Added to YB: 2026-07-22
Pitch date: 2026-05-13
MPTI [bullish]
M-tron Industries, Inc.
+10.6%
current return
Author Info
No bio for this author
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
$328.2M
Pitch Price
$71.73
Price Target
110.00 (+44%)
Dividend
N/A
EV/EBITDA
22.16
P/E
27.95
EV/Sales
4.90
Sector
Electronic Equipment, Instruments and Components
Category
growth
M-tron Industries, Inc. - $MPTI
MPTI: Sole-source supplier of frequency control/RF filters on 40+ missile/radar programs (PAC-3, THAAD, SM-3, Tomahawk, AMRAAM). Operation Epic Fury depleted 86% of GCC Patriot stocks, triggering multi-year 2-4x restocking cycle; backlog +62% YoY. Sell-side FY26 comically low. $3-8k content/PAC-3. Base $100 (+35%, 19.6x '28 EBITDA), bull $110, bear $60. Risks: 37% customer concentration (RTX), CEO comp tied to EV growth, missile deprioritization.
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