Added to YB: 2025-12-02
Pitch date: 2025-11-28
KTCC [bullish]
Key Tronic Corporation
-0.39%
current return
Author Info
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Company Info
Key Tronic Corporation, together with its subsidiaries, provides contract manufacturing services for original equipment manufacturers in the United States and internationally.
Market Cap
$28.2M
Pitch Price
$2.55
Price Target
10.55 (+315%)
Dividend
N/A
EV/EBITDA
14.36
P/E
-2.39
EV/Sales
0.36
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
A Potential Takeover-Target and Well-Positioned for Re-Shoring at 0.27x TB After Setbacks - Key Tronic Corporation
KTCC: US contract manufacturer at 0.27x P/TB ($2.72), dismissed after -55% drop. Weak Q1 sales down 25% q/q to $98.8M, -0.6% op margin. Reshoring story intact w/ US/Vietnam capacity expansion. Fragile balance sheet (91% net gearing, $21M credit capacity). Bull case: break-even FY26 = $6.82 target (150% upside) or reshoring winner = $10.55 (288% upside). Potential acquisition target.
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