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TAT Technologies reports record backlog, strong Q2 amid Honeywell expansion

Aug 5, 2026, 7:17 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Backlog record, expanded Honeywell relationship, and APU platform coverage imply higher forward-looking profitability and more predictable revenue, which historically supports multiple expansion for niche aerospace suppliers with industrial OEM backing.

AI summary

What happened, with direct paths to the underlying reporting

TAT Technologies posted record momentum in Q2 2026, with revenue of $52.9M, up 22.8% YoY and backlog reaching $615M. Gross margin rose to 25.2% and adjusted EBITDA to $7.4M. A key driver was expanded collaboration with Honeywell Aerospace, including sole distributor status for 331-200 APU parts and a license extension through 2036, plus APU leasing expansion, signaling multi-year revenue visibility and favorable profitability trajectory.

Q2 2026 revenue $52.9M, up 22.8% YoY; backlog $615M as of 6/30/2026.
H1 2026 revenue $94.1M, +10.4% YoY; gross margin 25.2%.
Honeywell exclusive distributor of 331-200 APU parts; MRO license extended through 2036; 3 APUs acquired.
Backlog and long-term agreements provide multi-year revenue visibility at record levels.
Honeywell relationship expands APU aftermarket coverage, supporting long-term profitable growth.

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