Added to YB: 2026-09-18
Pitch date: 2026-09-15
MAIR [bullish]
Madison Air Solutions Corporation
Author Info
No bio for this author
Company Info
Madison Air Solutions Corporation manufactures and sells indoor air quality products and solutions in the United States and internationally.
Market Cap
$12.0B
Pitch Price
N/A
Price Target
35.96
Dividend
N/A
EV/EBITDA
16.67
P/E
84.32
EV/Sales
3.98
Sector
Building Products
Category
growth
Madison Air ($MAIR): Catching the Tailwind and Blowing Away the Competition
MAIR: Madison Air combines data-center cooling demand with a proven M&A engine and trades at 12.4x post-acquisition EV/EBITDA; a 16x 2027 multiple supports a $35.96 fair value, or 42.9% upside. Q2 backlog rose 130% year over year, while the pending ebm-papst acquisition nearly doubles TAM and adds vertical integration. Key risks are renewed leverage, acquisition-driven margin compression and 95% founder voting control.
Read full article (11 min)