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AIRT · NASDAQ · Conglomerates

Air T

Operates a decentralized aviation portfolio anchored by FedEx feeder cargo and aircraft services.

$32.44

After-hours close+0.29 (+0.90%)

At close$32.15(−1.46%)

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Profile

Air T, Inc.AIRTIndustrials

Runs overnight cargo, ground-support equipment, aircraft, engine, parts and digital businesses through separately managed segments. Its overnight cargo operation is anchored by a longstanding FedEx relationship, while the portfolio now includes an Australian regional airline.

Combines overnight air cargo with ground-support equipment, commercial aircraft, engines and parts, and digital solutions. Separate management teams and infrastructures operate the reportable segments, reflecting an acquisition-expanded portfolio rather than a single operating line.

Overnight cargo is built on the relationship with FedEx, a customer since 1980. The segment’s agreements include termination provisions, so that customer relationship is a continuing operating dependency.

Wholly owned operators include Mountain Air Cargo and CSA Air in cargo, Global Ground Support in equipment, and companies such as Contrail and AirCo in commercial aviation. The December 2025 Rex acquisition added an Australian regional-airline operation.

Company facts

CEONick Swenson

ListedApr 24, 1984

ExchangeNASDAQ

HeadquartersCharlotte, NC

CountryUnited States

Employees1,666

CIK0000353184

ISINUS0092071010

Key statistics

Market cap$86.5M

EPS (ttm)$23.60

P/E (ttm)1.36

ROE177.4%

P/B1.33

P/S0.2328

Dividend yield—

Beta0.37vs XLI −0.16

Year to date +68.3% · Average volume (30d) 16.9K

Analysts

No analyst consensus on record.

Earnings

EPS

Estimate—

Reported−$5.86

Revenue

Estimate—

Reported$115.5M

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 14, 2026Q1 FY27	—	−$5.86	—	—	$115.5M	—	+1.48%
Jun 29, 2026Q4 FY26	—	$28.75	—	—	—	—	+12.24%
Feb 13, 2026Q3 FY26	—	−$0.91	—	—	$71.1M	—	−1.98%
Nov 12, 2025Q2 FY26	—	$1.61	—	—	$64.2M	—	+0.33%

View details

Financial highlights

	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26	Q1 FY27
Revenue	$66.3M	$70.9M	$64.2M	$71.1M	$120.9M	$115.5M
Gross profit	$9.7M	$15.5M	$16.3M	$12.9M	$17.3M	$16.8M
Operating income	−$3.2M	$446.0K	−$1.8M	−$3.8M	−$13.8M	−$9.2M
Net income	−$7.0M	−$1.6M	$4.4M	−$2.5M	$77.7M	−$15.8M
Diluted EPS	−$2.60	−$0.61	$1.61	−$0.91	$28.76	−$5.86
Gross margin	14.6%	21.8%	25.4%	18.1%	14.3%	14.6%
Operating margin	-4.9%	0.6%	-2.8%	-5.3%	-11.4%	-7.9%

Fiscal years (4-quarter sums)FY22 $177.1M · FY23 $247.3M · FY24 $286.8M · FY25 $291.8M · FY26 $327.1M

Revenue by product · Q1 FY27

Overnight Air Cargo$30.0M · 53%

Commercial Jet Engines Inventory Segment$20.5M · 36%

Ground Equipment Sales$3.7M · 6%

Printing Equipment And Maintenance$2.5M · 4%

Revenue by geography · Q4 FY26

Overnight Air Cargo Segment$63.2M · 46%

Commercial Jet Engines Inventory Segment$44.1M · 32%

Ground Equipment Sales Segment$22.5M · 16%

Digital Solutions Segment$4.8M · 3%

Corporate Segment And Other Operating Segment$2.2M · 2%

Balance sheet, Jun 30, 2026Cash & short-term investments $17.9M · Total debt $264.8M · Total assets $469.1M · Shareholders' equity $65.2M

Dividends

No dividends on record.

Ownership

Institutions 7.23%194.5K sharesInsiders 36.13%972.6K sharesOther 56.64%1.52M shares

Shares outstanding 2.69M · Float 1.35M · 50.0% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Swenson Nicholas John	1.34M	49.40%	13D	Jan 22, 2026
Renaissance Technologies LLC	106.4K	3.95%	13F	May 14, 2026
Vanguard Capital Management LLC	42.4K	1.58%	13F	May 15, 2026
Morgan Stanley	33.2K	1.23%	13F	May 15, 2026
Vanguard Fiduciary Trust Co	4.8K	0.18%	13F	May 8, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.