Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
17.37 (1y: +23%)
Market Cap 1.61 B P/E(ttm) 17.30
Enterprise Value 2.16 B P/B 2.00
WAIR- NYSE (USA)
Wesco Aircraft Holdings Inc
Not Rated
Top Ranked Predictable Companies
$17.37
Switch to:

GuruFocus Financial Strength Rank measures how strong a companyย’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

vs
industry		 vs
history
Cash to Debt 0.097
WAIR's Cash to Debt is ranked lower than
85% of the 169 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.74 vs. WAIR: 0.097 )
WAIR' s 10-Year Cash to Debt Range
Min: 0.02   Max: 0.1
Current: 0.1
0.02
0.1
Equity to Asset 0.053
WAIR's Equity to Asset is ranked lower than
97% of the 163 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.48 vs. WAIR: 0.053 )
WAIR' s 10-Year Equity to Asset Range
Min: -0.1   Max: 0.05
Current: 0.05
-0.1
0.05
Interest Coverage 6.4
WAIR's Interest Coverage is ranked lower than
74% of the 141 Companies
in the Global Industrial Distribution industry.

( Industry Median: 30.30 vs. WAIR: 6.4 )
WAIR' s 10-Year Interest Coverage Range
Min: 4   Max: 6
Current: 6.4
4
6
F-Score: 5
Z-Score: 2.91
M-Score: -1.45
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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

vs
industry		 vs
history
Operating margin (%) 20.50
WAIR's Operating margin (%) is ranked higher than
93% of the 152 Companies
in the Global Industrial Distribution industry.

( Industry Median: 4.70 vs. WAIR: 20.50 )
WAIR' s 10-Year Operating margin (%) Range
Min: 20.5   Max: 23.5
Current: 20.5
20.5
23.5
Net-margin (%) 11.9
WAIR's Net-margin (%) is ranked higher than
89% of the 147 Companies
in the Global Industrial Distribution industry.

( Industry Median: 3.00 vs. WAIR: 11.9 )
WAIR' s 10-Year Net-margin (%) Range
Min: 9.5   Max: 11.9
Current: 11.9
9.5
11.9
ROE (%) 12.2
WAIR's ROE (%) is ranked higher than
69% of the 145 Companies
in the Global Industrial Distribution industry.

( Industry Median: 6.30 vs. WAIR: 12.2 )
WAIR' s 10-Year ROE (%) Range
Min: 12   Max: 13.5
Current: 12.2
12
13.5
ROA (%) 6
WAIR's ROA (%) is ranked higher than
71% of the 145 Companies
in the Global Industrial Distribution industry.

( Industry Median: 3.20 vs. WAIR: 6 )
WAIR' s 10-Year ROA (%) Range
Min: 4.7   Max: 6
Current: 6
4.7
6
ROC (Joel Greenblatt) (%) 22.90
WAIR's ROC (Joel Greenblatt) (%) is ranked higher than
60% of the 146 Companies
in the Global Industrial Distribution industry.

( Industry Median: 19.30 vs. WAIR: 22.90 )
WAIR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 22.9   Max: 28.2
Current: 22.9
22.9
28.2
ยป WAIR's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

WAIR Guru Trades in Q2 2012

Jeremy Grantham 18,200 sh (New)
Chuck Royce 1,370,387 sh (+20.26%)
» More
Q3 2012

WAIR Guru Trades in Q3 2012

Ruane Cunniff 215,000 sh (New)
Chuck Royce 1,485,387 sh (+8.39%)
Jeremy Grantham 18,200 sh (unchged)
» More
Q4 2012

WAIR Guru Trades in Q4 2012

Ruane Cunniff 290,000 sh (+34.88%)
Chuck Royce 1,692,387 sh (+13.94%)
Jeremy Grantham 24,400 sh (unchged)
» More
Q1 2013

WAIR Guru Trades in Q1 2013

Jeremy Grantham 27,900 sh (+14.34%)
Chuck Royce 1,920,887 sh (+13.5%)
Ruane Cunniff Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with WAIR

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ruane Cunniff 2013-03-31 Sold Out 0.03%$13.14 - $14.89 $ 17.3726%0
Ruane Cunniff 2012-12-31 Add 34.88%0.01%$12.4 - $13.93 $ 17.3730%290000
Ruane Cunniff 2012-09-30 New Buy0.02%$12.6 - $15.18 $ 17.3726%215000
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 17.30
WAIR's P/E(ttm) is ranked lower than
59% of the 143 Companies
in the Global Industrial Distribution industry.

