AIR
You’ve read what changed. Here’s whether the market is confirming it.
Market read
AIR accounts for 8.3% of the group's measured movement across 9.8 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 15%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No material onset for AIR could be timestamped inside the aligned 5-minute window.
9 of 35 members in Airline Operators are active. 0 of 1 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
AIR accounts for 8.3% of the group's measured movement across 9.8 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 15%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“31, 2026 2025 % Change Third-party sales $ 138.8 $ 133.9 3.7 % Operating income 19.1 12.7 50.4 % Operating margin 13.8 % 9.5 % Sales in the Government Solutions segment increased $4.9 million, or 3.7%, over the prior year…”10-Q · Sep 29, 2026 ↗
“Interest Expense Interest expense decreased $2.2 million in the first quarter of fiscal 2027 compared to the prior year quarter reflecting the impact of both lower interest rates and lower average borrowings.”10-Q · Sep 29, 2026 ↗
“These adjustments relate to our long-term, power-by-the-hour programs where we provide component inventory management and repair services to commercial customers.”10-Q · Mar 25, 2026 ↗
“We have been subject to government investigation that has resulted in the payment of penalties and has required our compliance with the terms of agreements with government agencies.”10-K · Jul 22, 2026 ↗
Valuation discipline
Price/sales 1.2× · EV/sales 1.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for AIR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for AIR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Our Repair & Engineering business primarily supports narrow-body Airbus, Boeing and Embraer regional aircraft for customers, as well as U.S.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
AIR is currently a Participant in the organic co-movement group Airline Operators. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.