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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 3/10

vs
industry
vs
history
Cash to Debt 0.09
WAIR's Cash to Debt is ranked lower than
84% of the 203 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.63 vs. WAIR: 0.09 )
Ranked among companies with meaningful Cash to Debt only.
WAIR' s Cash to Debt Range Over the Past 10 Years
Min: 0.02  Med: 0.09 Max: 0.14
Current: 0.09
0.02
0.14
Equity to Asset 0.41
WAIR's Equity to Asset is ranked lower than
62% of the 202 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.48 vs. WAIR: 0.41 )
Ranked among companies with meaningful Equity to Asset only.
WAIR' s Equity to Asset Range Over the Past 10 Years
Min: 0.38  Med: 0.43 Max: 0.53
Current: 0.41
0.38
0.53
F-Score: 4
Z-Score: 1.76
M-Score: -3.21
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) -13.78
WAIR's Operating margin (%) is ranked lower than
93% of the 203 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.90 vs. WAIR: -13.78 )
Ranked among companies with meaningful Operating margin (%) only.
WAIR' s Operating margin (%) Range Over the Past 10 Years
Min: -13.78  Med: 20.46 Max: 23.52
Current: -13.78
-13.78
23.52
Net-margin (%) -10.33
WAIR's Net-margin (%) is ranked lower than
91% of the 204 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.81 vs. WAIR: -10.33 )
Ranked among companies with meaningful Net-margin (%) only.
WAIR' s Net-margin (%) Range Over the Past 10 Years
Min: -10.33  Med: 10.63 Max: 11.88
Current: -10.33
-10.33
11.88
ROE (%) -15.86
WAIR's ROE (%) is ranked lower than
90% of the 203 Companies
in the Global Industrial Distribution industry.

( Industry Median: 6.56 vs. WAIR: -15.86 )
Ranked among companies with meaningful ROE (%) only.
WAIR' s ROE (%) Range Over the Past 10 Years
Min: -17.1  Med: 12.92 Max: 14.45
Current: -15.86
-17.1
14.45
ROA (%) -6.66
WAIR's ROA (%) is ranked lower than
89% of the 208 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.47 vs. WAIR: -6.66 )
Ranked among companies with meaningful ROA (%) only.
WAIR' s ROA (%) Range Over the Past 10 Years
Min: -6.98  Med: 5.84 Max: 6.62
Current: -6.66
-6.98
6.62
ROC (Joel Greenblatt) (%) -21.25
WAIR's ROC (Joel Greenblatt) (%) is ranked lower than
92% of the 207 Companies
in the Global Industrial Distribution industry.

( Industry Median: 12.12 vs. WAIR: -21.25 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
WAIR' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: -21.99  Med: 24.92 Max: 56.4
Current: -21.25
-21.99
56.4
Revenue Growth (3Y)(%) 24.00
WAIR's Revenue Growth (3Y)(%) is ranked higher than
96% of the 181 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.40 vs. WAIR: 24.00 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
WAIR' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 5.9  Med: 15.70 Max: 24
Current: 24
5.9
24
» WAIR's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q4 2014

WAIR Guru Trades in Q4 2014

Tom Gayner 30,000 sh (New)
Richard Snow 173,340 sh (New)
Paul Tudor Jones 62,128 sh (+71.15%)
Wallace Weitz 3,132,185 sh (+37.78%)
Chris Davis 6,008,026 sh (+6.61%)
Chuck Royce 2,145,287 sh (+6.11%)
Michael Dell 5,418,897 sh (unchged)
Chris Davis 6,008,026 sh (unchged)
Manning & Napier Advisors, Inc Sold Out
Jim Simons 101,944 sh (-38.99%)
» More
Q1 2015

WAIR Guru Trades in Q1 2015

Richard Snow 2,692,627 sh (+1453.38%)
Tom Gayner 160,000 sh (+433.33%)
Chris Davis 6,230,844 sh (+3.71%)
Michael Dell 5,418,897 sh (unchged)
Jim Simons Sold Out
Wallace Weitz 2,954,705 sh (-5.67%)
Chuck Royce 2,001,787 sh (-6.69%)
Paul Tudor Jones 14,129 sh (-77.26%)
» More
Q2 2015

WAIR Guru Trades in Q2 2015

Joel Greenblatt 31,643 sh (New)
Tom Gayner 245,000 sh (+53.13%)
Richard Snow 3,081,449 sh (+14.44%)
Chris Davis 6,440,398 sh (+3.36%)
Chuck Royce 2,016,087 sh (+0.71%)
Wallace Weitz 2,838,205 sh (-3.94%)
Michael Dell 5,120,218 sh (-5.51%)
Paul Tudor Jones 12,686 sh (-10.21%)
» More
Q3 2015

