement services, consignment programs, and overhaul and repair services; and aircraft instrumentation, avionics, and a range of electrical accessories for civilian, military transport, regional/commuter and business/commercial jet, and turboprop aircraft. This segment also provides composite aircraft structures, and repair and support services. Air T, Inc. was incorporated in 1980 and is based in Denver, North Carolina.

Understand Air T, Inc.: how it makes money

Air T, Inc. provides overnight air cargo services, sells and services aircraft ground equipment, and also provides commercial aircraft engine and parts, plus digital solutions, and operates in the United States and internationally. It makes money by charging for air express delivery, by selling and servicing equipment and parts, and by generating revenue from its digital solutions.

The profit engine is the overnight air cargo operation, which depends on operating a leased aircraft fleet under dry-lease agreements (including FedEx) and converting fleet-driven delivery volume into segment revenue, alongside equipment sales and services.

Revenue by segment (latest quarter)
Overnight Cargo$0.1B
Digital Solutions$0.0B

Business quality (Mixed): Operating results show an operating margin of -5.3% (operating loss) on the latest reported period, and the provided segment revenue candidates do not reconcile to the reported total revenue, so investors should verify segment disclosures before drawing conclusions.

Valuation: At 1× earnings, AIRT trades 95% below the Transportation average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Cargo revenue anchor: The Overnight Air Cargo segment revenue is listed at 0.09 USD_B in the provided breakdown, indicating this is a core revenue contributor.
  • Fleet-backed delivery model: As of March 31, 2022, the Overnight Air Cargo segment had 72 aircraft under dry-lease agreements with FedEx, and the provided operating metrics also show an overnight cargo fleet aircraft count of 105.

Bear case

  • Operating loss: The latest reported operating margin is -5.3%, which indicates profitability is currently a challenge.
  • Key dependence on delivery fleet economics: Overnight air cargo relies on dry-lease aircraft agreements (including FedEx). If utilization, costs, or contract economics worsen, it can pressure segment results.
  • Segment reporting mismatch risk: The provided segment revenue candidate values do not sum to the reported total revenue (0.1 USD_B), which increases uncertainty until investors reconcile the official segment totals.
Valuation — source: SEC EDGAR (first-party)
Price$29.40
Market Cap$79.46M
EV / EBITDA103.8
Price / Book1.19
Price / Sales0.25
FCF Yield-73.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$327.09M
Net Margin23.8%
Revenue Growth (YoY)12.1%
EPS Growth (YoY)-1393.7%
FCF Growth (YoY)-285.3%
Financial Health — source: SEC EDGAR
Altman Z-Score1.32 (distress)
Valuation vs Sector & Industry
Sector P/E (Industrials)26.0
Industry P/E (Transportation)17.0
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderRENAISSANCE TECHNOLOGIES LLC ($2.32M)
Institutional Holders Tracked10
Company
SectorIndustrials
IndustryTransportation
CEONicholas John Swenson
Employees624
CountryUS
IPO Date1984-04-24

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AIRT earnings history · AIRT institutional & insider holders · AIRT KPIs & operating metrics · AIRT financials · AIRT investor presentations & press releases · AIRT SEC filings · AIRT peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.