AIR Earnings

AIR reported its earnings on 2026-03-24, showcasing a revenue of 845.10M against an estimate of 807.00M, resulting in a 4.72% surprise. The EPS was 1.25, surpassing the expected 1.21 by 3.31%. The stock experienced a 9.93% price change on the earnings day and a -4.31% change over the next five days, reflecting market reactions to the results.

Following AIR's earnings announcement on 2026-03-24, the stock price moved by 9.93% on the day of the release. Over the subsequent five days, it saw a -4.31% change. Historically, AIR's stock price tends to shift by an average of -2.92% in the 10 days leading up to earnings and -0.09% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate AIR's annual revenue to reach 862.34M, while the EPS is projected at 1.28. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AIR's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AIR's stock price typically moves by -2.92% in the 10 days before its earnings and -0.09% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 1.28 and revenue of 862.34M.

The earnings call summary shows strong financial performance with a significant increase in adjusted operating income and margin, robust cash flow, and reduced leverage. The Q&A section reveals positive market sentiment, with strong demand and growth in parts distribution, and successful integration of HAECO. Despite modest capacity cuts and external risks, demand remains stable. The guidance reflects expected organic growth and cash flow positivity. The market cap suggests a moderate reaction, leading to a 'Positive' prediction for stock price movement.