AIR Earnings

AIR reported its earnings on 2026-01-06, showcasing a revenue of 795.00M against an estimate of 767.00M, resulting in a 3.69% surprise. The EPS was 1.18, surpassing the expected 1.02 by 15.69% . The stock experienced a 2.1% price change on the earnings day and a 9.8% change over the next five days, reflecting market reactions to the results.

Following AIR's earnings announcement on 2026-01-06, the stock price moved by 2.10% on the day of the release. Over the subsequent five days, it saw a 9.80% change. Historically, AIR's stock price tends to shift by an average of -3.32% in the 10 days leading up to earnings and -0.47% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate AIR’s annual revenue to reach 812.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.89% and EPS estimates Revise Upward by 0.65% 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 Revise Upward by 0.89%, while EPS estimates moved Revise Upward by 0.65% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AIR's stock price typically moves by -3.32% in the 10 days before its earnings and -0.47% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 1.00 and revenue of 812.00M.

The earnings call summary and Q&A indicate strong financial performance, with significant growth in integrated solutions sales and a decrease in net debt leverage. The company has optimistic guidance for sales and margins, and the Delta Airlines win suggests potential for future growth. Although there are concerns about margin dilution from the HAECO acquisition, the overall sentiment is positive with expectations of margin expansion and strategic M&A opportunities. With a market cap of approximately $2.5 billion, the stock is likely to see a positive reaction of 2% to 8%.