View ValuationMadison Air Solutions 将来の成長Future 基準チェック /36Madison Air Solutions利益と収益がそれぞれ年間35.9%と7.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.9% 21.1%なると予測されています。主要情報35.9%収益成長率21.14%EPS成長率Building 収益成長20.5%収益成長率7.1%将来の株主資本利益率15.91%アナリストカバレッジGood最終更新日06 Jul 2026今後の成長に関する最新情報お知らせ • May 13Madison Air Solutions Corporation Provides Earnings Guidance for the Full Year 2026Madison Air Solutions Corporation provided earnings guidance for the full year 2026. For the year, the company expects Net Sales to be $3,750 to $3,850 million.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jul 06Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at US$37.91. The fair value is estimated to be US$31.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 36% per annum over the same time period.Seeking Alpha • Jun 23Madison Air Solutions: Mission-Critical Air Demand Makes This A BuySummary Initiating Madison Air Solutions (MAIR) at buy, driven by robust structural demand for mission-critical air solutions beyond traditional HVAC cycles. MAIR’s Commercial segment benefits from AI-driven data center growth, with Q1 2026 organic sales up 17.2% and backlog surging 125% year-over-year. AprilAire acquisition strengthens Residential portfolio, targeting higher revenue per job and reducing reliance on equipment replacement cycles. Valuation at 23x EBITDA offers ~60% upside if MAIR achieves $1.59B adj. EBITDA by FY29; key risks are backlog conversion pace and Residential segment softness. Read the full article on Seeking Alphaお知らせ • Jun 17Madison Air Solutions Corporation Announces Management Changes, Effective June 17, 2026Madison Air Solutions Corporation appointed David M. Wisniewski to the position of Chief Accounting Officer of the Company, effective June 17, 2026. In connection with this appointment, Michael Kenning will continue in his role as Global Controller and will no longer serve as the Company’s Interim Chief Accounting Officer effective June 17, 2026. Mr. Wisniewski, age 57, most recently served as Vice President, Global Controller and Chief Accounting Officer of James Hardie Industries PLC (NYSE: JHX; ASX: JHX), a global provider of exterior home and outdoor living solutions, from April 2024 to March 2026. Prior to this role, Mr. Wisniewski served as Senior Vice President and Chief Accounting Officer of Gates Industrial Corporation PLC (NYSE: GTES), a global manufacturer of power transmission and fluid power solutions, from April 2018 to April 2024. Mr. Wisniewski received a Bachelor of Business Administration from the University of Michigan and is a Certified Public Accountant licensed in Michigan.ライブニュース • May 14Madison Air Solutions Posts Strong Sales and Backlog After Landmark IPO and Upbeat GuidanceMadison Air Solutions reported Q1 2026 pro forma net sales of $923.7m, up 33.8% year over year and about 8.8% above Wall Street expectations, with adjusted EBITDA of $233.4m and higher margins supported by demand in data centers and logistics. The company completed a large IPO in April 2026, raising $2.58b in net proceeds and using most of it to repay $2.66b of term loans, which reduced net leverage and followed an earlier $2.23b IPO that ranked as the largest U.S. industrial listing in nearly 30 years. Management issued 2026 guidance for net sales of $3.75b to $3.85b and adjusted EBITDA of $1.02b to $1.065b. The backlog more than doubled year over year, and the AprilAire integration is reported to be progressing toward expected year-end synergies. Analysts from major banks have mostly positive ratings with price targets in the mid-$40s. The combination of strong Q1 results, sizable backlog and debt reduction gives Madison Air Solutions more financial flexibility as it leans into demand for HVAC and indoor air quality solutions in areas like data centers and hospitals. Investors may want to watch execution on the AprilAire integration and whether the projected revenue mix from fast-growing data center end markets materializes as analysts expect.お知らせ • May 13Madison Air Solutions Corporation Provides Earnings Guidance for the Full Year 2026Madison Air Solutions Corporation provided earnings guidance for the full year 2026. For the year, the company expects Net Sales to be $3,750 to $3,850 million.Buy Or Sell Opportunity • Apr 30Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at US$38.18. The fair value is estimated to be US$30.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only.お知らせ • Apr 29Madison Air Solutions Corporation to Report Q1, 2026 Results on May 12, 2026Madison Air Solutions Corporation announced that they will report Q1, 2026 results Pre-Market on May 12, 2026お知らせ • Apr 16Madison Air Solutions Corporation has completed an IPO in the amount of $2.232692 billion.Madison Air Solutions Corporation has completed an IPO in the amount of $2.232692 billion. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 82,692,308 Price\Range: $27業績と収益の成長予測NYSE:MAIR - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,363577712794812/31/20274,0734836427121112/31/20263,832346530601123/31/20263,57395439484N/A12/31/20253,34098440480N/A12/31/20242,62593-1018N/A12/31/20232,55632262288N/Aアナリストによる今後の成長予測収入対貯蓄率: MAIRの予測収益成長率 (年間35.9% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: MAIRの収益 ( 35.9% ) はUS市場 ( 18.2% ) よりも速いペースで成長すると予測されています。高成長収益: MAIRの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: MAIRの収益 ( 7.1% ) US市場 ( 13% ) よりも低い成長が予測されています。高い収益成長: MAIRの収益 ( 7.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MAIRの 自己資本利益率 は、3年後には低くなると予測されています ( 15.9 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/12 02:46終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Madison Air Solutions Corporation 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Timothy WojsBairdJulian MitchellBarclaysAndrew ObinBofA Global Research9 その他のアナリストを表示
お知らせ • May 13Madison Air Solutions Corporation Provides Earnings Guidance for the Full Year 2026Madison Air Solutions Corporation provided earnings guidance for the full year 2026. For the year, the company expects Net Sales to be $3,750 to $3,850 million.
