Logotype for TAT Technologies Ltd

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.
Logotype for TAT Technologies Ltd
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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next TAT Technologies earnings date

Logotype for TAT Technologies Ltd
Q3 202518 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next TAT Technologies earnings date

Logotype for TAT Technologies Ltd
Q3 202518 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage