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TAT Technologies reports record backlog, expands Honeywell APU partnership

Aug 5, 2026, 7:18 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Backlog near a record level combined with a strategic Honeywell APU expansion could drive multi-year revenue visibility and potential valuation rerating as aftermarket services scale.

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What happened, with direct paths to the underlying reporting

TAT Technologies reported record backlog of roughly $615 million as of June 30, 2026, alongside a 22.8% YoY revenue rise to $52.9 million in Q2 and a 10.4% lift for the first half. The company expanded its Honeywell Aerospace relationship, becoming the sole distributor for 331-200 APU spare parts and extending its MRO license through 2036, with three APUs added to its leasing fleet. Together, these factors suggest stronger aftermarket growth, improved revenue visibility, and potential multiple expansion over the next 6–12 months.

Q2 revenue $52.9M, up 22.8% YoY. H1 revenue $94.1M, up 10.4%.
Backlog and long-term agreements reach $615M as of 6/30/2026.
Honeywell APU deal: exclusive distributor for 331-200 APUs. MRO license to 2036.
Q2 net income $8.1M; EPS $0.61; $4.3M one-time minority interest gain.

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