Added to YB: 2026-06-03
Pitch date: 2026-06-01
ELMT [bullish]
The Elmet Group Co.
+9.52%
current return
Author Info
No bio for this author
Company Info
The Elmet Group Co. manufactures and sells precision-engineered components and high-energy systems for the aerospace, defense and government, industrial, medical, semiconductor and electronics, and energy industries.
Market Cap
N/A
Pitch Price
$20.17
Price Target
21.00
Dividend
N/A
EV/EBITDA
N/A
P/E
2.43
EV/Sales
N/A
Sector
Machinery
Category
value
Small-Cap Deep Research Report: The Elmet Group Co. (NASDAQ: $ELMT)
ELMT: Sole U.S.-integrated maker of refractory metals (tungsten, moly) & high-power RF for ~100 defense programs (LMT, Raytheon, TDY) + fusion/semis. Q1'26 rev +20.7% to $56M, adj EBITDA +106%, backlog +52% YoY to $113.3M. FY26 NDAA bans Chinese supply = sole-source tailwind. $69.5M pro-forma net cash, 13.6x EV/EBITDA, 1.8x rev. GAAP loss masked by S-to-C-corp tax noise. Analyst consensus PT $20.50 (~30-36% upside).
Read full article (11 min)