( Industry Median: 15.30 vs. WAIR: 17.30 )
WAIR' s 10-Year P/E(ttm) Range
Min: 13.28   Max: 36.71
Current: 17.3
13.28
36.71
P/B 2.00
WAIR's P/B is ranked lower than
74% of the 169 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.97 vs. WAIR: 2.00 )
WAIR' s 10-Year P/B Range
Min: 1.35   Max: 2.28
Current: 2
1.35
2.28
P/S 1.98
WAIR's P/S is ranked lower than
90% of the 174 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.43 vs. WAIR: 1.98 )
WAIR' s 10-Year P/S Range
Min: 1.53   Max: 3.24
Current: 1.98
1.53
3.24
PFCF 30.30
WAIR's PFCF is ranked lower than
74% of the 114 Companies
in the Global Industrial Distribution industry.

( Industry Median: 15.43 vs. WAIR: 30.30 )
WAIR' s 10-Year PFCF Range
Min: 13.98   Max: 42.67
Current: 30.3
13.98
42.67
EV-to-EBIT 13.3
WAIR's EV-to-EBIT is ranked lower than
59% of the 147 Companies
in the Global Industrial Distribution industry.

( Industry Median: 11.20 vs. WAIR: 13.3 )
WAIR' s 10-Year EV-to-EBIT Range
Min: 8.4   Max: 13.2
Current: 13.3
8.4
13.2

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 4
WAIR's Price/Net Current Asset Value is ranked lower than
60% of the 158 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.70 vs. WAIR: 4 )
WAIR' s 10-Year Price/Net Current Asset Value Range
Min: 3.2   Max: 3.3
Current: 4
3.2
3.3
Price/Tangible Book 20
WAIR's Price/Tangible Book is ranked lower than
98% of the 163 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.00 vs. WAIR: 20 )
WAIR' s 10-Year Price/Tangible Book Range
Min: 16.1   Max: 27.3
Current: 20
16.1
27.3
Price/Median PS Value 1.1
WAIR's Price/Median PS Value is ranked higher than
56% of the 171 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.10 vs. WAIR: 1.1 )
WAIR' s 10-Year Price/Median PS Value Range
Min: 0.9   Max: 1.6
Current: 1.1
0.9
1.6
Price/Graham Number 4
WAIR's Price/Graham Number is ranked lower than
94% of the 139 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.90 vs. WAIR: 4 )
WAIR' s 10-Year Price/Graham Number Range
Min: 3.2   Max: 4
Current: 4
3.2
4
Earnings Yield (Greenblatt) 7.50
WAIR's Earnings Yield (Greenblatt) is ranked lower than
58% of the 150 Companies
in the Global Industrial Distribution industry.

( Industry Median: 8.80 vs. WAIR: 7.50 )
WAIR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 7.5   Max: 11.9
Current: 7.5
7.5
11.9

Business Description

Wesco Aircraft was incorporated in Delaware on July 21, 2006. The company is a one of the world's largest distributors and providers of comprehensive supply chain management services to the global aerospace industry. Its services range from traditional distribution to the management of supplier relationships, quality assurance, kitting, just-in-time, or JIT, delivery and point-of-use inventory management. The company supply approximately 450,000 different stock keeping units, or SKUs, including hardware, bearings, tools and more recently, electronic components and machined parts. It believes it offer a compelling value proposition to both customers and suppliers. Customers that utilize its comprehensive JIT supply chain management services are frequently able to realize significant benefits including: reduced inventory levels, fewer disruptions of production schedules, improved quality assurance and reduced administrative and overhead costs. It intends to pursue the following strategies in order to continue to grow business: Continued Focus on Operational Excellence: It intends to further existing customer relationships by continuing to invest in highly customized IT system and providing on-time delivery performance and quality assurance; Win New Business from Existing Customers: The company continues its strategy of expanding relationships with existing customers by transitioning them to comprehensive JIT supply chain management services as well as expanding programs to include additional customer sites and SKUs, and by introducing new supply chain solutions that minimize costs, improve productivity and lower inventory investment; Expand Customer Base: It plans to expand customer base and have had significant success in winning business when competing distributors have been unable to meet customer service level requirements and in situations where customers have outsourced work that was previously performed internally; Selectively Pursue Strategic Acquisitions: Its industry is highly fragmented and believes that there are opportunities for continued consolidation. It recognizes product and service revenue when (i) persuasive evidence of an arrangement exists, (ii) title transfers to the customer, (iii) the sales price charged is fixed or determinable and (iv) collection is reasonably assured. Its product categories include the following: Hardware: Fasteners is a largest product category, comprising approximately 83% of hardware sales in fiscal 2010. Fasteners include a wide range of highly 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; Bearings: Its product offering includes a variety of 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 bushin
Company Website
SEC Reports
Industry: Industrial Distribution
Compare:
ยป More Articles for WAIR

Headlines

Articles On GuruFocus.com
3 Insider Stocks To Avoid Aug 31 2011 
Weekly CFO Sells Highlight: GMCR, NOV, WAIR, SREV, TPX, SNDK Aug 07 2011 

More From Our Partners
Northrop Grumman Stays Neutral - Analyst Blog May 24 2013 - ZACKS

Personalized Checklist





Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial