Added to YB: 2026-03-27
Pitch date: 2026-03-23
TATT [neutral]
TAT Technologies Ltd.
-3.57%
current return
Author Info
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Company Info
TAT Technologies Ltd., together with its subsidiaries, provides solutions and services to the commercial and military aerospace and ground defense industries in the United States, Israel, and internationally.
Market Cap
$598.4M
Pitch Price
$46.28
Price Target
57.00 (+24%)
Dividend
N/A
EV/EBITDA
20.94
P/E
33.64
EV/Sales
3.17
Sector
Aerospace and Defense
Category
turnaround
TAT Technologies - We Anticipated the Revenue Miss, but Not the Underlying Reason
TATT (holding update): Q4 rev $46.5M (+13.4% YoY), missed est by $1.5M. Not demand issue - Tier 1 Honeywell APU supplier ERP migration created certified-parts bottleneck. Backlog hit record $550M (+$121M YoY), mostly new contracts. 8 quarters of growth+margin expansion, 14.8% adj EBITDA margin. $51.3M cash vs $11.7M debt. HON aerospace spin-off (H2 2026) could extend supply friction. Maintaining position, PT $57 (vs consensus $60) on supply chain duration risk.
Read full article (6 min)