WAIR Guru Trades in Q3 2015

Jim Simons 15,100 sh (New)
Joel Greenblatt 218,553 sh (+590.68%)
Wallace Weitz 3,446,000 sh (+21.41%)
Tom Gayner 287,000 sh (+17.14%)
Richard Snow 3,370,276 sh (+9.37%)
Chuck Royce 2,115,487 sh (+4.93%)
Chris Davis 6,610,849 sh (+2.65%)
Michael Dell 5,120,218 sh (unchged)
Paul Tudor Jones Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with WAIR

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Guru Investment Theses on Wesco Aircraft Holdings Inc

Weitz Investment Management Comments on Wesco Aircraft Holdings - May 06, 2014

We initiated a small position in Wesco Aircraft Holdings (NYSE:WAIR) during the quarter. Wesco is a distributor and supply chain manager to the commercial and military aerospace markets. The company should benefit from the multi-year commercial aerospace build-out that is underway. We expect this tailwind to provide visible growth through at least 2017. Wesco also has an opportunity to provide more services to large defense contractors as funding pressures force the industry to become more efficient. If the company can improve margins along the way, we think the resulting earnings growth could provide reasonable-to-good return potential for the stock.

From Wallace Weitz (Trades, Portfolio)'s first quarter 2014 report.

Check out Wallace Weitz latest stock trades

Ratios

vs
industry
vs
history
Forward P/E 9.14
WAIR's Forward P/E is ranked higher than
58% of the 83 Companies
in the Global Industrial Distribution industry.

( Industry Median: 10.22 vs. WAIR: 9.14 )
Ranked among companies with meaningful Forward P/E only.
N/A
P/B 1.31
WAIR's P/B is ranked lower than
62% of the 200 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.97 vs. WAIR: 1.31 )
Ranked among companies with meaningful P/B only.
WAIR' s P/B Range Over the Past 10 Years
Min: 1.22  Med: 1.70 Max: 2.38
Current: 1.31
1.22
2.38
P/S 0.72
WAIR's P/S is ranked lower than
63% of the 202 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.44 vs. WAIR: 0.72 )
Ranked among companies with meaningful P/S only.
WAIR' s P/S Range Over the Past 10 Years
Min: 0.67  Med: 1.65 Max: 2.35
Current: 0.72
0.67
2.35
PFCF 8.19
WAIR's PFCF is ranked higher than
70% of the 101 Companies
in the Global Industrial Distribution industry.

( Industry Median: 15.33 vs. WAIR: 8.19 )
Ranked among companies with meaningful PFCF only.
WAIR' s PFCF Range Over the Past 10 Years
Min: 7.63  Med: 22.70 Max: 223.5
Current: 8.19
7.63
223.5
POCF 7.57
WAIR's POCF is ranked higher than
67% of the 128 Companies
in the Global Industrial Distribution industry.

( Industry Median: 11.55 vs. WAIR: 7.57 )
Ranked among companies with meaningful POCF only.
WAIR' s POCF Range Over the Past 10 Years
Min: 7.05  Med: 20.89 Max: 111.75
Current: 7.57
7.05
111.75
Current Ratio 5.39
WAIR's Current Ratio is ranked higher than
91% of the 201 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.82 vs. WAIR: 5.39 )
Ranked among companies with meaningful Current Ratio only.
WAIR' s Current Ratio Range Over the Past 10 Years
Min: 5.39  Med: 7.50 Max: 9.03
Current: 5.39
5.39
9.03
Quick Ratio 2.07
WAIR's Quick Ratio is ranked higher than
78% of the 201 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.25 vs. WAIR: 2.07 )
Ranked among companies with meaningful Quick Ratio only.
WAIR' s Quick Ratio Range Over the Past 10 Years
Min: 1.45  Med: 2.18 Max: 2.71
Current: 2.07
1.45
2.71
Days Inventory 239.98
WAIR's Days Inventory is ranked lower than
94% of the 195 Companies
in the Global Industrial Distribution industry.

( Industry Median: 72.33 vs. WAIR: 239.98 )
Ranked among companies with meaningful Days Inventory only.
WAIR' s Days Inventory Range Over the Past 10 Years
Min: 226.5  Med: 380.17 Max: 440.72
Current: 239.98
226.5
440.72
Days Sales Outstanding 61.75
WAIR's Days Sales Outstanding is ranked lower than
54% of the 146 Companies
in the Global Industrial Distribution industry.

( Industry Median: 57.06 vs. WAIR: 61.75 )
Ranked among companies with meaningful Days Sales Outstanding only.
WAIR' s Days Sales Outstanding Range Over the Past 10 Years
Min: 49.57  Med: 61.14 Max: 81.21
Current: 61.75
49.57
81.21
Days Payable 46.55
WAIR's Days Payable is ranked lower than
53% of the 157 Companies
in the Global Industrial Distribution industry.

