Switch to:

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 : 6/10

vs
industry
vs
history
Cash to Debt 0.10
WAIR's Cash to Debt is ranked lower than
62% of the 266 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.55 vs. WAIR: 0.10 )
WAIR' s 10-Year Cash to Debt Range
Min: 0.04   Max: N/A
Current: 0.1

Equity to Asset 0.43
WAIR's Equity to Asset is ranked higher than
58% of the 258 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.47 vs. WAIR: 0.43 )
WAIR' s 10-Year Equity to Asset Range
Min: 0.39   Max: 0.54
Current: 0.43

0.39
0.54
F-Score: 5
Z-Score: 2.38
M-Score: -2.47
WACC vs ROIC
5.37%
5.95%
WACC
ROIC
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 (%) 11.80
WAIR's Operating margin (%) is ranked higher than
92% of the 272 Companies
in the Global Industrial Distribution industry.

( Industry Median: 3.65 vs. WAIR: 11.80 )
WAIR' s 10-Year Operating margin (%) Range
Min: 13.57   Max: 23.52
Current: 11.8

13.57
23.52
Net-margin (%) 6.15
WAIR's Net-margin (%) is ranked higher than
86% of the 272 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.01 vs. WAIR: 6.15 )
WAIR' s 10-Year Net-margin (%) Range
Min: 7.53   Max: 11.88
Current: 6.15

7.53
11.88
ROE (%) 9.80
WAIR's ROE (%) is ranked higher than
73% of the 269 Companies
in the Global Industrial Distribution industry.

( Industry Median: 7.55 vs. WAIR: 9.80 )
WAIR' s 10-Year ROE (%) Range
Min: 10.99   Max: 14.45
Current: 9.8

10.99
14.45
ROA (%) 4.01
WAIR's ROA (%) is ranked higher than
73% of the 274 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.95 vs. WAIR: 4.01 )
WAIR' s 10-Year ROA (%) Range
Min: 5.05   Max: 6.62
Current: 4.01

5.05
6.62
ROC (Joel Greenblatt) (%) 18.51
WAIR's ROC (Joel Greenblatt) (%) is ranked higher than
74% of the 274 Companies
in the Global Industrial Distribution industry.

( Industry Median: 12.97 vs. WAIR: 18.51 )
WAIR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 21.1   Max: 56.4
Current: 18.51

21.1
56.4
Revenue Growth (3Y)(%) 22.10
WAIR's Revenue Growth (3Y)(%) is ranked higher than
96% of the 238 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.70 vs. WAIR: 22.10 )
WAIR' s 10-Year Revenue Growth (3Y)(%) Range
Min: 5.9   Max: 22.1
Current: 22.1

5.9
22.1
EBITDA Growth (3Y)(%) 2.30
WAIR's EBITDA Growth (3Y)(%) is ranked higher than
61% of the 201 Companies
in the Global Industrial Distribution industry.

( Industry Median: 6.30 vs. WAIR: 2.30 )
WAIR' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 2.3   Max: 3
Current: 2.3

2.3
3
EPS Growth (3Y)(%) 9.00
WAIR's EPS Growth (3Y)(%) is ranked higher than
69% of the 175 Companies
in the Global Industrial Distribution industry.

( Industry Median: 6.00 vs. WAIR: 9.00 )
WAIR' s 10-Year EPS Growth (3Y)(%) Range
Min: 9   Max: 13.9
Current: 9

9
13.9
» WAIR's 10-Y Financials

Financials


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

» Details

Guru Trades

Q2 2014

WAIR Guru Trades in Q2 2014

Michael Dell 5,418,897 sh (New)
Jim Simons 53,300 sh (New)
Wallace Weitz 1,225,000 sh (+434.47%)
Chuck Royce 1,859,987 sh (+3.75%)
Chris Davis 5,170,380 sh (+0.16%)
David Abrams Sold Out
Jeremy Grantham 37,300 sh (-11.40%)
Paul Tudor Jones 38,100 sh (-19.69%)
» More
Q3 2014

