muzi77
Posted - 11 hours ago
$AIRI If it makes a turnover of 60 million dollars, a 20 percent profit margin would make 12 million dollars. You don't make any profit. Right now, the share price should be 360 dollars. They are doing everything they can to reduce the share price.
Landsman
Posted - 1 day ago
$AIRI I asked company how much of long term agreement was expected to result in funded orders. Here’s Mr Recca’s answer:
“The conversion of long-term contracts (we call them long-term agreements or LTA’s is, absent some macro change in the economy largely, guaranteed. For example, the LTA we announced is for a component used in the new Pratt & Whitney Geared Turbo-Fan jet engine. This engine is just now entering service and has years, decades of production ahead of it. This is a commercial product and production will vary based on demand. Over time we fully expect that the full anticipated value will be converted to fully funded orders. That said annual demand may vary. In the event there was a Macro-Economic event diminishing airliner production then demand for the product would be diminished – but then all businesses are subject to the vagaries of the wider economy.”
Hurrah! AIRI has $280 million backlog all or most to be solid orders.
JAG_2_Trade
Posted - 1 day ago
$AIRI Inspite of strong revenue, this is going down. Why?
drweinerdog1
Posted - 2 days ago
$AIRI hate to say it but the only support I see is 3.5s
Snufkin
Posted - 2 days ago
$AIRI next catalyst for AIRI that can trigger a huge jump in price:
1. New order news 2. If backlog grows over 300M
3. Beat EPS beat with profit
Crypto_Manic
Posted - 2 days ago
$AIRI Once the price settles, I'll add bigger.
Snufkin
Posted - 2 days ago
$AIRI CEO said that aside from the backlog they already have, he is anticipating more orders from new and current customers.
MCC2ZAP
Posted - 2 days ago
$AIRI FYI: 3/31/25 - Q4/2024 - Consensus estimate is .08 which is a 33.3% increase over the prior year and projected earnings of 55.2 Million.
Snufkin
Posted - 2 days ago
$AIRI was a bit confused to what's the total backlog, need to go back to call transcript to calculate
MCC2ZAP
Posted - 2 days ago
$AIRI should focus more on optimizing work flows, improve equipment utilization, increase operator productivity, and reducing bottle necks in their manufacturing operation which will help improve through put and reduce the back log.
TI7812
Posted - 2 days ago
$AIRI That some great info from the CEO that under Trump first admin US government stopped cannibalizing parts and bought new parts, and that they think this will happen again because of the decrease in DoD personnel and maintenance via new parts
TI7812
Posted - 2 days ago
$AIRI Betcha that was Howard Halpern written questions that were read and answered.
drweinerdog1
Posted - 3 days ago
$airi how is that long hold looking for you. lol should of took my advice
Landsman
Posted - 3 days ago
$AIRI I hope the discrepancy between the Aug. 22 press release saying that there is a $280 million backlog and today's press release saying there is a $105 million backlog is cleared up during the conference call this afternoon
Snufkin
Posted - 3 days ago
$AIRI CEO should have made the call in the morning... would have prevented that unnecessary drop.
drweinerdog1
Posted - 3 days ago
$AIRI dam hit my stop loss, I hope the atm isn’t broken. We will have to see
Topguy
Posted - 3 days ago
$AIRI Cup with handle in formation
Snufkin
Posted - 3 days ago
$AIRI lol someone probably dumped 88k shares at loss cause he wanted to get pepe or some other crypto that came out an hour ago.
TI7812
Posted - 3 days ago
$AIRI It is all about 2025 and the expanded Thrust Struts 7 yr, $110M contract. That order is not in the "fully funded backlog" of $105M Howard Halpern will be on the CC after market closes looking for confirmation about 2025 and his $10/sh PT see his report from Aug, which he'll update pretty soon after the call (next day or two). https://taglichbrothers.com/research-department/equity-universe/air-industries-group/ For 2025, we project EPS of $0.26 on 8.7% sales growth to $60 million. We previously forecast a loss per share of ($0.31) and sales of $56.3 million. Our revised forecast reflects the new Thrust Struts contract that commences in 2025 and improved gross margin to 18.6% (prior was 16.3%) from an estimated 17.5% in 2024. Also, we anticipate operating expense margin improving to 13.9% from an estimated 14.5%.
