Analyzing Madison Air Solutions (MAIR) and Its Rivals

Madison Air Solutions (NYSE:MAIR) is one of 94 publicly-traded companies in the “Building Products” industry, but how does it contrast to its rivals? We will compare Madison Air Solutions to similar businesses based on the strength of its dividends, valuation, earnings, institutional ownership, risk, analyst recommendations and profitability.

Profitability

This table compares Madison Air Solutions and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Madison Air Solutions	N/A	N/A	N/A
Madison Air Solutions Competitors	3.25%	39.76%	4.99%

Insider & Institutional Ownership

63.6% of shares of all “Building Products” companies are owned by institutional investors. 10.3% of shares of all “Building Products” companies are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Earnings & Valuation

This table compares Madison Air Solutions and its rivals revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Madison Air Solutions	$3.34 billion	$97.00 million	0.00
Madison Air Solutions Competitors	$3.96 billion	$4.66 billion	53.83

Madison Air Solutions’ rivals have higher revenue and earnings than Madison Air Solutions. Madison Air Solutions is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Analyst Ratings

This is a summary of current recommendations for Madison Air Solutions and its rivals, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Madison Air Solutions	1	4	7	2	2.71
Madison Air Solutions Competitors	696	3779	4900	221	2.48

Madison Air Solutions presently has a consensus price target of $44.00, indicating a potential upside of 41.94%. As a group, “Building Products” companies have a potential upside of 15.68%. Given Madison Air Solutions’ stronger consensus rating and higher probable upside, analysts clearly believe Madison Air Solutions is more favorable than its rivals.

Summary

Madison Air Solutions rivals beat Madison Air Solutions on 9 of the 12 factors compared.

About Madison Air Solutions

We take up to 25,000 breaths a day and spend up to 90% of our lives indoors, often breathing air that’s two to five times more polluted than outdoor air. Clean air is absolutely essential to human life, yet most people rarely think about the air we breathe at home, in our schools, in healthcare facilities and in the workplace. Poor air quality doesn’t just affect comfort; it undermines health, productivity and performance. Improving air quality is a fundamental principle that is a key tenet in everything we do. At Madison Air, we see air differently. Our mission is to make the world safer, healthier and more productive through the power of better air. We’ve built a business that transforms air into tangible outcomes for customers, creating the potential for long-term growth opportunities for investors. We believe Madison Air is a leader in the mission-critical indoor air solutions market, powered by differentiated advanced technologies that deliver superior air quality and tangible results: higher productivity, lower energy costs and improved operational performance in the most demanding environments. From protecting uptime in a data center with Nortek Data Center Cooling, to purifying air in a semiconductor fabrication facility with Nortek Air Solutions, to keeping families safer with AprilAire’s Healthy Air System and improving workplace productivity, health and retention with Big Ass Fans – better air delivers better outcomes. That’s the Madison Air advantage. We believe our sustainable growth is powered by our resilient, diversified model spanning both Commercial and Residential markets. For the year ended December 31, 2025, Madison Air generated $3.3 billion of net sales and $124.3 million of net income, with 3.7% of net income (loss) margin, 26.7% Adjusted EBITDA Margin, 381.9% operating cash flow conversion from continuing operations, and 351.8% free cash flow (“FCF”) conversion. On a Pro Forma basis, for the year ended December 31, 2025, Madison Air generated $3.5 billion of net sales and $58.1 million of net income, with 1.7% of net income (loss) margin and 26.6% Adjusted EBITDA Margin. Adjusted EBITDA Margin and FCF conversion are non-GAAP financial measures. For the definition and a reconciliation of these measures to the most directly comparable financial measures calculated and presented in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”). Anchored by a large installed base, approximately half of net sales for the year ended December 31, 2025, came from replacement and upgrade demand and approximately 10% from aftermarket parts and services, providing stability across cycles. Our success is powered by a team of over 8,650 employees with an entrepreneurial mindset committed to innovation, precision and customer success. Our principal executive offices are located in Chicago, Illinois.