WAIR Guru Trades in Q3 2014

Manning & Napier Advisors, Inc 867,827 sh (New)
Jim Simons 167,100 sh (+213.51%)
Wallace Weitz 2,273,340 sh (+85.58%)
Chris Davis 5,635,547 sh (+9.00%)
Chuck Royce 2,021,787 sh (+8.70%)
Michael Dell 5,418,897 sh (unchged)
Jeremy Grantham Sold Out
Paul Tudor Jones 36,300 sh (-4.72%)
» More
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
» 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%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

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 (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
P/E(ttm) 15.50
WAIR's P/E(ttm) is ranked higher than
72% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 25.50 vs. WAIR: 15.50 )
WAIR' s 10-Year P/E(ttm) Range
Min: 11.05   Max: 20.51
Current: 15.5

11.05
20.51
Forward P/E 13.04
WAIR's Forward P/E is ranked higher than
83% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.00 vs. WAIR: 13.04 )
N/A
PE(NRI) 15.50
WAIR's PE(NRI) is ranked higher than
74% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 25.70 vs. WAIR: 15.50 )
WAIR' s 10-Year PE(NRI) Range
Min: 11.05   Max: 20.51
Current: 15.5

11.05
20.51
P/B 1.45
WAIR's P/B is ranked higher than
58% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.73 vs. WAIR: 1.45 )
WAIR' s 10-Year P/B Range
Min: 1.22   Max: 2.38
Current: 1.45

1.22
2.38
P/S 0.95
WAIR's P/S is ranked lower than
52% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.66 vs. WAIR: 0.95 )
WAIR' s 10-Year P/S Range
Min: 0.85   Max: 2.35
Current: 0.95

0.85
2.35
PFCF 11.78
WAIR's PFCF is ranked higher than
86% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 92.97 vs. WAIR: 11.78 )
WAIR' s 10-Year PFCF Range
Min: 10.41   Max: 223.5
Current: 11.78

10.41
223.5
POCF 10.86
WAIR's POCF is ranked higher than
79% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 23.00 vs. WAIR: 10.86 )
WAIR' s 10-Year POCF Range
Min: 9.62   Max: 111.75
Current: 10.86

9.62
111.75
EV-to-EBIT 13.23
WAIR's EV-to-EBIT is ranked higher than
74% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 18.66 vs. WAIR: 13.23 )
WAIR' s 10-Year EV-to-EBIT Range
Min: 8.4   Max: 18.4
Current: 13.23

8.4
18.4
PEG 3.60
WAIR's PEG is ranked higher than
80% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.00 vs. WAIR: 3.60 )
WAIR' s 10-Year PEG Range
Min: 1.08   Max: 1.16
Current: 3.6

1.08
1.16
Current Ratio 5.09
WAIR's Current Ratio is ranked higher than
94% of the 259 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.77 vs. WAIR: 5.09 )
WAIR' s 10-Year Current Ratio Range
Min: 5.09   Max: 9.9
Current: 5.09

5.09
9.9
Quick Ratio 1.84
WAIR's Quick Ratio is ranked higher than
84% of the 259 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.12 vs. WAIR: 1.84 )
WAIR' s 10-Year Quick Ratio Range
Min: 1.84   Max: 3.93
Current: 1.84

1.84
3.93
Days Inventory 256.30
WAIR's Days Inventory is ranked lower than
60% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 83.75 vs. WAIR: 256.30 )
WAIR' s 10-Year Days Inventory Range
Min: 269.56   Max: 440.72
Current: 256.3

269.56
440.72
Days Sales Outstanding 65.58
WAIR's Days Sales Outstanding is ranked higher than
69% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 73.14 vs. WAIR: 65.58 )
WAIR' s 10-Year Days Sales Outstanding Range
Min: 49.57   Max: 81.21
Current: 65.58

49.57
81.21

Valuation & Return

vs
industry
vs
history
Price/Median PS Value 0.57
WAIR's Price/Median PS Value is ranked higher than
94% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.30 vs. WAIR: 0.57 )
WAIR' s 10-Year Price/Median PS Value Range
Min: 0.54   Max: 1.36
Current: 0.57

0.54
1.36
Price/Peter Lynch Fair Value 1.09
WAIR's Price/Peter Lynch Fair Value is ranked higher than
90% of the 303 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.00 vs. WAIR: 1.09 )
WAIR' s 10-Year Price/Peter Lynch Fair Value Range
Min: 1.1   Max: 1.1
Current: 1.09

Earnings Yield (Greenblatt) 7.60
WAIR's Earnings Yield (Greenblatt) is ranked higher than
72% of the 269 Companies
in the Global Industrial Distribution industry.

