Added to YB: 2026-07-30
Pitch date: 2026-07-27
CVU [bullish]
CPI Aerostructures, Inc.
-1.65%
current return
Author Info
No bio for this author
Company Info
CPI Aerostructures, Inc. engages in the contract production of structural aircraft assemblies for fixed wing aircraft and helicopters in the commercial and defense markets.
Market Cap
$66.0M
Pitch Price
$4.86
Price Target
8.50 (+70%)
Dividend
N/A
EV/EBITDA
16.56
P/E
41.50
EV/Sales
1.31
Sector
Aerospace and Defense
Category
turnaround
Leftovers from the Last Supper ($CVU)
CVU: One of ~4-5 US-listed NADCAP-certified titanium aerostructure welders amid industrial scarcity. Post-turnaround: GM ex-A10 up 10.7%→21.6%, 7yr backlog ($495M), near-zero capex, $19.6M DTA. ~1x rev, 11.8x→6.7x EBITDA FY28 as net debt falls 2.7x→<1x. ~16%/yr base, 25% downside. Free option on A-10 revival. Risks: $1M cash, FCF-neg, fixed-price no pass-through, 80% rev from 4 customers, unclosed material weakness. Benchmark Buy $8.50 (+85%).
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