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Air Industries Group (AIRI)
:AIRI
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Air Industries Group (AIRI) AI Stock Analysis

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AIRI

Air Industries Group

(AIRI)

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Neutral 44 (OpenAI - Gpt-5.6Sol)
Rating:44Neutral
Price Target:
$2.50
▼(-8.76% Downside)
Action:Reiterated
Date:08/26/26
The score is held down primarily by weak financial performance (sustained losses and renewed operating/free cash flow negativity) alongside elevated leverage. Technicals are mixed with the stock still below key longer-term moving averages, and valuation is constrained by losses (negative P/E). A modest positive offset comes from the merger-term amendment that may reduce transaction-related uncertainty.
Positive Factors
Flight-critical aerospace manufacturing position
Supplying flight-critical aerospace components creates customer qualification and quality barriers that can support recurring program revenue and deepen relationships across military and commercial supply chains.
Negative Factors
Sustained losses and negative operating profitability
Several years of losses show that stronger gross margins have not translated into sustainable earnings. Persistent negative operating profitability can weaken reinvestment capacity and increase reliance on external funding.
Read all positive and negative factors
Positive Factors
Negative Factors
Flight-critical aerospace manufacturing position
Supplying flight-critical aerospace components creates customer qualification and quality barriers that can support recurring program revenue and deepen relationships across military and commercial supply chains.
Read all positive factors

Air Industries Group (AIRI) vs. SPDR S&P 500 ETF (SPY)

Air Industries Group Business Overview & Revenue Model

Company Description
Air Industries Group operates as an aerospace and defense enterprise, concentrating on the development, fabrication, and sale of crucial structural components and assemblies for essential aerospace and defense uses. The company also serves as a pr...
How the Company Makes Money
AIRI primarily makes money by selling manufactured aerospace components and assemblies to customers in the aerospace and defense supply chain. Revenue is generated through (1) production/manufacturing sales: recurring sales tied to customer produc...

Air Industries Group Earnings Call Summary

Earnings Call Date:Nov 14, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Nov 12, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted significant improvements in profitability and operational efficiency, while also noting increased debt and inventory levels. The company's strong backlog and demand from customers were positive signals, though the increased financial liabilities present some challenges.
Positive Updates
Improved Financial Performance
Net sales for Q3 2025 were $10.3 million with a gross profit of $2.3 million or 22.3% of sales, showing a significant improvement in profitability.
Negative Updates
Increased Debt
Total debt increased by approximately $2.4 million.
Read all updates
Q3-2025 Updates
Negative
Improved Financial Performance
Net sales for Q3 2025 were $10.3 million with a gross profit of $2.3 million or 22.3% of sales, showing a significant improvement in profitability.
Read all positive updates
Company Guidance
During the Air Industries Group's third-quarter 2025 earnings call, the company reported substantial improvements in its financial performance. Net sales reached $10.3 million, with a gross profit of $2.3 million, representing 22.3% of sales, a result of effective cost reduction initiatives. Operating income was $316,000, and the net loss narrowed significantly to $44,000 or $0.01 per share, compared to a loss of $404,000 in the same quarter of 2024. Adjusted EBITDA for the nine months ended September 30, 2025, rose nearly 5% to $2.7 million. Despite an increase in total debt by $2.4 million and inventories by $5.6 million, accounts receivable decreased by $2.1 million, while accounts payable rose by $2 million. The company remains focused on finalizing lender discussions and optimizing its capital structure, while maintaining strong backlog levels and healthy demand from both existing and new customers.

