US · Industrials · Building Products & Equipment
EPS came in at 0.31 against a street estimate of 0.24 — a beat of 29.2%.
with an average price target of $41.89.
CONFIDENT Madison Air delivered 14% pro forma revenue growth and 12% EBITDA growth in Q2. Record $2.9B backlog (+133% YoY) with 50%+ converting in 2027+. Raised FY26 guidance; data center growth and broad commercial strength offset residential softness. Q2 FY26 Madison Air operates almost entirely in North America with no material geographic breakdown by segment. Analysts pressed on diversification (confirming ex-data-center momentum), supply chain/capacity readiness (management reassured), and residential margin drivers (split 1/3 mix, 2/3 pricing). Management emphasized decentralized model strength and tariff timing recovery in H2. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Durable Capital Partners LP | 2.03% |
| SCHF (GPE), LLC | 1.48% |
| Pictet Asset Manangement SA | 0.88% |
| Zimmer Partners LP | 0.83% |
| Forest Avenue Capital Management LP | 0.81% |
| XN LP | 0.52% |
| D1 Capital Partners L.P. | 0.25% |
| NORGES BANK | 0.20% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 MADISON AIR SOLUTIONS CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Private Placement Size: $2.25 billion in gross proceeds expected • Shares Is | 2026-08-25 |
| Material agreement · Q3 2026 MADISON AIR SOLUTIONS CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Enterprise Purchase Price: EUR 4,775.0 million for acquiring ebm-papst Mulfi | 2026-08-17 |
| Quarterly report · Q2 2026 MADISON AIR SOLUTIONS CORPORATION – Q2 2026 SUMMARY HEADLINE NUMBERS • Backlog (June 30, 2026): $2,868.4 million – up 32.7% from December 31, 2025 ( | 2026-07-30 |
| Results announced · Q3 2026 MADISON AIR SOLUTIONS CORPORATION - Q2 2026 SUMMARY HEADLINE NUMBERS • Net sales $991.3 million, up 21% year-over-year (up 14% on pro forma basis) • | 2026-07-30 |
| Board / officer change · Q2 2026 MADISON AIR SOLUTIONS CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Chief Accounting Officer annual base salary: $355,000 • Annual incentive awar | 2026-06-16 |
| Quarterly report · Q1 2026 MADISON AIR SOLUTIONS CORPORATION — Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Outstanding shares: 176.9 million Class A and 324.4 million Class B | 2026-05-12 |
Readable in the app.
| Announcement | Date |
|---|---|
| Private placement to fund acquisition of ebm-papst entities Madison Air Solutions Corporation announced a $2.25 billion private placement of 90.1 million shares of Class A common stock at $24.97 per share on August 25, 2026. The capital raise include | 2026-08-25 |
| Acquisition of ebm-papst Group for EUR 4.775 billion Madison Air Solutions Corporation agreed to acquire ebm-papst Mulfingen, a German industrial company, for €4.775 billion in enterprise value (€4.412 billion in cash at closing, expected by D | 2026-08-17 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Madison Air Solutions Corporation — free to start.
Google PlayApp StoreData updated 2026-09-18.