Added to YB: 2026-03-24
Pitch date: 2026-03-21
SODI [bullish]
Solitron Devices, Inc.
-3.52%
current return
Author Info
No bio for this author
Company Info
Solitron Devices, Inc. designs, develops, manufactures, and markets solid-state semiconductor components and related devices primarily for the military and aerospace markets in the United States, Canada, Latin America, Europe, and Australia.
Market Cap
$51.7M
Pitch Price
$25.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.19
P/E
1.9K
EV/Sales
3.47
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Solitron Devices, Inc. - $SODI
SODI: 67-yr-old mil-spec semiconductor maker, sole-source for AMRAAM & HIMARS. Backlog exploded 124% YoY to $28M (2x TTM rev). Q3 rev +49%, NI +143%, margin 34.3% vs 29.7%. Embedded in RTX/Raytheon AMRAAM (doubling 2x), Lockheed HIMARS, SM-6. CEO Eriksen (14% owner) announced strategic review Feb 3 for potential sale at premium. Risks: customer concentration, scale limits, M&A execution
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