MAIR Madison Air Solutions Corp

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Jun 5, 2026 Processed 9d 14h ago SEC 0001628280-26-041148
8-K material event: Items 1.01

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Executive Summary

Madison Air Solutions Corp's subsidiary refinanced its $1.345625 billion term loan facility, reducing the interest rate spread by 100 basis points from Term SOFR + 2.75% to Term SOFR + 1.75%. The transaction involved a cashless roll of the existing 2025 Repriced Incremental Term Loans into 2026 Repriced Incremental Term Loans at the same principal amount, funded with balance sheet cash. This is a debt management optimization that lowers interest expense without increasing overall leverage or principal outstanding. The filing omits any financial statements or operational performance data.

Actionable Insight

The 100 bps rate reduction on $1.345B in term loans will lower annual interest cost by roughly $13-14M pre-tax, providing a modest tailwind to earnings. This is a liability management transaction with no change to principal outstanding or leverage. Monitor upcoming quarterly reports for the actual interest expense savings and any updates on the company's broader debt structure, including the $1.3B revolving credit facility added in March 2026.

Key Facts

  • Seventh Amendment to Credit and Guaranty Agreement executed June 4, 2026
  • New 2026 Repriced Incremental Term Loan facility for $1,345,625,000 created
  • Interest rate reduced from Term SOFR + 2.75% to Term SOFR + 1.75%
  • Proceeds used to refinance existing 2025 Repriced Incremental Term Loans in full
  • Existing 2025 Repriced Incremental Term Loans of $1,345,625,000 reduced to $0 after the amendment
  • Cashless roll mechanism used; no change in aggregate principal amount outstanding
  • Applicable margin for 2026 Repriced Incremental Term Loans: 1.75% for Term SOFR Rate Loans, 0.75% for Base Rate Loans
  • 100 bps reduction in interest rate spread on the $1.345 billion term loan
  • Wells Fargo acted as administrative agent, New Incremental Term Lender, and Purchasing Term Lender

Financial Impact

Annual interest expense reduction of approximately $13.5 million pre-tax based on $1.345625B principal at 100 bps spread reduction

interest_expensenet_incomecash_flow

Risk Factors

  • No new operational or financial performance data disclosed in this filing
  • The repricing does not address any underlying business or margin trends
  • Short-term call protection: 1% prepayment premium applies for six months on any repricing transaction

Market Snapshot

Exchange
NYSE
Sector
Industrial & Commercial Fans & Blowers & Air Purifing Equip
Analyst Consensus
83% bullish (18 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-041148
Document: mair-20260604.htm0001628280-26-041148
Document: 0001628280-26-041148-index-headers.html0001628280-26-041148
Document: 0001628280-26-041148-index.html0001628280-26-041148
Document: 0001628280-26-041148.txt0001628280-26-041148
12 reports for MAIR
Performance horizon

Track record builds as more directional reports settle.

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Reports for MAIR — sortable, filterable
Type Now
Jun 5, 2026
9d ago
8-K
NEUTRAL ★ 4/10
$39.44 awaiting T+5awaiting T+5$39.02 (−1.06%)
May 29, 2026
16d ago
Press Release
NEUTRAL ★ 2/10
$43.47 $43.56▲ +0.21%▲ +0.50%$39.02 (−10.24%)
May 12, 2026
4w ago
8-K
BULLISH ★ 7/10
$41.07 $38.36▼ −6.60%▼ −6.68%$39.02 (−4.99%)
Apr 17, 2026
8w ago
8-K
NEUTRAL ★ 6/10
$33.66 $34.57▲ +2.70%▲ +1.79%$39.02 (+15.92%)
Apr 17, 2026
8w ago
424B4
MIXED ★ 7/10
$32.45 $33.83▲ +4.25%▲ +3.70%$39.02 (+20.25%)
Apr 16, 2026
8w ago
3
NEUTRAL ★ 3/10
$32.45 $33.83▲ +4.25%▲ +3.70%$39.02 (+20.25%)
Apr 16, 2026
8w ago
3
NEUTRAL ★ 2/10
$32.45 $33.83▲ +4.25%▲ +3.70%$39.02 (+20.25%)
Apr 16, 2026
8w ago
3
NEUTRAL ★ 2/10
$32.45 $33.83▲ +4.25%▲ +3.70%$39.02 (+20.25%)
Apr 16, 2026
8w ago
3
NEUTRAL ★ 3/10
$32.45 $33.83▲ +4.25%▲ +3.70%$39.02 (+20.25%)
Apr 16, 2026
8w ago
3
NEUTRAL ★ 3/10
$32.45 $33.83▲ +4.25%▲ +3.70%$39.02 (+20.25%)
Showing 10 of 12

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