TAT Technologies Ltd. (TATT) SEC Filings & Earnings Calls
EquiReason read 21 TAT Technologies Ltd. SEC filings in the last 12 months. Latest: 6-K on 2026-09-09 — TAT Technologies reports results of Annual General Meeting; all proposals approved by shareholders; no material financial or operational changes..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 411.4M
- P/E TTM
- 19.9
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 17 Nov, in 24 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
5 Aug 20266-KTAT Technologies reports record Q2 2026: revenue $52.9M (+22.8% YoY), net income $8.1M (EPS $0.61), backlog $615M.open
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $53M | +23% y/y |
| Gross Profit · Q2-2026 | $13M | +23% y/y |
| Operating Income · Q2-2026 | $6M | +27% y/y |
| Net Income · Q2-2026 | $8M | +138% y/y |
| Adjusted EBITDA · Q2-2026 | $7M | +23% y/y |
| Backlog and Long-Term Agreements · Q2-2026 | $615M | |
| Diluted EPS · Q2-2026 | $0.61 | +103% y/y |
Risks flagged
Supply chain conditions have not fully normalized, posing risk to future revenue conversion.
“CEO states 'supply chain conditions have not fully normalized' and company remains focused on securing components.”
Cash flow from operations was negative in Q2 2026 (-$0.6M) vs positive $6.9M in prior year, indicating working capital pressure.
“Cash flow used in operations for the second quarter was $(0.6) million compared to $6.9 million provided by operations in Q2 2025.” · word for word
14 Jul 20266-KTAT Technologies expands relationship with Honeywell Aerospace: becomes sole authorized distributor of GTCP 331-200/250 APU spare parts globally (ex-Africa) and extends MRO licenses until 2036; also acquires three 131-9A APUs for trading/leopen
Risks flagged
Exclusion of Africa prior to 2030 and direct distribution to non-aftermarket OEMs may limit scope.
“Excluding Africa prior to 2030 and excluding direct distribution to non-aftermarket original equipment manufacturers (OEMs).” · word for word
3 Jun 20266-KTAT Technologies secured $45M in long-term MRO contracts (APU and heat exchangers) with international airlines, plus a $4M gain from minority interest sale.open
Figures in the filing · each found in the filing text
| estimated aggregate revenue · Q2-2026 | $45M | |
| one-time pre-tax gain · Q2-2026 | $4M |
Risks flagged
Contract execution risk and potential cancellations.
“timing and amount or cancellation of orders, LTAs and backlog” · word for word
20 May 20266-KQ1 2026 revenue slightly decreased 2.4% YoY to $41.1M due to OEM supply chain disruptions; backlog grew to ~$580M. Adjusted EBITDA margin declined to 11.8% from 13.6%.open
Figures in the filing · each found in the filing text
| Revenues · Q1-2026 | $41M | -2% y/y |
| Gross profit · Q1-2026 | $10M | 0% y/y |
| Gross margin · Q1-2026 | 24.4% | |
| Operating income · Q1-2026 | $3M | -29% y/y |
| Net income · Q1-2026 | $3M | -11% y/y |
| Adjusted EBITDA · Q1-2026 | $5M | -14% y/y |
| Operating cash flow · Q1-2026 | $2M | |
| Backlog and long-term agreements · Q1-2026 | $580M |
Guidance
Expect growth to resume in Q2 and H2 2026
Management reaffirms growth trajectory subject to supply chain resolution; record backlog provides strong revenue expectations.
Risks flagged
Supply chain disruptions from OEM suppliers causing delivery delays and revenue shortfall.
