Airboss of America (2S1) AI Stock Analysis

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Airboss of America

(Frankfurt:2S1)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Improving Profitability and MarginsThe return to profitability, together with higher gross margins, indicates that cost management, execution, product mix, and operating improvements are beginning to translate into better earnings quality. If sustained, this can strengthen internal funding capacity and support more durable profitability over the next several quarters.

Negative Factors

Sharp Revenue Decline and Weak ProfitabilityThe severe TTM revenue contraction and still-negative net income show that the recent margin recovery has not yet become durable earnings growth. Continued weakness in sales volumes or mix could limit fixed-cost absorption, constrain reinvestment, and delay the company’s return to consistently profitable operations.

Airboss of America (2S1) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 176.61M
Dividend Yield: 2.12%
Average Volume (3M): 10
Price to Earnings (P/E): -93.9
Beta (1Y): 0.15
Revenue Growth: 0.29%
EPS Growth: 63.27%
Country: Germany
Employees: 1,204
Sector: Basic Materials
Sector Strength: 61
Industry: Chemicals - Specialty

Airboss of America Business Overview & Revenue Model

Company Description

AirBoss of America Corp., together with its affiliates, specializes in the development, production, and distribution of rubber-based goods. These products serve a diverse range of sectors, including automotive, heavy commercial, construction, infrast...

Airboss of America Earnings Call Summary

Earnings Call Date:Nov 04, 2026(Q3-2026)|% Change Since:2.50%|Next Earnings Date:Mar 10, 2027

Earnings Call SentimentPositive

The call was broadly constructive. The company returned to profitability, expanded gross margins, grew AirBoss Rubber Solutions, secured up to $100 million of rubber-molded product awards and up to $16.9 million of defense orders, and maintained a pipeline of new customers and products. These positives were partly offset by lower consolidated and AMP sales, reduced defense deliveries, operating cash use, higher net debt, expected Q4 cash burn, and continued market, tariff, geopolitical, and program-timing uncertainty.

Positive Updates

Return to Profitability and Improved Earnings

AirBoss returned to profitability in Q3 2026, including a 17% swing in earnings per share compared with Q3 2025. Management attributed the improvement to cost management, better execution, and pursuing new business.

Negative Updates

Lower Consolidated Sales

Consolidated net sales were $98.7 million, a decrease of 1.7% from Q3 2025. The decline was primarily due to lower sales at AirBoss Manufactured Products, partially offset by higher sales at AirBoss Rubber Solutions.

Company Guidance

Management expects ARS volume increases to continue, with several new customers coming on board in Q4 and Q1 of next year and volume ramp-up in the next couple of quarters, barring any sort of crazy geopolitical or economic surprises. New rubber-molded product awards are expected to generate up to $100 million in sales over the next five years, while non-automotive products are expected to come to market in late 2027, early 2028. For the $16.9 million of defense orders, deliveries commence in November and continue through November, December, and early Q1 of next year; most revenue will be recognized in Q4, with the tail end in Q1 of next year, with a guess of maybe 75/25, and more than half expected to be delivered by the end of Q4. The company anticipates a little bit of cash burn in Q4, with operations returning to a sort of a positive cash position towards the end of the quarter and into Q1 and Q2 of 2027, while margins will stay pretty consistent.

Airboss of America Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

DE:2S1 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TSE:VNP	69Neutral	CAD 3.21B	39.27	25.26%	―	32.04%	28.89%
Sector *	61Neutral	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%
TSE:ECO	49Neutral	CAD 107.58M	-64.67	-2.94%	―	-12.50%	-36.79%
TSE:NEO	49Neutral	CAD 1.21B	102.41	2.09%	1.51%	35.61%	―
TSE:GMG	47Neutral	CAD 247.48M	-8.33	-969.63%	―	224.03%	-204.33%
TSE:NANO	42Neutral	CAD 82.65M	-4.98	-81.75%	―	―	-42.93%

* Basic Materials Sector Average

Performance Comparison

DE:2S1 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:2S1	Airboss of America	4.10	1.56	61.42%
TSE:ECO	EcoSynthetix Inc.	1.76	-2.66	-60.18%
TSE:NANO	Nano One Materials	0.70	-0.91	-56.52%
TSE:VNP	5N Plus	35.13	15.17	76.00%
TSE:NEO	Neo Performance Materials	26.43	10.64	67.36%
TSE:GMG	Graphene Manufacturing Group Ltd	1.96	0.84	75.00%

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.

Airboss of America AI Stock Analysis