{"filings":[{"id":2447999,"accession_number":"0001628280-26-058764","cik":2098430,"company_name":"Madison Air Solutions Corp","ticker":"MAIR","form_type":"8-K","filed_at":"2026-08-25T11:00:19+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Madison Air raises $2.25B private placement to fund $5B ebm-papst acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Private placement of 90,108,130 shares at $24.97/share raises ~$2.25B gross; closes Sept 1, 2026.","Larry Gies (Chairman) buys $300M; Madison Solutions $320M; proceeds fund equity portion of $5.0B ebm-papst acquisition.","Pro forma net leverage ~3.7x at closing; targeting <2.5x within 2 years; acquisition expected to close around year-end, accretive to EPS.","Lock-up for Gies and Madison Solutions for one year; resale registration statement to be filed within 90-120 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":19333910000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2282437,"accession_number":"0001628280-26-057213","cik":2098430,"company_name":"Madison Air Solutions Corp","ticker":"MAIR","form_type":"8-K","filed_at":"2026-08-17T11:00:56+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Madison Air to acquire ebm-papst for $5.4B; deal expected to close by Dec 31, 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Enterprise purchase price EUR 4,775M ($5.4B); effective price $5.0B after tax savings of EUR 371M.","ebm-papst expected 2026 revenue ~$2.8B, adjusted EBITDA ~$343M; adds ~$30B to addressable market.","Deal funded via cash, debt (UniCredit, Wells Fargo) and equity; pro forma net leverage <4.0x, target 2.5x in 2 yrs.","Expected accretive to adjusted EPS in first full year; $160M annual run-rate synergies by year three.","Break fee EUR 250M if terminated; closing subject to regulatory approvals, expected by Dec 31, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":19333910000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1949856,"accession_number":"0001628280-26-050771","cik":2098430,"company_name":"Madison Air Solutions Corp","ticker":"MAIR","form_type":"8-K","filed_at":"2026-07-30T11:00:19+00:00","items":["2.02","9.01"],"status":"ready","headline":"Madison Air Q2 net sales up 21% to $991M; backlog surges 133% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $70.5M (+129% YoY); adjusted net income $147.7M (+71%).","Adjusted EBITDA $265.8M (+18%); margin 27%; free cash flow $89.6M.","Backlog $2,868.4M (+133% YoY); orders up 45% on a combined basis.","Net leverage 2.8x, down ~0.2x from immediately following the IPO."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":1915000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19333910000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1082876,"accession_number":"0001628280-26-043515","cik":2098430,"company_name":"Madison Air Solutions Corp","ticker":"MAIR","form_type":"8-K","filed_at":"2026-06-16T19:44:29+00:00","items":["5.02","9.01"],"status":"ready","headline":"Madison Air Solutions appoints David Wisniewski as Chief Accounting Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David M. Wisniewski named CAO effective June 17, 2026; replaces Michael Kenning as interim CAO.","Kenning returns to Global Controller role; no longer serving as interim CAO.","Wisniewski receives $355,000 base salary, 50% target annual incentive, and ~$700,000 equity award vesting July 15, 2031.","Prior roles: VP/CAO at James Hardie (JHX) and SVP/CAO at Gates Industrial (GTES); CPA licensed in Michigan.","No family relationships or related party transactions exist between Wisniewski and the Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":19333910000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":884636,"accession_number":"0001628280-26-041148","cik":2098430,"company_name":"Madison Air Solutions Corp","ticker":"MAIR","form_type":"8-K","filed_at":"2026-06-05T18:35:39+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Madison Air Solutions refinances $1.345B term loan, cuts rate by 100 bps via Seventh Amendment","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Reduced interest rate on $1.345B incremental term loan from Term SOFR + 2.75% to Term SOFR + 1.75%.","Seventh Amendment executed with Wells Fargo as administrative agent; other credit terms unchanged.","Refinanced 2025 Repriced Incremental Term Loans with 2026 Repriced Incremental Term Loans via cashless roll.","No default or event of default; all representations and warranties reaffirmed as of closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":19333910000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":22289,"accession_number":"0001628280-26-033860","cik":2098430,"company_name":"Madison Air Solutions Corp","ticker":"MAIR","form_type":"8-K","filed_at":"2026-05-12T11:05:15+00:00","items":["2.02","9.01"],"status":"ready","headline":"Madison Air Q1: Net sales +33.8%, adjusted EBITDA +38.7%; backlog +115.5% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $923.7M, up 33.8% (12.5% pro forma); net income $43.0M, down 6.9%.","Adjusted net income up 32.1%; adjusted EBITDA $233.4M, margin 25.3% (+89 bps).","Backlog surged 115.5% YoY; orders up 29.1% on a combined basis.","Free cash flow $50.4M; post-IPO adjusted net leverage 3.0x.","Cash from ops (continuing ops) $57.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19333910000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97696,"accession_number":"0001193125-26-161509","cik":2098430,"company_name":"Madison Air Solutions Corp","ticker":"MAIR","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["1.01","3.02","5.03","3.03","5.02","8.01","9.01"],"status":"ready","headline":"Madison Air completes IPO of 82.7M Class A shares at $27; concurrent $100M private placement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Priced 82.7M Class A shares at $27; underwriters exercised full option for 12.4M extra shares.","Concurrent $100M private placement of Class B to founder's entity at same price.","Shares trade on NYSE under MAIR; closed April 17.","Appointed Hudson La Force, George Nolen, Jill Wyant to board.","Adopted 2026 Omnibus Incentive Plan and other equity compensation plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":19333910000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}