Added to YB: 2026-08-27
Pitch date: 2026-08-25
MPTI [bullish]
M-tron Industries, Inc.
-0.66%
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
$343.5M
Pitch Price
$79.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.79
P/E
31.14
EV/Sales
4.24
Sector
Electronic Equipment, Instruments and Components
Category
growth
Weekly #18: Most Interesting D-Sheets from the Past Week (Aug 18 – Aug 24, 2026) - MPTI — M-tron Industries, Inc. - Strong Signal
MPTI (quick overview): Defense RF components (counter-drone, EW, missile guidance, tactical radios); demand exceeds capacity. Q2'26: rev +13.8% to $15.1M, adj EBITDA +40.6% to $3.4M, backlog +37.2% to $84M (~5.6 qtrs). >50% of 2027 production booked; book-to-bill >1.0 three straight qtrs. New products (~$200K in 2025) drove ~$12M of 2026-27 orders in two qtrs. Fortress B/S post rights offering: ~$96.2M cash vs $7.2M liabilities, earmarked for capacity/M&A (hoped-for 2026 deal). Mgmt sees accel through 2027, larger defense step-up from 2028; first expanded-program orders ~Q1'27. Mkt cap ~$347M. Risks: capacity caps near-term shipments; margin compression (tariffs ~1.1pt; H2 GM 41.5-43.5%); rights offering dilution.
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