( Industry Median: 6.20 vs. WAIR: 7.60 )
WAIR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.4   Max: 11.9
Current: 7.6

5.4
11.9
Forward Rate of Return (Yacktman) 19.31
WAIR's Forward Rate of Return (Yacktman) is ranked higher than
86% of the 174 Companies
in the Global Industrial Distribution industry.

( Industry Median: 9.24 vs. WAIR: 19.31 )
WAIR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 19   Max: 19.4
Current: 19.31

19
19.4

Analyst Estimate

Sep15 Sep16 Sep17
Revenue(Mil) 1,567 1,624 1,639
EPS($) 1.08 1.17 1.30
EPS without NRI($) 1.08 1.17 1.30

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 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 beari
» More Articles for WAIR

Headlines

Articles On GuruFocus.com
5 Stocks Multiple Gurus Are Buying Mar 05 2015 
A Look at Tom Gayner's New Buys Feb 09 2015 
What to Watch For: November 17-21 Nov 17 2014 
Wally Weitz Q3 2014 Shareholder Letter Oct 16 2014 
Weitz Investment Management Comments on Wesco Aircraft Holdings May 06 2014 
What We Expect for Jet Sales at the Gulfstream Business Apr 09 2014 
Weekly CEO Sells Highlight: RF Micro Devices Inc., TE Connectivity Ltd., SanDisk Corp., Wesco Aircra Oct 14 2013 
Guru Real Time Activity: August 19-23 Aug 24 2013 
Chris Davis' New York Venture Fund Top 5 New Stock Buys Aug 07 2013 
Sell-out Update from Ruane, Cunniff & Goldfarb May 30 2013 

More From Other Websites
WESCO AIRCRAFT HOLDINGS, INC Financials May 16 2015
10-Q for Wesco Aircraft Holdings, Inc. May 10 2015
WESCO AIRCRAFT HOLDINGS, INC Files SEC form 10-Q, Quarterly Report May 08 2015
Wesco Aircraft misses Street 2Q forecasts May 07 2015
Wesco Aircraft misses Street 2Q forecasts May 07 2015
Wesco Aircraft Holdings Inc Earnings Call scheduled for 5:00 pm ET today May 07 2015
WESCO AIRCRAFT HOLDINGS, INC Files SEC form 8-K, Results of Operations and Financial Condition,... May 07 2015
Wesco Aircraft Holdings Reports Results for Fiscal 2015 Second Quarter May 07 2015
Wesco Aircraft Holdings Reports Results for Fiscal 2015 Second Quarter May 07 2015
Q2 2015 Wesco Aircraft Holdings Inc Earnings Release - After Market Close May 07 2015
WESCO AIRCRAFT HOLDINGS, INC Files SEC form 8-K/A, Change in Directors or Principal Officers Apr 30 2015
Wesco Aircraft Appoints Richard J. Weller Executive Vice President and Chief Financial Officer Apr 23 2015
WESCO AIRCRAFT HOLDINGS, INC Files SEC form 8-K, Change in Directors or Principal Officers,... Apr 23 2015
Wesco Aircraft Appoints Richard J. Weller Executive Vice President and Chief Financial Officer Apr 23 2015
Wesco Aircraft Announces Fiscal 2015 Second Quarter Earnings Release Date and Teleconference Apr 22 2015
Wesco Aircraft Announces Fiscal 2015 Second Quarter Earnings Release Date and Teleconference Apr 22 2015
Wesco Aircraft Appoints David J. Castagnola President and Chief Executive Officer Apr 06 2015
WESCO AIRCRAFT HOLDINGS, INC Files SEC form 8-K, Change in Directors or Principal Officers,... Apr 06 2015
Wesco Aircraft Appoints David J. Castagnola President and Chief Executive Officer Apr 06 2015
WESCO AIRCRAFT HOLDINGS, INC Files SEC form 8-K, Change in Directors or Principal Officers Mar 26 2015

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK