Added to YB: 2025-11-13
Pitch date: 2025-11-12
MPTI [bullish]
M-tron Industries, Inc.
+51.43%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
M-tron Industries, Inc. designs, manufactures, and markets frequency and spectrum control products to control the frequency and timing of signals in electronic circuits in the United States and internationally.
Market Cap
$334.9M
Pitch Price
$51.90
Price Target
72.00 (-6%)
Dividend
N/A
EV/EBITDA
22.69
P/E
28.52
EV/Sales
5.02
Sector
Electronic Equipment, Instruments and Components
Category
growth
An Overlooked Supplier Set to Benefit from the Aerospace Supercycle
MPTI: U.S. aerospace & defense electronics supplier w/ precision timing/signal control tech in radar, satellites, aircraft. 70+ long-term customers (Boeing/Airbus use 15-17 parts/plane). Record $61.2M backlog (+35% YoY). 45% gross margin, 23% EBITDA margin, 26% ROIC vs peers' 5.3%. $52M TTM rev (+15% CAGR), 15% annual EPS growth expected. Vertical integration drives quality & cost edge. Space, defense & aerospace supercycle tailwinds. Near-term tariff/mix pressure manageable. 1Y PT $72 (31% up), 5Y PT $125 (128% up) at 12.5x EV/EBITDA.
Read full article (14 min)