MAIR Madison Air Solutions Corp

MIXED Impact: 7/10 424B4
Horizon months Filed Apr 17, 2026 Processed 1mo ago SEC 0001193125-26-160250
Prospectus supplement
Latest settled — T+20d ⚠ clustered
MAIR ▲ +31.00% at T+20d
NEUTRAL call ✓ call won +31.00% · α vs SPY +25.63% · entry $32.45 → $42.51
Next anchor: T+60d in 7w
Last close $40.04 (close May 22) · +23.39% from $32.45 entry
Entry anchored
Apr 16, 06:37 PM ET
via Databento tick
T+1d
+3.73%
call +3.73% · α +3.92%
$33.66
settled 5w ago
T+5d
+4.25%
call +4.25% · α +3.70%
$33.83
settled 4w ago
T+20d
+31.00%
call +31.00% · α +25.63%
$42.51
settled 9d ago
T+60d
call — · α —
in 7w

Executive Summary

Madison Air Solutions Corp (MAIR) has priced its IPO of 82.7 million Class A shares at $27.00 per share, raising $2.23 billion in gross proceeds. Concurrently, the company raised $100 million from a private placement to its founder. The net proceeds of approximately $2.15 billion will be used to repay debt, reducing interest expenses. The offering was supported by cornerstone investors committing $536.5 million. Despite strong financials and growth, the company remains under the control of its founder, who will hold 95.2% of voting power post-offering.

Key Financial Metrics

Offering Size
$2.2B
Dilution
50.1%

Actionable Insight

The substantial debt repayment will improve the company's balance sheet and reduce interest expenses, potentially improving future profitability. However, the dual-class structure severely limits shareholder influence, with the founder maintaining control. The significant cornerstone investor commitment suggests strong institutional support, but the limited public float and lock-up agreements may constrain trading liquidity in the near term.

Key Facts

  • IPO of 82,692,308 Class A shares priced at $27.00 per share, raising $2.23 billion in gross proceeds
  • Concurrent private placement of $100 million to founder Larry Gies
  • Net proceeds of $2.15 billion (before expenses) will be used to repay debt
  • Founder Larry Gies will control 95.2% of voting power post-offering through Class B shares with 10 votes each
  • Cornerstone investors committed $536.5 million at the IPO price
  • Company generated $3.3 billion in revenue and $124.3 million in net income for 2025

Financial Impact

$2.23 billion in gross proceeds from IPO plus $100 million from private placement

debtcash flowdilution

Risk Factors

  • Founder maintains 95.2% voting control, limiting shareholder influence
  • Limited public float may result in high share price volatility
  • Concurrent private placement and cornerstone investments could reduce available shares for public trading
  • Company remains highly leveraged despite debt repayment

Market Snapshot

Exchange
NYSE
Sector
Industrial & Commercial Fans & Blowers & Air Purifing Equip

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
424B4 Filing (Primary)0001193125-26-160250
Document: 0001193125-26-160250-index-headers.html0001193125-26-160250
Document: 0001193125-26-160250-index.html0001193125-26-160250
Document: 0001193125-26-160250.txt0001193125-26-160250
10 reports for MAIR
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MAIR — sortable, filterable
Type Now
May 12, 2026
11d ago
8-K
BULLISH ★ 7/10
$41.07 $38.36▼ −6.60%▼ −6.68%$40.04 (−2.51%)
Apr 17, 2026
5w ago
8-K
NEUTRAL ★ 6/10
$33.66 $34.57▲ +2.70%▲ +1.79%$40.04 (+18.95%)
Apr 17, 2026
5w ago
424B4
MIXED ★ 7/10
$32.45 $33.83▲ +4.25%▲ +3.70%$40.04 (+23.39%)
Apr 16, 2026
5w ago
3
NEUTRAL ★ 3/10
$32.45 $33.83▲ +4.25%▲ +3.70%$40.04 (+23.39%)
Apr 16, 2026
5w ago
3
NEUTRAL ★ 2/10
$32.45 $33.83▲ +4.25%▲ +3.70%$40.04 (+23.39%)
Apr 16, 2026
5w ago
3
NEUTRAL ★ 2/10
$32.45 $33.83▲ +4.25%▲ +3.70%$40.04 (+23.39%)
Apr 16, 2026
5w ago
3
NEUTRAL ★ 3/10
$32.45 $33.83▲ +4.25%▲ +3.70%$40.04 (+23.39%)
Apr 16, 2026
5w ago
3
NEUTRAL ★ 3/10
$32.45 $33.83▲ +4.25%▲ +3.70%$40.04 (+23.39%)
Apr 6, 2026
6w ago
S-1/A
BULLISH ★ 8/10
awaiting T+5
Mar 16, 2026
9w ago
S-1/A
NEUTRAL ★ 3/10
awaiting T+5
Showing 10 of 10

US Market Status

Market Closed — Opens Tue (34h 50m)

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