Added to YB: 2026-08-14
Pitch date: 2026-08-11
ATRO [bullish]
Astronics Corporation
+9.96%
current return
Author Info
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Company Info
Astronics Corporation, through its subsidiaries, designs and manufactures products for the aerospace, defense, and electronics industries in the United States, rest of North America, Asia, Europe, South America, and internationally.
Market Cap
$3.8B
Pitch Price
$84.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.26
P/E
47.78
EV/Sales
4.38
Sector
Aerospace and Defense
Category
growth
Long Thesis: Aerospace & Defense Electronics - $ATRO
ATRO: Aerospace/defense electronics play w/ 80%+ share in commercial in-seat power (EmPower). Record $734M backlog, 1.26 book-to-bill, guiding ~$1B rev (14% growth). Aero op margins expanding to 17-18%, EBITDA margin >16%. Sept 2025 refi cut interest 25%. Fair, not cheap at ~18x fwd EV/EBITDA.
Read full article (4 min)