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Added to YB: 2026-02-27

Pitch date: 2026-02-25

AIRI [neutral]

Air Industries Group

-0.29%

current return

Author Info

No bio for this author

Company Info

Air Industries Group, together with its subsidiaries, engages in the design, manufacture, and sale of precision components and assemblies for defense and aerospace industry in the United States.

Market Cap

$15.8M

Pitch Price

$3.45

Price Target

N/A

Dividend

N/A

EV/EBITDA

14.35

P/E

-6.33

EV/Sales

0.90

Sector

Aerospace and Defense

Category

special_situation

Show full summary:
Downside Protection? (AIRI)

AIRI (overview): Defense subcontractor merging w/ Tenax. AIRI shareholders get 5% of combined co + non-transferable redemption right at $3.69/share (107.3% of $3.44 Debt Adjusted Share Price) 15mo post-close. Discounting at 15% = $3.10 floor + free call option on upside. Key risk: cash burn pre-close, but $269M backlog suggests minimal burn or working capital release likely.

Read full article (5 min)