( Industry Median: 50.32 vs. WAIR: 46.55 )
Ranked among companies with meaningful Days Payable only.
WAIR' s Days Payable Range Over the Past 10 Years
Min: 44.48  Med: 59.23 Max: 62.33
Current: 46.55
44.48
62.33

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 91.42
WAIR's Price/Tangible Book is ranked lower than
99% of the 190 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.98 vs. WAIR: 91.42 )
Ranked among companies with meaningful Price/Tangible Book only.
WAIR' s Price/Tangible Book Range Over the Past 10 Years
Min: 9.78  Med: 19.69 Max: 101.67
Current: 91.42
9.78
101.67
Price/Projected FCF 0.76
WAIR's Price/Projected FCF is ranked higher than
56% of the 108 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.93 vs. WAIR: 0.76 )
Ranked among companies with meaningful Price/Projected FCF only.
WAIR' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.84  Med: 0.84 Max: 0.84
Current: 0.76
Price/Median PS Value 0.43
WAIR's Price/Median PS Value is ranked higher than
91% of the 186 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.96 vs. WAIR: 0.43 )
Ranked among companies with meaningful Price/Median PS Value only.
WAIR' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.48  Med: 0.87 Max: 1.35
Current: 0.43
0.48
1.35
Earnings Yield (Greenblatt) (%) -10.60
WAIR's Earnings Yield (Greenblatt) (%) is ranked lower than
92% of the 201 Companies
in the Global Industrial Distribution industry.

( Industry Median: 6.70 vs. WAIR: -10.60 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
WAIR' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 5.4  Med: 7.70 Max: 11.9
Current: -10.6
5.4
11.9
Forward Rate of Return (Yacktman) (%) 20.22
WAIR's Forward Rate of Return (Yacktman) (%) is ranked higher than
81% of the 118 Companies
in the Global Industrial Distribution industry.

( Industry Median: 9.74 vs. WAIR: 20.22 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
WAIR' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: 18.1  Med: 18.95 Max: 19.5
Current: 20.22
18.1
19.5

More Statistics

Revenue(Mil) $1498
EPS $ -1.60
Beta0.71
Short Percentage of Float8.57%
52-Week Range $9.91 - 16.70
Shares Outstanding(Mil)97.93

Analyst Estimate

Sep16 Sep17 Sep18
Revenue(Mil) 1,541 1,594 1,638
EPS($) 1.10 1.20 1.21
EPS without NRI($) 1.10 1.20 1.21

Business Description

Industry: Industrial Distribution » Industrial Distribution
Compare: » details
Traded in other countries:W5A.Germany,
Wesco Aircraft Holdings Inc was incorporated in Delaware on July 21, 2006. The Company is engaged in distributing and providing supply chain management services to the aerospace industry. The Company offers services including traditional distribution to the management of supplier relationships, quality assurance, kitting, just-in-time (JIT) delivery, and point-of-use inventory management. The Company supplies approximately over 575,000 active stock-keeping units (SKUs) including C-class hardware, chemicals, electronic components, bearings, tools and machined parts. The Company serves its customers under both long-term contractual arrangements (Contracts), which include JIT contracts, that govern the provision of comprehensive outsourced supply chain management services and long-term agreements, or LTAs, that typically set prices for specific products, and ad hoc sales. The Company operates in geographical segments including North America, Europe and emerging markets, such as Asia, Pacific Rim and the Middle East. The Company offers hardware, Chemicals, Electronic Components, Bearings, and Machined Parts and Other products. The Company's hardware products include engineered aerospace parts that are designed to hold together two or more components, such as rivets (both blind and solid), bolts (including blind bolts), screws, nuts and washers. The Company provides chemical supply chain management services to the commercial aerospace, airline, military, automotive, energy, pharmaceutical and electronics sectors. Its chemical product offerings include adhesives; sealants and tapes; lubricants; oil and grease; paints and coatings; industrial gases; coolants and metalworking fluids; and cleaners and cleaning solvents. In the electronic components it offers interconnect and electro-mechanical products, including connectors, relays, switches, circuit breakers and lighted products. It also offers value-added assembled products including mil-circular and rack and panel connectors and illuminated push button switches. The Company bearings product offering includes a standard anti-friction products designed to both commercial and military aircraft specifications, such as airframe control bearings, rod ends, spherical bearings, ball bearing rod ends, roller bearings and bushings. The Company's Machined parts are designed for a specific customer and are assigned unique OEM-specific SKUs. Its offering include laser cut or stamped brackets, milled parts, shims, stampings, turned parts and welded assemblies made of materials ranging from high-grade steel or titanium to nickel based alloys. The Company is subject to extensive federal, state, local and foreign laws, regulations, rules and ordinances relating to pollution, protection of the environment and human health and safety, and the handling, transportation, storage, treatment, disposal and remediation of hazardous substances, including potentially with respect to historical chemical blending a
» More Articles for WAIR

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