Innovative Solutions & Support Inc. (ISSC)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Innovative Solutions and Support Gains Soared 90%; Why It's Not Too Late To Buy
Innovative Solutions and Support is rated a strong buy due to significant growth opportunities from acquired Honeywell product lines and undervaluation. ISSC faces transient margin pressures from integration and duplicate costs, but expects margin improvement as F-16 program integration completes and contracts are repriced. Q3 results showed 105% sales growth driven by the F-16 line, with gross margins temporarily contracting but operating margins poised for recovery.
Innovative Solutions And Support: A Rising Aerospace Player Navigating Recent Turbulence
Innovative Solutions and Support (ISSC) offers strong long-term value via sticky OEM contracts and recent F-16 platform acquisition, despite a recent share price decline. ISSC's recent production expansion, robust revenue/EBITDA growth, and resilient business model position it for continued growth and potential upside. The market appears to have overreacted to short-term margin and revenue disruptions tied to F-16 integration, creating a compelling mispricing opportunity.
Innovative Solutions and Support, Inc. (ISSC) Q3 2025 Earnings Call Transcript
Innovative Solutions and Support, Inc. (NASDAQ:ISSC ) Q3 2025 Earnings Conference Call August 14, 2025 10:00 AM ET Company Participants Jeffrey DiGiovanni - Chief Financial Officer Shahram Askarpour - President, CEO & Director Conference Call Participants Gowshihan Sriharan - Singular Research, LLC Jeffrey Wallin Van Sinderen - B. Riley Securities, Inc., Research Division Paul Bartolai - Vallum Advisors Operator Good day, and welcome to the Innovative Solutions & Support Third Quarter Fiscal 2025 Financial Results Conference Call.
Innovative Solutions and Support: Enjoying Multiple Tailwinds
Innovative Solutions and Support is capitalizing on aircraft modernization, FAA mandates, and global military spending to drive rapid revenue and backlog growth. The Honeywell acquisition expanded ISSC's product lines and customer base, especially in military aviation, fueling significant business momentum. ISSC's strong margins, vertical integration, and regulatory moat provide competitive advantages, but risks include cyclicality, customer concentration, and industry scrutiny.
Innovative Solutions And Support: There's Still Upside In The Current Price
ISSC delivered a massive Q2 earnings beat, with sales up 104% and EPS up over 300%, driven by Honeywell integration and military growth. The military segment, especially the F-16 program, now accounts for 40% of sales and is expected to be a key growth driver moving forward. Despite a 30%+ stock jump, I see further upside, projecting 2025 EPS of $0.60 and a potential 25% share price increase from here.
Innovative Solutions and Support, Inc. (ISSC) Q2 2025 Earnings Call Transcript
Innovative Solutions and Support, Inc. (NASDAQ:ISSC ) Q2 2025 Earnings Conference Call May 15, 2025 9:00 AM ET Company Participants Paul Bartolai - Head, Investor Relations Shahram Askarpour - Chief Executive Officer Jeff DiGiovanni - Chief Financial Officer Conference Call Participants Gowshi Sri - Singular Research Doug Ruth - Lenox Financial Services Andrew Rem - Odinson Partners Operator Good day, and welcome to the Innovative Solutions and Support Second Quarter 2025 Results Conference Call and Webcast. All participants will be in the listen-only mode.
Innovative Solutions and Support: Short-Term Noise Offers An Investment Opportunity
Innovative Solutions and Support develops and manufactures aircraft systems and products for improved efficiency, safety, and performance. The recent acquisition of Honeywell product lines has resulted in high sales growth and a negative impact on margins. Margins should stabilize over the long term, and guidance for FY2025 suggests this will be the case.
Innovative Solutions And Support, Inc. Looks Interesting For Long Term Investors
ISSC is shifting focus to military markets, potentially benefiting from Trump Administration's shifting defense and national security priorities. The company is working on gaining compliance to become Tier 1 defense supplier, reporting 70% YoY growth and a significant backlog increase, driven by new military programs. ISSC is expanding its Exton, PA facility to triple production capacity, aligning with reshoring initiatives despite temporary duplicative costs.
Innovative Solutions and Support, Inc. (ISSC) Q1 2025 Earnings Call Transcript
Innovative Solutions and Support, Inc. (NASDAQ:ISSC ) Q1 2025 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Paul Bartolai - Investor Relations Shahram Askarpour - Chief Executive Officer Jeff DiGiovanni - Chief Financial Officer Conference Call Participants Gowshi Sri - Singular Research Doug Ruth - Lenox Financial Services Andrew Rem - Odinson Partners Operator Good day, and welcome to the Innovative Solutions and Support First Quarter 2025 Results Conference Call and Webcast. All participants will be in listen-only mode.
Innovative Solutions and Support, Inc. (ISSC) Q4 2024 Earnings Call Transcript
Innovative Solutions and Support, Inc. (NASDAQ:ISSC ) Q4 2024 Earnings Conference Call December 19, 2024 5:00 PM ET Company Participants Paul Bartolai - IR Shahram Askarpour - CEO Jeff DiGiovanni - CFO Conference Call Participants Andrew Rem - Odinson Partners Doug Ruth - Lenox Financial Services Gowshi Sri - Singular Research Operator Good evening. And welcome to the Innovative Solutions & Support's Fourth Quarter Fiscal 2024 Financial Results Conference Call.
Innovative Solution And Support Stock: Growth And Margin Expansion Potential
Innovative Solutions and Support, Inc. stock outperformed the market with a 10.8% gain compared to the S&P 500's 6.1% gain. Third quarter revenues grew by 48%, with margins needing to be rebuilt for the Honeywell product line. The stock remains a buy with a 56% upside potential and a price target of $10.95, reflecting massive potential for growth.
Innovative Solutions and Support, Inc. (ISSC) Q3 2024 Earnings Call Transcript
Innovative Solutions and Support, Inc. (NASDAQ:ISSC ) Q3 2024 Earnings Conference Call August 9, 2024 9:00 AM ET Company Participants Paul Bartolai - Partner at Vallum Advisors Shahram Askarpour - Chief Executive Officer Jeff DiGiovanni - Chief Financial Officer Conference Call Participants Sergey Golunov - Freedom Broker Doug Ruth - Lenox Financial Services Andrew Rem - Odinson Partners Gowshihan Sriharan - Singular Research Operator Good day and welcome to the Innovative Solutions & Supports Third Quarter Fiscal Year 2024 Financial Results Conference Call. All participants will be in listen-only mode.
