Madison Air Solutions Corporation (MAIR) Morgan Stanley’s 14th Annual Laguna Conference September 15, 2026 12:15 PM EDT
Company Participants
Jill Wyant – President, CEO & Director
JJ Foley – Chief Financial Officer
Presentation
Unknown Analyst
I think we’ll get started. So to start, for any important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley representative. We’re excited to have Madison Air here with us, President and CEO, Jill Wyant; and CFO, J.J. Foley. I think to start it off, would you like to make some opening remarks
Jill Wyant
President, CEO & Director
Great. Thank you, Toby, and thank you, everyone, for joining us. And for those of you joining us on the live stream, we do have pages available on our investor website, madisonair.com/investors. So what I wanted to do is just to level the playing field on the understanding of our company, just open with a few remarks, as Toby said. So we are Madison Air. Our mission is to make the world safer, healthier and more productive through the power of better air. And we often talk about the 3 strengths that underlie the company. The first is we are differentiated by return on air. So whether it be residential markets or commercial end markets, we provide highly engineered custom and semi-custom solutions that drive a tangible improvement in the environments of the customers we serve. And we call that Return on Air, delivering — moving the needle for our customers.
We lead in growth markets. So we chase — we are an 1/8 share in a $40 billion addressable market that is distinct and complementary to what the global OEMs do. And really, we sell into mission-critical end markets where air is a vital aspect of