The sharp revenue acceleration and margin expansion in Q3 suggest operational momentum. Monitor the pending Tenax merger for closing timeline and integration risk; the $95.4M backlog supports near-term revenue visibility.
How the stock moved after the report
BULLISH VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 9 $2.82entry
- T+1 · 11h ago +6.38%α +6.75% · $3.00
- T+5 · in 6d Pending
- T+20 · in 28d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Air Industries Group reported Q3 2026 net sales of $14.6 million, up 41.1% YoY, and net income of $946,000 ($0.19 per diluted share) versus a net loss of ($44,000) in Q3 2025. The company also disclosed a pending merger with Tenax Aerospace Acquisition, LLC, which incurred $503,000 in merger-related expenses in the quarter. No consensus estimates were provided, so no beat/miss verdict is assigned.
Key Financial Metrics
Key Facts
- Q3 2026 net sales $14.6 million, up 41.1% from $10.3 million in Q3 2025
- Q3 2026 gross profit $3.7 million, up 61.4% from $2.3 million; gross margin expanded 330 bps to 25.5%
- Q3 2026 operating income $1.3 million, up 311% from $316,000
- Q3 2026 net income $946,000 ($0.19 diluted EPS) vs net loss ($44,000) in Q3 2025
- Nine-month 2026 net sales $38.2 million, up 8.7% YoY; net loss improved to ($902,000) from ($1.5 million)
- Backlog of firm customer orders $95.4 million; October 2026 net sales approximately $5.6 million
- Pending merger with Tenax Aerospace Acquisition, LLC incurred $503,000 in Q3 merger-related costs
- Adjusted EBITDA for Q3 2026 was $2.7 million, up 112% from $1.3 million
Financial Impact
Q3 revenue increased $4.2M (41.1%), gross profit up $1.4M (61.4%), net income swing of $990K from loss to profit
Risk Factors
- Pending merger with Tenax Aerospace Acquisition, LLC may not close or could be delayed
- Nine-month period still shows a net loss of ($902,000) despite Q3 profitability
- Small market cap ($13M) amplifies stock price sensitivity to any operational or merger-related news
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-117207 |
| Document: ea0311390-8k_airindus.htm | 0001213900-26-117207 |
| Document: 0001213900-26-117207-index-headers.html | 0001213900-26-117207 |
| Document: 0001213900-26-117207-index.html | 0001213900-26-117207 |
| Document: 0001213900-26-117207.txt | 0001213900-26-117207 |
| 8-K Data (Synthetic) | 0001213900-26-117207 |
Track record
10 reports on AIRI
1 of 3 bullish or bearish reports moved the stock their way by T+1. Best: +11.84% at T+60 after the May 5, 2026 report. 3 of 3 went positive at some point.
Filters
- Nov 10, 2026today 8-K Neutral 3/10 Entry $2.76 Now $3.00 +8.70% settles Nov 12
- Nov 10, 2026today 8-K Bearish 5/10 Entry $2.76 Now $3.00 −8.70% settles Nov 12
- Nov 10, 2026today 8-K Neutral 3/10 Entry $2.76 Now $3.00 +8.70% settles Nov 12
- Nov 9, 20261d ago 8-K Bullish 5/10 Viewing Entry $2.82 to $3.00 Now $3.00 +6.38% ▲ +6.38% +6.75% vs SPY
- Nov 5, 20265d ago EFFECT Neutral 4/10 Entry $2.66 to $2.80 Now $3.00 +12.78% ▲ +5.26% +4.95% vs SPY
- Oct 22, 202619d ago S-4/A Bearish 7/10 Entry $2.60 to $2.55 Now $3.00 −15.38% ▲ +1.92% +2.63% vs SPY
- Aug 3, 202614w ago 8-K Neutral 3/10 Entry $2.66 to $2.63 Now $3.00 +12.78% ▼ −1.13% −2.93% vs SPY
- Jul 22, 202615w ago S-4 Bearish 7/10 Entry $2.67 to $2.72 Now $3.00 −12.36% ▼ −1.87% −1.77% vs SPY
- May 5, 202627w ago PREM14A Bearish 8/10 Entry $3.04 to $3.08 Now $3.00 +1.32% ▼ −1.32% −1.65% vs SPY
- Feb 27, 202636w ago 8-K Neutral 4/10 Entry $3.38 to $3.37 Now $3.00 −11.24% ▼ −0.30% −0.35% vs SPY
US Market Status
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