AirBoss of America Corp
TSX:BOS
AirBoss of America Corp
AirBoss of America Corp. engages in the provision of compounded rubber, survivability solutions and anti-vibration components to a diverse group of customers globally. The company is headquartered in Newmarket, Ontario and currently employs 1,361 full-time employees. The Company’s segments include Rubber Solutions, Engineered Products and AirBoss Defense Group. The Company’s Rubber Solutions segment includes manufacturing and distribution of rubber compounds and distribution of rubber compounding related chemicals. The Engineered Products segment includes the manufacture and distribution of anti-noise, vibration and harshness dampening parts. The AirBoss Defense Group segment includes the manufacture and distribution of personal protection and safety products, primarily for the manufacture of semi-finished rubber related products. The firm's subsidiaries include AirBoss Rubber Compounding (NC), LLC (ANC), SunBoss Chemicals Corp., AirBoss Flexible Products, LLC (AFP), AirBoss Defense Group Ltd. (ADG Canada), and AirBoss Defense Group, LLC (ADG USA).
AirBoss of America Corp. engages in the provision of compounded rubber, survivability solutions and anti-vibration components to a diverse group of customers globally. The company is headquartered in Newmarket, Ontario and currently employs 1,361 full-time employees. The Company’s segments include Rubber Solutions, Engineered Products and AirBoss Defense Group. The Company’s Rubber Solutions segment includes manufacturing and distribution of rubber compounds and distribution of rubber compounding related chemicals. The Engineered Products segment includes the manufacture and distribution of anti-noise, vibration and harshness dampening parts. The AirBoss Defense Group segment includes the manufacture and distribution of personal protection and safety products, primarily for the manufacture of semi-finished rubber related products. The firm's subsidiaries include AirBoss Rubber Compounding (NC), LLC (ANC), SunBoss Chemicals Corp., AirBoss Flexible Products, LLC (AFP), AirBoss Defense Group Ltd. (ADG Canada), and AirBoss Defense Group, LLC (ADG USA).
Revenue: Consolidated Q4 net sales were $106 million, up 15.3% year-over-year, driven by strength at AirBoss Manufactured Products (AMP).
Segment split: ARS (Rubber Solutions) saw softness — Q4 sales $45.8 million, down 3.3% — while AMP delivered a strong quarter with Q4 sales of $72.5 million, up 50.4%.
Profit & cash: Consolidated Q4 gross profit was $19.9 million (up 30.4%); full-year free cash flow was $37.3 million and net debt fell to $67.6 million (from $98.9 million).
Tariff risk: Management flagged ongoing CUSMA/tariff uncertainty as a material near-term risk and says contingency plans are in place; recovery timing for ARS depends on clarity around trade rules.
Outlook: Company expects ARS volume recovery to begin mid-2026 but cautioned timing and magnitude could change; 2026 likely modest CapEx increase and some working‑capital cash burn as new programs ramp.
Strategy: Strategic review concluded with a clear focus on doubling down on defense products and growing rubber compounding / specialty compounds; no active divestiture process being rushed.
