AER

Aeeris Ltd (ASX:AER) is a small, $7.5m market cap company on the ASX that provides weather and climate intelligence to organizations. The company is about to inflect to profitability, has sticky customers, and has shown encouraging numbers in its Q2 FY26 report. Aeeris's proprietary platform, AWARE, reduces reliance on third-party data, leading to margin expansion. The company has a strong foothold in the insurance sector and is expanding into other areas like rail and solar. With mandatory climate reporting on the horizon, Aeeris's Climatics platform is well-positioned for growth.

Pitch for AerCap Holdings (AER US) from Oakmark Fund, found in Q4 hedge fund reports.

Pitch for AerCap Holdings (AER US) from Oakmark Fund, found in Q4 hedge fund reports.