Buy Or Sell Opportunity • Jul 06Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at US$37.91. The fair value is estimated to be US$31.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 36% per annum over the same time period.
Seeking Alpha • Jun 23Madison Air Solutions: Mission-Critical Air Demand Makes This A BuySummary Initiating Madison Air Solutions (MAIR) at buy, driven by robust structural demand for mission-critical air solutions beyond traditional HVAC cycles. MAIR’s Commercial segment benefits from AI-driven data center growth, with Q1 2026 organic sales up 17.2% and backlog surging 125% year-over-year. AprilAire acquisition strengthens Residential portfolio, targeting higher revenue per job and reducing reliance on equipment replacement cycles. Valuation at 23x EBITDA offers ~60% upside if MAIR achieves $1.59B adj. EBITDA by FY29; key risks are backlog conversion pace and Residential segment softness. Read the full article on Seeking Alpha
お知らせ • Jun 17Madison Air Solutions Corporation Announces Management Changes, Effective June 17, 2026Madison Air Solutions Corporation appointed David M. Wisniewski to the position of Chief Accounting Officer of the Company, effective June 17, 2026. In connection with this appointment, Michael Kenning will continue in his role as Global Controller and will no longer serve as the Company’s Interim Chief Accounting Officer effective June 17, 2026. Mr. Wisniewski, age 57, most recently served as Vice President, Global Controller and Chief Accounting Officer of James Hardie Industries PLC (NYSE: JHX; ASX: JHX), a global provider of exterior home and outdoor living solutions, from April 2024 to March 2026. Prior to this role, Mr. Wisniewski served as Senior Vice President and Chief Accounting Officer of Gates Industrial Corporation PLC (NYSE: GTES), a global manufacturer of power transmission and fluid power solutions, from April 2018 to April 2024. Mr. Wisniewski received a Bachelor of Business Administration from the University of Michigan and is a Certified Public Accountant licensed in Michigan.
ライブニュース • May 14Madison Air Solutions Posts Strong Sales and Backlog After Landmark IPO and Upbeat GuidanceMadison Air Solutions reported Q1 2026 pro forma net sales of $923.7m, up 33.8% year over year and about 8.8% above Wall Street expectations, with adjusted EBITDA of $233.4m and higher margins supported by demand in data centers and logistics. The company completed a large IPO in April 2026, raising $2.58b in net proceeds and using most of it to repay $2.66b of term loans, which reduced net leverage and followed an earlier $2.23b IPO that ranked as the largest U.S. industrial listing in nearly 30 years. Management issued 2026 guidance for net sales of $3.75b to $3.85b and adjusted EBITDA of $1.02b to $1.065b. The backlog more than doubled year over year, and the AprilAire integration is reported to be progressing toward expected year-end synergies. Analysts from major banks have mostly positive ratings with price targets in the mid-$40s. The combination of strong Q1 results, sizable backlog and debt reduction gives Madison Air Solutions more financial flexibility as it leans into demand for HVAC and indoor air quality solutions in areas like data centers and hospitals. Investors may want to watch execution on the AprilAire integration and whether the projected revenue mix from fast-growing data center end markets materializes as analysts expect.
お知らせ • May 13Madison Air Solutions Corporation Provides Earnings Guidance for the Full Year 2026Madison Air Solutions Corporation provided earnings guidance for the full year 2026. For the year, the company expects Net Sales to be $3,750 to $3,850 million.
Buy Or Sell Opportunity • Apr 30Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at US$38.18. The fair value is estimated to be US$30.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
お知らせ • Apr 29Madison Air Solutions Corporation to Report Q1, 2026 Results on May 12, 2026Madison Air Solutions Corporation announced that they will report Q1, 2026 results Pre-Market on May 12, 2026
お知らせ • Apr 16Madison Air Solutions Corporation has completed an IPO in the amount of $2.232692 billion.Madison Air Solutions Corporation has completed an IPO in the amount of $2.232692 billion. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 82,692,308 Price\Range: $27