Air Industries Group (AIRI)
AMEXIndustrialsAerospace & DefenseSnapshot 2026-09-04
AMEXIndustrialsAerospace & DefenseSnapshot 2026-09-04
QuarterlyIQ Insights · AIRI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Finalize the pending merger with Tenax Aerospace, including regulatory approvals and shareholder meeting to close the transaction.
Stated as a priority in 3 recent disclosures in 2026. Management expects to complete the merger with Tenax Aerospace by November 30, 2026, following SEC review delays and shareholder approval. The transaction remains pending with no financial impact yet reflected. The trajectory is ongoing with progress but not yet completed.
Target combined company pro-forma revenues exceeding $210 million for fiscal year 2026 post-merger.
Stated in 2 disclosures including 2026 guidance. The 2025 consolidated sales were approximately $47.9 million, with management targeting pro-forma 2026 revenues exceeding $210 million post-merger. This represents a significant growth target tied to the merger, with delivery dependent on closing and integration.
Target adjusted EBITDA exceeding $75 million for fiscal year 2026 for the combined company post-merger.
Stated in 2 disclosures including 2026 guidance. Adjusted EBITDA was approximately $4.3 million in 2025, with management targeting over $75 million for 2026 post-merger. This is a significant improvement target linked to the merger, with delivery contingent on transaction completion and operational execution.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=6963).
Over the trailing year it converted 0.89x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.