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High materiality8/10

TAT Technologies reports record Q3 with strong backlog and Honeywell growth potential

Nov 2, 2026, 7:21 AM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong quarterly beat potential, rising EBITDA margins, and a sizable backlog underpin a favorable re-rating. Expansion with Honeywell could unlock additional programs, supporting revenue growth beyond the near term. The main risk is potential execution of inventory build trading off near-term cash flow, but long-term visibility remains positive.

AI summary

What happened, with direct paths to the underlying reporting

TAT Technologies posted a record Q3 with revenue of $55.6 million and adjusted EBITDA of $10.9 million (19.6% margin). Nine-month revenue reached $149.6 million, with gross margin at 30.9% and net income of $7.68 million in the quarter. Backlog stands at about $577 million, underpinned by an expanded Honeywell relationship and ramping inventory to support long-term agreements, signaling continued profitability and growth into 2027.

Q3 2026 revenue $55.6M; +20.2% YoY; adjusted EBITDA $10.9M.
Nine-month revenue $149.6M; gross profit $40.54M; gross margin 30.9%.
Backlog ~$577M; Honeywell relationship expanding opportunities.
Net income Q3 $7.68M; diluted EPS $0.58; CFO $3.77M for Q3.
Inventory build to support long-term agreements; ramp profile underpinning outlook.

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