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.
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. (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.
![]() ISSC 18 Dec 2020 Paid | Other | $0.5 Per Share |
![]() ISSC 14 Sep 2020 Paid | Quarterly | $0.65 Per Share |
![]() ISSC 28 Dec 2012 Paid | Other | $1.5 Per Share |
![]() ISSC 16 Sep 2008 Paid | Other | $1 Per Share |
8 Aug 2025 (In 2 weeks) Date | | 0.16 Cons. EPS | - EPS |
7 Aug 2025 (In 1 week) Date | | 0.14 Cons. EPS | - EPS |
12 May 2025 Date | | 0.12 Cons. EPS | 0.31 EPS |
12 Feb 2025 Date | | - Cons. EPS | 0.04 EPS |
18 Dec 2024 Date | | - Cons. EPS | - EPS |
![]() ISSC 18 Dec 2020 Paid | Other | $0.5 Per Share |
![]() ISSC 14 Sep 2020 Paid | Quarterly | $0.65 Per Share |
![]() ISSC 28 Dec 2012 Paid | Other | $1.5 Per Share |
![]() ISSC 16 Sep 2008 Paid | Other | $1 Per Share |
8 Aug 2025 (In 2 weeks) Date | | 0.16 Cons. EPS | - EPS |
7 Aug 2025 (In 1 week) Date | | 0.14 Cons. EPS | - EPS |
12 May 2025 Date | | 0.12 Cons. EPS | 0.31 EPS |
12 Feb 2025 Date | | - Cons. EPS | 0.04 EPS |
18 Dec 2024 Date | | - Cons. EPS | - EPS |
Aerospace & Defense Industry | Industrials Sector | Shahram Askarpour CEO | NASDAQ (NGS) Exchange | 45769N105 Cusip |
US Country | 133 Employees | 30 Dec 2020 Last Dividend | 8 Jul 2005 Last Split | 4 Aug 2000 IPO Date |
Innovative Solutions and Support, Inc., positioned as a systems integrator, specializes in the design, development, manufacturing, selling, and servicing of advanced flight guidance, autothrottle, and cockpit display systems on a global scale. With its headquarters in Exton, Pennsylvania, and incorporated in 1988, the company caters to a wide range of clients, including commercial air transport carriers, corporate/general aviation companies, the Department of Defense alongside its commercial contractors, various aircraft operators, aircraft modification centers, governmental agencies, foreign militaries, and original equipment manufacturers. By leveraging technology and innovation, Innovative Solutions and Support, Inc. seeks to enhance the functionality, safety, and efficiency of aviation operations worldwide.