Added to YB: 2025-11-06
Pitch date: 2025-11-03
ISSC [bullish]
Innovative Aerosystems, Inc.
+23.73%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
Innovative Aerosystems, Inc., engages in the engineering, manufacturing, and supply of advanced avionic solutions.
Market Cap
$150.6M
Pitch Price
$9.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.44
P/E
12.94
EV/Sales
2.24
Sector
Aerospace and Defense
Category
growth
October Writeup: +42% YTD | Buy: Innovative Aerosystems, Inc.
ISSC: $160M aerospace co executing well despite stock decline. Transitioned from displays to autothrottle systems to F-16 OEM work w/ LMT. Took over Honeywell's F-16 business - ~$700K rev/plane, 18 F-16s in 2025 ($12.6M vs $11.6M Q4). Gross margins expanding from 25% to 45% by 2026 as initial inventory clears.
Read full article (3 min)