Snufkin
Posted - 3 days ago
$AIRI what an overaction, they already said Q3 is going to be soft, and Q4 will be strong... No surprises. Probably just high volatility due to some one just selling 25k shares at market order
Crypto_Manic
Posted - 3 days ago
$AIRI Adding this dip.
MCC2ZAP
Posted - 3 days ago
$AIRI and other manufacturers should improve moving forward. The manufacturing sector faced significant challenges over the last few years. With Trump's return to the White House, there are expectations of changes that could impact this sector. His administration will focus on reshoring production, revisiting tax incentives, and potentially deregulating certain industries. The proposed policies are as follows: Tariffs: on imported goods, particularly from countries like China. This is intended to encourage companies to relocate their manufacturing operations back to the U.S. Tax Policies: maintain the 21% corporate tax rate and reduce further to 20%. Proposed new 15% "Made in America" tax rate to incentivize U.S.-based manufacturing. Deregulation: expected to roll back regulations and other policies that are seen as burdensome to manufacturers. Incentives for Domestic Manufacturing: Enhanced tax credits and subsidies in sectors considered vital for national security.
Snufkin
Posted - 3 days ago
$AIRI my thoughts: Q3 was as expected. No surprises here. It's all about Q4 now, waiting for the call to get more info on the coming quarter which should be stronger as per company last earning call
Royalty_Beck
Posted - 3 days ago
$AIRI
DonCorleone77
Posted - 3 days ago
$AIRI Air Industries backs FY24 revenue view $50M The company said, "While the predictability of performance on large contracts and product deliveries remains difficult, Air Industries reaffirms its target of achieving at least $50.0 million in net sales for fiscal 2024, with Adjusted EBITDA expected to significantly surpass 2023 levels. The Company's backlog of undelivered, fully-funded customer orders surpassed $105 million as of September 30, 2024, marking a 4% increase since June 30, 2024, and a 22% rise since January 1, 2023. The Company's book-to-bill ratio, which is bookings of new business divided by net sales increased to nearly 1.40x for the trailing twelve months ended September 30, 2024. As of September 30, 2024, total debt was $24,976,000, up $1,666,000 or 7.1% from December 31, 2023. The Company is in compliance with its loan covenants and expects to remain in compliance for the balance of the year."
Tano4
Posted - 3 days ago
$AIRI not bad
Let’s see what the market thinks today
https://investors.airindustriesgroup.com/news-releases/news-release-details/air-industries-group-reports-strong-q3-2024-results-and/
DonCorleone77
Posted - 3 days ago
$AIRI Air Industries reports Q3 revenue $12.56M vs. $12.29M last year Reports Q3 adjusted EBITDA $845,000 vs. $898,000 last year. Lou Melluzzo, CEO of Air Industries commented, "Our results for the third quarter and year-to-date reflect continued improvement compared to the prior year. We expect this positive trend to continue in the foreseeable future."
Tano4
Posted - 4 days ago
$AIRI another pop on ER coming today?
NikW
Posted - 4 days ago
$AGRI $AIRI 💥🚀🔥 I'm joining this party—let's go! MYNZ seems reliable now, especially with a partner Thermo Fisher (TMO) valued at $210 billion in the US.
MCC2ZAP
Posted - 4 days ago
$AIRI Air Industries Group Announces Earnings Release Date, November 13, 2024 BAY SHORE, N.Y.--(BUSINESS WIRE)--Nov. 13, 2024-- Air Industries Group (“Air Industries”) (NYSE American: AIRI), a leading manufacturer of precision components and assemblies for large aerospace and defense prime contractors, today announced that it will release its financial results for the Three and Nine Months ended September 30, 2024 tomorrow, Thursday, November 14th pre-market at 7:00 am Eastern. Conference Call Information The company will host an earnings conference call Thursday, November 14th at 4:30 pm Eastern. The conference call-in number is 877–524–8416