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TAT Technologies (TATT) investor relations material
TAT Technologies Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary12 Aug, 2025
Executive summary
Achieved 18% year-over-year revenue growth in Q2 2025 to $43.1M, with H1 2025 revenue up 21% to $85.2M and all key performance metrics improving.
Gross margin exceeded 25% for the first time, reflecting operational efficiencies and strategic initiatives.
Backlog and long-term agreement value increased by $85M to $524M, driven by new contract wins and customer expansion.
Strengthened financial position through a $45M public offering, increasing flexibility for acquisitions and boosting shareholders' equity to $165.8M.
Strategic focus on thermal solutions, APU MRO, landing gear, and trading & leasing, with a leadership team experienced in global partnerships.
Financial highlights
Q2 2025 revenue: $43.1M (+18% YoY); H1 2025 revenue: $85.2M (+21% YoY).
Q2 gross profit: $10.8M (+36% YoY, 25.1% margin); H1 gross profit: $20.8M (+38% YoY, 24.4% margin).
Q2 operating income: $4.4M (+62% YoY, 10.3% margin); Q2 net income: $3.4M (+32% YoY); Q2 Adjusted EBITDA: $6.1M (+41% YoY, 14% margin).
Generated $6.9M in operating cash flow in Q2, reversing prior year outflows.
Shareholders' equity increased to $165.8M and cash position rose to $43.1M at June 30, 2025.
Outlook and guidance
Management expects continued year-over-year growth and margin expansion through 2026, supported by strong backlog and ramping MRO activity.
Ongoing focus on strategic acquisitions and entry into new OEM markets to expand addressable market and capabilities.
Confident in achieving a 15% EBITDA margin target and anticipate no US tax payments this year, but expect to start paying taxes in Israel by year-end.
Market outlook for aerospace remains positive, with new aircraft deliveries and MRO demand on an upward trend through 2030.
Recent acceleration in MRO intake provides greater visibility and confidence in sustained growth.
What drove the $85M increase in LTA and backlog?
Explore strategic opportunities to enhance growth.
Explain the slowdowns in MRO activity.
Discuss MRO acceleration; specific markets?
Detail cash flow drivers and working capital outlook.
M&A targets beyond APUs, landing gear, thermal?
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Next TAT Technologies earnings date
Q3 202518 Nov, 2025
Next TAT Technologies earnings date
Q3 202518 Nov, 2025
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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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