Summary
M-tron Industries Eyes 2028 Defense Boom as Missile, Radar Demand Builds
M-tron Industries NYSEAMERICAN: MPTI said its defense, commercial aviation and RF technology businesses are positioned for continued growth, supported by demand for precision-guided munitions, radar, electronic warfare and aircraft production.
M-Tron Industries: Expanding Pipeline Supports Growth
M-tron Industries is rated BUY, supported by robust order backlog, strong defense demand, and a 19% EV/EBITDA discount to peers. The Company's 2Q26 revenue grew 14% YoY, with a 37% YoY increase in order backlog to $84 million, providing earnings visibility into 2028. Gross margin was impacted by non-recurring stock-based compensation and tariffs, but management guides for margin normalization and improvement in 2026.
M-tron Industries Q2 Earnings Call Highlights
M-tron Industries NYSEAMERICAN: MPTI reported higher fiscal second-quarter revenue, net income and adjusted EBITDA as demand from aerospace, defense, avionics and space customers supported bookings and backlog growth.
M-tron Industries, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 2 | $180.22 | $174.96 | -$5.26 | -2.92% |
| GN Gina Nelson Next Century Growth Investors LLC | 124,173 | $6.92M | $10.99M | $4.08M | 58.95% |
| JRP Jay R. Petschek Corsair Capital Management LP | 6,568 | $393,239.43 | $581,530.72 | $188,291.29 | 47.88% |
 Joseph Castro Nuveen LLC | 16,715 | $1.27M | $1.43M | $159,341.12 | 12.53% |
 Ellen York T. Rowe Price Investment Management Inc. | 255,506 | $23.02M | $22.62M | -$401,144.42 | -1.74% |
M-tron Industries, Inc. (MPTI) FAQ
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M-tron Industries, Inc. Profile
| Automobile Components Industry | Consumer Discretionary Sector | Cameron Pforr CEO | AMEX Exchange | 55380K109 CUSIP |
| US Country | 249 Employees | - Last Dividend | - Last Split | 3 Oct 2022 IPO Date |
Overview
M-tron Industries, Inc. is a prominent entity in the sphere of frequency and spectrum control products, engaging actively in their design, manufacturing, and marketing operations both within the United States and on a global scale. The company boasts a comprehensive portfolio of subsidiaries through which it offers a variety of specialized services and products to its diverse clientele. Since its establishment in 1965, M-tron Industries has rooted itself firmly in Orlando, Florida, from where it oversees its extensive operations spanning commercial and military aerospace, defense, space, avionics, and other critical industries.
Products and Services
M-tron Industries, Inc. offers a broad range of frequency and spectrum control products tailored to meet the demanding needs of various applications in the aerospace, defense, and other sectors. Here's a closer look at some of their key offerings:
- Radio Frequency, Microwave, and Millimeter Wave Filters: These filters are designed to enable precise signal filtering across different frequency bands, ensuring clear communication and signal integrity in various applications.
- Cavity, Crystal, Ceramic, Lumped Element, and Switched Filters: This array of filters offers customization in signal processing, catering to specific requirements for frequency tuning and signal management in complex electronic systems.
- High Frequency and Performance OCXOs (Oven-Controlled Crystal Oscillators), Integrated PLL OCXOs (Phase-Locked Loop Oven-Controlled Crystal Oscillators), TCXOs (Temperature-Compensated Crystal Oscillators), VCXOs (Voltage-Controlled Crystal Oscillators): These precision timing devices are crucial in ensuring the synchronicity and reliability of electronic systems, particularly in high-stakes applications like aerospace and defense.
- Low Jitter and Harsh Environment Oscillators: Engineered to withstand extreme conditions while maintaining optimal performance, these oscillators are vital for applications where failure is not an option.
- Crystal Resonators: These components provide stable and reliable frequency references for a wide array of electronic devices, from simple consumer electronics to complex military systems.
- Integrated Microwave Assemblies: This service involves the combining of multiple microwave components into a single, compact assembly, simplifying design and enhancing performance in radar and communication systems.
- Solid-State Power Amplifier Products: Offering high efficiency and reliability, these amplifiers are key in boosting signal strength across various applications, ensuring effective broadcasting and communication.
