Benchmark maintains Buy on TAT Technologies, $30 target

Published 27/03/2025, 14:40
Benchmark maintains Buy on TAT Technologies, $30 target

Thursday

Benchmark analysts have maintained their Buy rating and $30.00 price target for TAT Technologies (NASDAQ:TATT), following the company’s financial performance for fiscal year 2024. TAT Technologies exceeded Benchmark’s projections for the fiscal year, delivering both higher revenues and adjusted EBITDA. The company reported annual revenues of $152 million, marking a 34% increase year-over-year, surpassing the analysts’ estimate of $149 million. The fourth quarter alone contributed $41 million to the total, again exceeding the $38 million anticipated by Benchmark. InvestingPro has identified 12 additional investment tips for TATT, including expectations for continued sales growth and profitability this year.

The adjusted EBITDA for the year stood at $18.6 million, a significant 67% increase from the previous year, and slightly above the $18.1 million forecast. The final quarter’s adjusted EBITDA was $5.4 million, compared to the $4.9 million estimate. Despite a full-year cash flow of negative $5.8 million, which was below the predicted negative $4.4 million, TAT Technologies continued to strategically invest in inventory and rotatable parts amid ongoing supply chain uncertainties. The company maintains a healthy financial position with a current ratio of 3.04 and operates with moderate debt levels.

TAT Technologies’ strategic investments are expected to drive incremental growth in fiscal year 2025, as the company prepares to capitalize on its strengthened position in areas affected by supply chain instability. This proactive approach to inventory management is aimed at ensuring the company can meet demand and maintain its growth trajectory.

New orders totaling $47 million during the fiscal year pushed the company’s backlog to a record high of $429 million, a slight increase from $423 million in the previous quarter. This growing backlog signifies a robust demand for TAT Technologies’ offerings and suggests a positive outlook for the company’s future revenue streams.

In other recent news, TAT Technologies reported strong financial results for the fourth quarter of 2024, with earnings per share reaching $0.29 and revenue totaling $38 million. For the full year, the company achieved a 34% increase in revenue, amounting to $152.1 million, and net income surged by 139% to $11.2 million. The company’s gross margin improved to 21.7% from 19.7% in the previous year, and earnings per share for the year rose by 95% to $1.00. TAT Technologies is focusing on strategic investments in inventory to support future growth, despite facing supply chain challenges. The company has set a goal to achieve an EBITDA margin above 15% and anticipates growth across all segments, particularly in the Auxiliary Power Unit (APU) sector. Analysts have shown confidence in the company’s growth prospects, and the market reacted positively to the earnings report. The company is also preparing for a peak in the landing gear cycle between 2026 and 2028, aiming to enhance profitability over top-line growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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