“component part shortages and delayed deliveries from certain OEM suppliers ... these disruptions were triggered by certain OEM suppliers, leading to delays in finish goods and deliveries” · word for word
18 Mar 202620-FTAT Technologies reported strong annual results with 17% revenue growth and 310 bps gross margin expansion.earningsopen
Figures in the filing · each found in the filing text
| Total Revenues · FY2025 | $178M | +17% y/y |
| Gross Profit · FY2025 | $44M | +34% y/y |
| Operating Income · FY2025 | $19M | +51% y/y |
| Net Income · FY2025 | $17M | +51% y/y |
| Revenue - OEM of heat transfer solutions and aviation components · OEM of heat transfer solutions and aviation components · FY2025 | $41M | +14% y/y |
| Revenue - MRO services for heat transfer components and OEM of heat transfer solutions · MRO services for heat transfer components and OEM of heat transfer solutions · FY2025 | $44M | +1% y/y |
| Revenue - MRO services for aviation components · MRO services for aviation components · FY2025 | $85M | +26% y/y |
| Revenue - Overhaul and coating of jet engine components · Overhaul and coating of jet engine components · FY2025 | $9M | +23% y/y |
| Gross Margin · FY2025 | 24.8% | |
| Operating Margin · FY2025 | 10.6% |
Risks flagged
Export Control Risk
“The Israeli Ministry of Defense and Ministry of Economy may change the classification of our existing commercial products... which would impose stringent constraints on our sales process.” · word for word
Supplier Concentration
“Some of these suppliers are currently the sole source of one or more components upon which TAT and its subsidiaries are dependent.” · word for word
Cyclical Aerospace Demand
“The commercial airline industry is cyclical and has historically been subject to fluctuations due to general economic and political conditions.” · word for word
18 Mar 20266-KFY2025 record revenue of $178M (+17% YoY), net income $16.8M (+50.6%), Adjusted EBITDA $25.5M (+36.7%). Backlog grew to ~$550M from $429M. All key metrics improved.open
Figures in the filing · each found in the filing text
| Revenues · FY2025 | $178M | +17% y/y |
| Gross profit · FY2025 | $44M | +34% y/y |
| Gross margin · FY2025 | 24.8% | |
| Operating income · FY2025 | $19M | +51% y/y |
| Net income · FY2025 | $17M | +51% y/y |
| Adjusted EBITDA · FY2025 | $26M | +37% y/y |
| Operating cash flow · FY2025 | $15M | |
| Backlog and long-term agreements · FY2025 | $550M | +28% y/y |
Guidance
Backlog $550M provides strong revenue visibility for continued growth through 2026
Record results and backlog support continued growth; management expresses confidence in 2026 trajectory.
Risks flagged
Potential supply chain disruptions could impact future growth.
“component part shortages and delayed deliveries from certain OEM suppliers (from Q1 2026 filing)”
11 Mar 20266-KTAT secured $36M APU MRO contract with a leading global cargo carrier, including extension of existing 331-200/250 contract and new 331-500 award.open
Figures in the filing · each found in the filing text
| estimated contract value · APU MRO · Q1-2026 | $36M |
Risks flagged
Contract execution risk and potential cancellations.
“forward-looking statements ... subject to risks and uncertainties”
20 Jan 20266-KTAT secured a three-year, $14M landing gear MRO contract with a U.S. commercial airline for Embraer E-170/5 aircraft, with option to extend to $19M.open
Figures in the filing · each found in the filing text
| contract value · Landing Gear MRO · Q1-2026 | $14M |
Risks flagged
Contract execution risk and potential cancellations.
“forward-looking statements ... subject to risks and uncertainties”
14 Nov 20256-KDirector Aviram Halevi concluded his term after three years as external director; company thanks him for service.open
Risks flagged
Minimal risk; routine board rotation for a foreign private issuer.
“No financial or operational impact disclosed.”
12 Nov 20256-KRevenue +14.3%, net income +69%, adjusted EBITDA +34.4%, gross margin +410bps, strong cash flow, balance sheet with $47M cash.open
Figures in the filing · each found in the filing text
| Revenues · Q3-2025 | $46M | +14% y/y |
| Gross profit · Q3-2025 | $12M | +37% y/y |
| Gross margin · Q3-2025 | 25.1% | |
| Operating Income · Q3-2025 | $5M | +53% y/y |
| Net Income · Q3-2025 | $5M | +69% y/y |
| Adjusted EBITDA · Q3-2025 | $7M | +34% y/y |
| Cash flow from operations · Q3-2025 | $8M |
Guidance
Confident in sustaining growth and margin expansion through 2026
CEO expresses confidence in sustaining growth and driving continued margin expansion through 2026 and beyond.
TAT Technologies Ltd. — questions
- What did TAT Technologies Ltd. file recently?
- 21 SEC filings in the last 12 months. Latest: 6-K on 2026-09-09 — TAT Technologies reports results of Annual General Meeting; all proposals approved by shareholders; no material financial or operational changes.
Every figure on this page comes from TAT Technologies Ltd.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.