ATRO
Astronics Corporation52.19
-0.12-0.23%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Margins sustainable; power growth beckons
Q&A largely reaffirms prepared remarks on Q4's record results and 2026's $950M-$990M revenue outlook, but surfaces nuance on margin sustainability amid higher volumes. Management targets 19-20% EBITDA in coming quarters, with pricing repricing 70-80% complete and broad Aerospace drivers beyond Q4's spares surge. Army radio test turn-on now slips to Q2, downplaying its guidance swing. Flight-critical power—10% of sales—excites with eVTOL, drone pursuits. Pricing nearly locked in. OEM rates conservatively baked in. Watch execution on emerging programs.
Key Stats
Market Cap
1.86BP/E (TTM)
-Basic EPS (TTM)
-0.09Dividend Yield
0%Recent Filings
10-K
FY2025 results
Astronics posted FY2025 sales of $862M, up 8.4% y/y, with Aerospace surging 12.8% to $797M on 14.2% commercial transport growth and 32.1% military gains, while Test Systems dropped 27.0% to $65M from radio program timing and $8.3M mass transit revisions. Aerospace margins leaped to 14.2% from 8.8% via volume leverage and efficiencies, despite $6.3M simplification charges; operating profit hit $113M. Backlog swelled 12.6% to $675M. Q4 accelerated with $240M sales. Debt stands at $343M post-refinancing, cash flow $75M. Boeing remains ~10% of sales. Yet supply chain snarls linger.
8-K
Q4 sales soar 15%
8-K
Q4 EBITDA margin ≥18%
Astronics released preliminary Q4 2025 results on February 5, showing $239.5M revenue and adjusted EBITDA margin of at least 18%, boosted by favorable mix. Full-year revenue hit $861.5M with minimum 15% margin; bookings reached $924M. Company holds 2026 revenue guidance at $950M-$990M. Results may change post-audit.
8-K
Q4 revenue $795M; 2026 $950M-$990M
8-K
Q4 revenue beats; 2026 guidance up
Astronics reported preliminary Q4 2025 revenue of $236M-$239M, beating guidance with 14% growth at midpoint over prior year. Full-year 2025 hit ~$860M, up 8%; bookings reached $257M in Q4, $924M annually. 2026 guidance: $950M-$990M, up 10-15%. Momentum builds on backlog strength, yet results remain preliminary pending audit.
IPO
Website
Employees
Sector
Industry
AIRO
AIRO Group Holdings, Inc.
7.69-0.27
AVAV
AeroVironment, Inc.
234.65-0.67
CW
Curtiss-Wright Corporation
543.95-3.41
EADSF
Airbus SE
226.00-2.60
ESLT
Elbit Systems Ltd.
523.08+9.81
LMT
Lockheed Martin Corporation
477.06-7.36
NOC
Northrop Grumman Corporation
568.72-7.07
RTX
RTX Corporation
179.93-2.18
TIKK
Tel-Instrument Electronics Corp
1.50+0.00
TXT
Textron Inc.
86.33-1.61