Air T 2025 Q4 Earnings Misses Targets as Net Loss Widens 661.9%

Air T (AIRT) reported its fiscal 2025 Q4 earnings on Jun 27th, 2025. The company missed market expectations with a substantial widening of net loss. Revenue fell short of previous year figures, and guidance suggests cautious optimism for future performance. Air T's efforts to improve market positioning and leverage strategic initiatives could support potential growth, despite current financial setbacks.

Revenue
The total revenue of Air T decreased by 8.8% to $66.31 million in 2025 Q4, down from $72.68 million in 2024 Q4.

Earnings/Net Income
Air T's losses deepened to $2.58 per share in 2025 Q4 from a loss of $0.61 per share in 2024 Q4 (320.9% wider loss). Meanwhile, the company's net loss widened to $-7.16 million in 2025 Q4, representing a 661.9% increase from the $-940000 loss recorded in 2024 Q4. This performance indicates a challenging quarter for Air T.

Price Action
The stock price of Air T has surged 16.36% during the latest trading day, has edged up 1.17% during the most recent full trading week, and has surged 30.51% month-to-date.

Post-Earnings Price Action Review
The strategy of buying Air T (AIRT) shares after a revenue drop on the earnings release date and holding for 30 days has shown mixed results over the past three years. The strategy yielded a positive return of 5.78%, outperforming the SPY ETF's return of 2.24%, indicating a favorable risk-adjusted performance. However, the approach exhibited volatility, with notable gains in some quarters and losses in others, reflecting the market's varied response to earnings reports. The strategy's success was heavily influenced by the earnings release date, with instances of significant drops, such as a 12.14% decline in Q1 2023. These fluctuations highlight the unpredictability of market reactions to earnings news. Despite the potential for high returns, the strategy carries significant risk due to its volatility, necessitating careful consideration of risk tolerance and investment horizon by investors.

CEO Commentary
Nick Swenson, CEO of Air T, Inc., emphasized the company's ongoing commitment to enhancing shareholder value through various initiatives aimed at activating growth and addressing challenges. He highlighted the positive momentum in new products and marketing channels, expressing optimism about the future and the potential for continued progress across the business segments.

Guidance
Air T anticipates ongoing improvements in business performance, supported by strategic initiatives in key segments such as digital solutions, which are expected to drive recurring subscription revenues. The company is optimistic about its growth trajectory, focusing on market positioning and resource allocation to capitalize on emerging opportunities and enhance overall performance in the upcoming fiscal periods.

Additional News
Air T, Inc. announced the acquisition of Royal Aircraft Services by its wholly-owned subsidiary, Mountain Air Cargo. This strategic acquisition aims to strengthen Mountain Air Cargo's operational capabilities and expand its market presence. Additionally, Air T has secured a transformative $100 million financing deal from institutional investors, significantly enhancing the company's financial flexibility. The financing agreement, reached through Air T's subsidiary AAM 24-1, LLC, provides non-recourse capital with scheduled disbursements until 2027, with final maturity in 2035. This move is seen as a strong vote of confidence from existing investors, supporting Air T's long-term growth initiatives.