Air Industries Group Financial Statement Overview

Summary
Weak profitability and cash generation drive a low score: the company shifted from profitability in 2021 to sustained net losses from 2022–2025 and a large TTM loss, with negative EBIT/EBITDA margins. Cash flow has also deteriorated, with negative operating cash flow and negative free cash flow in 2025 and TTM. The balance sheet remains intact with positive equity, but leverage is high (~1.7 debt-to-equity) for the current earnings/cash-flow profile.
Income Statement
28
Negative
Balance Sheet
46
Neutral
Cash Flow
30
Negative
BreakdownTTMMar 2026Mar 2025Mar 2024Dec 2022Dec 2021
Income Statement
Total Revenue46.72M47.92M55.11M51.52M53.24M58.94M
Gross Profit9.04M8.19M8.93M7.43M7.45M10.25M
EBITDA3.44M3.78M3.45M2.75M3.33M6.19M
Net Income-1.76M-1.30M-1.37M-2.13M-1.08M1.63M
Balance Sheet
Total Assets59.22M58.33M51.01M50.72M53.81M53.42M
Cash, Cash Equivalents and Short-Term Investments694.00K680.00K753.00K346.00K281.00K627.00K
Total Debt25.88M30.81M27.87M25.77M28.51M27.29M
Total Liabilities41.11M39.13M36.06M35.52M36.98M36.04M
Stockholders Equity18.10M19.20M14.95M15.19M16.84M17.39M
Cash Flow
Free Cash Flow-4.69M-4.67M-1.98M2.74M-1.91M2.70M
Operating Cash Flow-3.00M-1.35M324.00K4.86M448.00K4.06M
Investing Cash Flow-1.49M-3.12M-2.29M-2.11M-2.36M-1.36M
Financing Cash Flow8.61M8.33M2.37M-2.69M1.57M-4.58M

Air Industries Group Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price2.74
Price Trends
50DMA
2.69
Negative
100DMA
2.87
Negative
200DMA
3.02
Negative
Market Momentum
MACD
-0.01
Negative
RSI
50.07
Neutral
STOCH
66.62
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AIRI, the sentiment is Neutral. The current price of 2.74 is above the 20-day moving average (MA) of 2.55, above the 50-day MA of 2.69, and below the 200-day MA of 3.02, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 50.07 is Neutral, neither overbought nor oversold. The STOCH value of 66.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AIRI.

Air Industries Group Risk Analysis

Air Industries Group disclosed 53 risk factors in its most recent earnings report. Air Industries Group reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Air Industries Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$38.28B51.9918.30%0.04%20.69%31.56%
70
Outperform
$5.09B26.7912.19%1.67%18.97%1317.49%
66
Neutral
$8.21B24.7212.12%12.56%144.85%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
60
Neutral
$2.54B-93.00-3.72%1.36%8.57%-162.23%
58
Neutral
$68.37M17.7714.04%2.59%
44
Neutral
$12.66M-6.96-9.36%7.14%-10.62%44.56%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AIRI
Air Industries Group
2.57
-0.70
-21.41%
AIR
AAR
130.73
56.81
76.85%
CVU
CPI Aerostructures
5.16
2.68
108.06%
DCO
Ducommun
168.33
78.83
88.08%
HEI
HEICO
316.10
-0.08
-0.02%
SARO
StandardAero, Inc.
24.47
-2.17
-8.15%

Air Industries Group Corporate Events

Business Operations and StrategyM&A TransactionsRegulatory Filings and ComplianceShareholder Meetings
Air Industries Extends Tenax Merger Deadline Amid SEC Review
Neutral
Aug 3, 2026
On July 31, 2026, Air Industries Group amended its July 2, 2026 Amended and Restated Agreement and Plan of Merger with Tenax Aerospace Acquisition, LLC, extending the merger’s contractual outside date from September 30, 2026 to November 30, ...
Business Operations and StrategyDelistings and Listing ChangesM&A TransactionsRegulatory Filings and ComplianceStock Split
Air Industries Amends Tenax Merger, Plans Reverse Split
Neutral
Jul 9, 2026
On July 2, 2026, Air Industries Group and Tenax Aerospace Acquisition entered into an amended and restated merger agreement that replaces their February 2026 deal and fixes key economic terms, including issuance of 126.9 million Air Industries sha...
Business Operations and StrategyM&A Transactions
Air Industries Amends Tenax Merger Terms After Customer Advance
Positive
Jun 12, 2026
On June 8, 2026, Air Industries Group amended its February 16, 2026 merger agreement with Tenax Aerospace Acquisition, LLC and Transitory Air Sub LLC to revise the definition of AIR Net Indebtedness, aiming to reduce the impact of a recent custome...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 26, 2026