Added to YB: 2025-10-03
Pitch date: 2025-10-02
ISSC [neutral]
Innovative Aerosystems, Inc.
-10.72%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
Innovative Aerosystems, Inc., engages in the engineering, manufacturing, and supply of advanced avionic solutions.
Market Cap
$150.6M
Pitch Price
$12.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.44
P/E
12.94
EV/Sales
2.24
Sector
Aerospace and Defense
Category
value
Investing with Martin | September: +~38% YTD. - Innovative Solutions and Support, Inc.
ISSC (holding update): Onshored aerospace/defense play supplying Pilatus (infinite backlog) + acquiring Honeywell's unwanted product lines including F16 business. Targeting $200M rev vs $200M market cap. Rev spiked then fell on demand pullforward concerns. Diversified across defense/aerospace/private jets with original products + retrofit/service revenue.
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