View ValuationMadison Air Solutions 향후 성장Future 기준 점검 3/6Madison Air Solutions (는) 각각 연간 43.8% 및 6.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 42.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.2% 로 예상됩니다.핵심 정보43.8%이익 성장률42.56%EPS 성장률Building 이익 성장21.7%매출 성장률6.8%향후 자기자본이익률13.19%애널리스트 커버리지Good마지막 업데이트03 Aug 2026최근 향후 성장 업데이트공고 • 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.모든 업데이트 보기Recent updatesReported Earnings • Aug 04Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.15. Net income: US$69.2m (up US$69.2m from 2Q 2025). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Building industry in the US.실시간 뉴스 • Jul 31Madison Air Solutions Raises Guidance After Posting Record Backlog and Completing IPOMadison Air Solutions reported strong Q2 2026 results, with double-digit net sales growth and a record backlog across its markets, and raised full-year net sales and Adjusted EBITDA guidance based on first-half performance and revenue visibility. The company completed its IPO and a private placement during the quarter, which management says strengthened financial flexibility and supported a reduction in debt. Madison Air Solutions shares trade at $29.14, with the stock down 25.3% over the past 30 days despite the Q2 update and guidance increase. The combination of a record backlog, higher guidance and lower leverage indicates that the business may have more operational and financial flexibility, while the recent share price pullback suggests that investors are continuing to weigh that progress against the risks or execution questions they perceive.공고 • Jul 16Madison Air Solutions Corporation to Report Q2, 2026 Results on Jul 30, 2026Madison Air Solutions Corporation announced that they will report Q2, 2026 results Pre-Market on Jul 30, 2026Buy 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 Alpha공고 • 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.실시간 뉴스 • 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.공고 • 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.공고 • 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, 2026공고 • 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: $27이익 및 매출 성장 예측NYSE:MAIR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,455555711793912/31/20274,1644856397101212/31/20263,893340501567106/30/20263,745142430477N/A3/31/20263,57395439484N/A12/31/20253,34098440480N/A12/31/20242,62593-1018N/A12/31/20232,55632262288N/A애널리스트 향후 성장 전망수입 대 저축률: MAIR 의 연간 예상 수익 증가율(43.8%)이 saving rate(3.7%)보다 높습니다.수익 vs 시장: MAIR 의 연간 수익(43.8%)이 US 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MAIR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: MAIR 의 수익(연간 6.8%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MAIR 의 수익(연간 6.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MAIR의 자본 수익률은 3년 후 13.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/09 18:32종가2026/08/07 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Madison Air Solutions Corporation는 11명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Timothy WojsBairdAndrew ObinBofA Global ResearchAndrew KaplowitzCitigroup Inc8명의 분석가 더 보기
공고 • 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.
Reported Earnings • Aug 04Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.15. Net income: US$69.2m (up US$69.2m from 2Q 2025). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Building industry in the US.
실시간 뉴스 • Jul 31Madison Air Solutions Raises Guidance After Posting Record Backlog and Completing IPOMadison Air Solutions reported strong Q2 2026 results, with double-digit net sales growth and a record backlog across its markets, and raised full-year net sales and Adjusted EBITDA guidance based on first-half performance and revenue visibility. The company completed its IPO and a private placement during the quarter, which management says strengthened financial flexibility and supported a reduction in debt. Madison Air Solutions shares trade at $29.14, with the stock down 25.3% over the past 30 days despite the Q2 update and guidance increase. The combination of a record backlog, higher guidance and lower leverage indicates that the business may have more operational and financial flexibility, while the recent share price pullback suggests that investors are continuing to weigh that progress against the risks or execution questions they perceive.
공고 • Jul 16Madison Air Solutions Corporation to Report Q2, 2026 Results on Jul 30, 2026Madison Air Solutions Corporation announced that they will report Q2, 2026 results Pre-Market on Jul 30, 2026
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
공고 • 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.
실시간 뉴스 • 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.
공고 • 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.
공고 • 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
공고 • 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