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TAT Technologies (TATT) investor relations material
TAT Technologies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary13 Nov, 2025
Executive summary
Achieved double-digit revenue growth of 14% year-over-year in Q3 2025, with all key performance metrics showing improvement and record EBITDA margin, driven by strong demand and operational leverage.
Backlog reached $520M in Q3 2025, supported by long-term agreements and a diversified customer base including major OEMs and airlines.
Strategic diversification and expansion into underserved MRO markets, with a focus on thermal solutions, APU MRO, landing gear MRO, and trading & leasing, have supported consistent growth and profitability.
Added experienced corporate development executives and three new independent directors to strengthen governance and support future growth.
Growth was broad-based, with strong rebounds in APU activity and incremental contributions from landing gear maintenance.
Financial highlights
Q3 2025 revenue rose 14% year-over-year to $46.2 million; nine-month revenue up 18.4% to $131.5 million.
Gross profit for Q3 2025 was $11.6 million (up 37% YoY), with gross margin expanding by 410 basis points to 25.1%.
Operating income reached $5.3 million, up 53% year-over-year; net income was $4.8 million, up 69% year-over-year.
Adjusted EBITDA for Q3 2025 was $6.8 million (up 34% YoY), with a record margin of 14.6%.
Cash flow from operations was $7.5 million for Q3 and $9.4 million for the nine months; ended the quarter with $47.1 million in cash.
Outlook and guidance
Management remains optimistic for 2026, citing a strong backlog, robust opportunity pipeline, and positive market trends in both OEM and MRO.
Aerospace market outlook remains positive, with new aircraft deliveries and MRO demand expected to grow through 2030.
Company targets further market share gains in APU and thermal solutions, leveraging R&D and strategic agreements.
Plans to leverage a strong balance sheet for targeted M&A to accelerate growth and expand capabilities.
Operational efficiency improvements and disciplined expense management are expected to further enhance margins.
Detail Q3 organic growth drivers
Explain 410 bps gross margin expansion
Elaborate on accretive opportunities exploration
Elaborate on M&A strategy for underserved MRO
Detail margin improvement initiatives beyond volume
Explain reduced CapEx and inventory impact on cash
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Next TAT Technologies earnings date
Q4 202525 Mar, 2026
Next TAT Technologies earnings date
Q4 202525 Mar, 2026
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Frequently asked questions
TAT Technologies Ltd. is an Israeli company specializing in the design, development, and manufacture of engineering solutions primarily for the aerospace and defense sectors. The company provides a range of products and services, including heat exchangers, oil coolers, air conditioning systems, and environmental control systems. TAT Technologies is also a prominent provider of Maintenance, Repair, and Overhaul (MRO) services, catering to commercial airlines, air cargo carriers, and defense contractors. Their offerings have both commercial and military applications, with a particular focus on thermal management and power & actuation systems. The company is headquartered in Netanya, Israel, and its shares are listed on the NASDAQ.
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