Air Industries

Contracts with primes and LTAs constrain list-price flexibility; most improvement must come from mix, yields, and throughput. H1 2026 gross margin of 21.5 percent improved from 16.4 percent a year earlier due to mix and cost actions, but the level remains far below what we consider indicative of strong pricing power.

Replacement and rush spares can command better economics, yet overall power to raise prices without share loss appears limited.