The earnings call reflected a mixed sentiment with significant achievements like record backlog levels and successful capital raising, but these were overshadowed by decreased sales, operational challenges, and adjusted lower outlook for the second half of 2025.
Company Guidance -
Q3 2025
During the Air Industries Group's second quarter 2025 earnings call, several key metrics and forward-looking statements were discussed. The company reported consolidated net sales of $12.7 million for Q2 2025, marking a 6.7% decrease from the same quarter in 2024. Gross profit was $2 million, representing 16% of sales, with a net loss of $422,000 or $0.11 per share compared to a net income of $298,000 or $0.09 per share in Q2 2024. Adjusted EBITDA for the first half of 2025 was $1.469 million, down 17% from the prior year. The company completed an at-the-market offering in July 2025, raising nearly $4 million, which improved liquidity and reduced net debt. Despite a disappointing first half and anticipated lower second-half results, they expect the fourth quarter to be the strongest. Notably, the backlog has reached record levels, and major contracts, such as a $5 million contract for B-52 aircraft components, are expected to contribute to revenue from 2026 onwards. To improve profitability, the company has implemented cost-cutting initiatives, including a workforce reduction to save approximately $1 million annually.
Successful Capital Raising
In early July 2025, Air Industries Group successfully completed an at-the-market offering, raising nearly $4 million in gross proceeds from the sale of 1,003,653 common shares, enhancing their balance sheet and increasing liquidity.
Record Backlog Levels
The company's backlog has grown to record levels in the first half of 2025, reflecting sustained demand for their products, with significant contracts like a $5 million deal for B-52 aircraft components.
Recognition and New Orders
Air Industries received the Supplier Excellence Award from Northrop Grumman and secured more than $10 million in new orders from both new and existing clients for aftermarket products.
Air Industries Group (AIRI) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AIRI Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 14, 2025
$3.37
$2.90
-13.95%
May 15, 2025
$3.50
$3.23
-7.71%
Mar 31, 2025
$3.59
$3.48
-3.06%
Nov 14, 2024
$5.82
$4.79
-17.70%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Air Industries Group (AIRI) report earnings?
Air Industries Group (AIRI) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).
What is Air Industries Group (AIRI) earnings time?
Air Industries Group (AIRI) earnings time is at Oct 30, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.