Equity Profile

MAIR

Madison Air Solutions Corporation

IndustrialsBuilding Products$15.9B

Aug11Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Madison Air Solutions Corporation operates in the industrials sector, focusing on building products. With a market cap of $16 billion, the company plays a crucial role in providing essential solutions for air management in various structures, which is increasingly important as construction and renovation activities rise.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's performance.

$0.30

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$986M

Wall Street expectations, options signals, track record, and call prep available with Pro.

MAIR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 3Q

EPS Beat Streak

EPS Beat Rate

33%

Avg EPS Surprise

+18463811.11%

Avg Stock Reaction

-0.80%

Last Quarter Recap

In the last quarter, Madison Air Solutions reported an unexpected EPS of $83,088, significantly beating estimates. However, there was no revenue reported, leading to a stock decline of 2.4% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Madison Air Solutions to report a solid quarter with earnings of $0.30 per share and revenues around $986 million. The market is keen to see if the company can maintain its positive earnings surprise trend.

Bull Case

If the company exceeds EPS and revenue expectations, it could signal strong demand and operational efficiency, potentially driving the stock higher.

Bear Case

Conversely, if earnings fall short or revenue is significantly below expectations, it may raise concerns about market demand and operational challenges.

Key Metrics to Watch

EPS

$0.30

Earnings per share is a key indicator of profitability and helps investors gauge the company's performance.

Revenue

$986M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS meet or exceed the consensus estimate of $0.30?

A strong EPS could reinforce investor confidence and support a positive stock reaction.

What revenue figures will the company report, and how do they compare to the $986 million consensus?

Revenue performance is critical for assessing overall business health and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for Madison Air Solutions to exceed revenue expectations due to recent trends in construction and renovation activities.

Supporting Evidence

The company has a history of beating EPS estimates, suggesting operational strength.

The current market dynamics favor building product suppliers as construction activity increases.

Key Risk

If revenue comes in below $971 million, it could undermine the positive sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether the company can sustain its growth trajectory amidst market fluctuations.

Bull Confirmed If

An EPS of $0.32 or higher with revenue exceeding $1.0 billion would confirm the bull case.

Bear Confirmed If

An EPS below $0.28 or revenue significantly under $971 million would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±17.54%

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Detail

ATM IV

0.6%

30d HV

50.2%

Calls (1K)P/C Ratio: 0.21Puts (4K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Madison Air Solutions beats expectations, history suggests the stock could rise by around 2.4%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of 2.4% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any guidance on future revenue growth and demand trends.
2Updates on operational efficiencies or cost management strategies.
3Insights into market conditions affecting the building products sector.
4Details on any new product launches or innovations.
5Management's outlook on industry trends and competitive positioning.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's performance.

$0.30

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$986M

Wall Street expectations, options signals, track record, and call prep available with Pro.

MAIR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 3Q

EPS Beat Streak

EPS Beat Rate

33%

Avg EPS Surprise

+18463811.11%

Avg Stock Reaction

-0.80%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company exceeds EPS and revenue expectations, it could signal strong demand and operational efficiency, potentially driving the stock higher.

Bear Case

Conversely, if earnings fall short or revenue is significantly below expectations, it may raise concerns about market demand and operational challenges.

Key Metrics to Watch

EPS

$0.30

Earnings per share is a key indicator of profitability and helps investors gauge the company's performance.

Revenue

$986M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS meet or exceed the consensus estimate of $0.30?

A strong EPS could reinforce investor confidence and support a positive stock reaction.

What revenue figures will the company report, and how do they compare to the $986 million consensus?

Revenue performance is critical for assessing overall business health and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for Madison Air Solutions to exceed revenue expectations due to recent trends in construction and renovation activities.

Supporting Evidence

The company has a history of beating EPS estimates, suggesting operational strength.

The current market dynamics favor building product suppliers as construction activity increases.

Key Risk

If revenue comes in below $971 million, it could undermine the positive sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether the company can sustain its growth trajectory amidst market fluctuations.

Bull Confirmed If

An EPS of $0.32 or higher with revenue exceeding $1.0 billion would confirm the bull case.

Bear Confirmed If

An EPS below $0.28 or revenue significantly under $971 million would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±17.54%

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Detail

ATM IV

0.6%

30d HV

50.2%

Calls (1K)P/C Ratio: 0.21Puts (4K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Madison Air Solutions beats expectations, history suggests the stock could rise by around 2.4%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of 2.4% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any guidance on future revenue growth and demand trends.
2Updates on operational efficiencies or cost management strategies.
3Insights into market conditions affecting the building products sector.
4Details on any new product launches or innovations.
5Management's outlook on industry trends and competitive positioning.