TAT Technologies remains a Strong Buy, supported by robust APU demand, expanded Honeywell agreements, and a growing $615M backlog. Despite 22.8% Q2 revenue growth, cash flow remains weak due to working capital absorption and delayed collections, making cash conversion a critical watch item. Supply chain constraints, especially in landing gear, and potential shareholder dilution from inorganic growth are key risks to TATT's outlook.
The heavy selling pressure might have exhausted for TAT Technologies (TATT) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
TAT Technologies has rebounded from Q1 supply chain issues, resuming its robust growth trajectory and expanding its Honeywell partnership. I upgraded the company to Strong Buy with a $63.80 target price, reflecting a 60.95% upside from the August 7 close. TAT Technologies' backlog rose to $615 million, EPS CAGR is forecast at 20.3%, and margins are expected to improve with continued industry tailwinds.
TAT Technologies NASDAQ: TATT reported record second-quarter results for 2026 as improving supply-chain conditions helped the aviation aftermarket company convert previously constrained demand into revenue. Management said the company ended June with a record $650 million backlog and long-term agreements, while expanding its relationship with Honeywell Aerospace.
TAT Technologies Ltd. (TATT) Q2 2026 Earnings Call Transcript
TAT Technologies Ltd. (TATT) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.28 per share.
TAT Technologies Ltd. remains a Strong Buy, driven by robust MRO demand and recent $45 million contract wins in APUs and heat exchangers. Supply chain issues, particularly in landing gears, constrained Q1 results, but APUs show signs of recovery heading into H2 2026. TATT stock is fairly valued on 2027 earnings, with a base case price target of $56.67 (24% upside) and peer valuation suggesting up to 48% upside.
TAT Technologies is rated a buy, with robust growth expected despite a Quant system Strong Sell warning. TATT's $580 million backlog and strong demand underpin confidence in sustained top and bottom-line expansion. Recent supply chain disruptions are viewed as short-term, with management expecting resumed growth from Q2 onward.
TAT Technologies Ltd. (TATT) Q1 2026 Earnings Call Transcript
TAT Technologies Ltd. (TATT) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.19 per share.
TAT Technologies (TATT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TAT Technologies remains a strong buy despite a recent 21% pullback and Q4 earnings miss, with a growth story intact. TATT's revenue is 85% commercial aviation and 72% MRO, exposing it to potential softness if GDP growth slows, but MRO work is largely non-deferrable. Full-year 2025 results were robust: 17% revenue growth, 33.6% gross profit growth, and over 50% operating income growth, exceeding prior expectations.