Madison Air Solutions Corp (MAIR) is a Industrials stock trading at $26.23 (as of 2026-08-20), with a market capitalization of $12.43B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.
Understand Madison Air Solutions Corp: how it makes money
Madison Air Solutions Corp operates in the Machinery (Industrials) sector, generating revenue and producing a 39% gross margin and about 20% operating margin from its core machinery business.
With gross margin of 39% translating into operating margin of 20%, the company’s profit model depends on maintaining strong unit economics while controlling operating expenses.
Business quality (Solid): Business quality grade: Solid
Bull case
Top-line momentum is strong: Quarterly revenue is $1.0B (+21% YoY). That supports the idea that the business is expanding and generating more sales to drive profits.
Profitability holds at the operating level: Gross margin is 39%, and operating margin is 20%. This indicates the company retains meaningful profitability after operating costs.
Bear case
Operating costs create margin exposure: Gross margin is 39%, but operating margin is 20%, implying a substantial portion of gross profit is absorbed by operating expenses. If costs rise, operating margin has limited headroom based on these figures.
Growth durability is not evidenced here: The provided data shows quarterly revenue of $1.0B (+21% YoY) for the period ended 2026-06-30. With only this single-period growth figure in the facts provided, investors may have less visibility into whether the growth rate can be sustained.
Valuation — source: SEC EDGAR (first-party)
Price
$26.23
Market Cap
$12.43B
Price / Book
3.41
FCF Yield
2.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)
$3.34B
Net Margin
3.7%
Revenue Growth (YoY)
20.9%
EPS Growth (YoY)
114.3%
FCF Growth (YoY)
-6.5%
Valuation vs Sector & Industry
Sector P/E (Industrials)
25.9
Industry P/E (Machinery)
32.3
Company
Sector
Industrials
Industry
Machinery
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