ISSC
Innovative Solutions and Support
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I wish I can post my trades for tomorrow but community rules won’t allow it, so I am average down four stocks that I own by adding more. ODFL, ISSC,VITL,SLGN.
Depends on the company, some of the smaller names have been fine. ISSC is up 7% on the 1M. OPXS is up 20%. TTMI is up 12%.
Lol I thought that too, I'm hesitant to go in on either after last time RCAT went to 12 then sat at 8 for weeks. I don't know much about USAR. I do think ISSC might be a good play with the US flirting with war and it being at what looks like the end of its post-flat earnings dip.
RDW is hot. There is a nice gap waiting to filled around 13$ (currently 9.7$ in premarket) + ISSC seems robustly changed declining trend. Gap can be filled around 20$ (currently 12.34$)
There are basically 2 core ways, in my opinion: 1: Look at the obvious stuff that EVERYONE ELSE is looking at, and wait for the market to give you an opportunity. Example: Google basically all year until August. Had you simply ignored the bears and did some research you’d see the clear and unmistakable value. If you ONLY bought Google after liberation day, and kept buying every dip…you easily beat the market this year. 2: You gotta look where nowhere else is looking, find the value, and keep buying and wait for the market to recognize what you see. Example: Atari being up 50% in the final year of what will be a CLEARLY successful turn around. Mueller Industries being up line 30% - 40% this year since April with over a billion dollars of net cash on the balance sheet, debt free. Digital Ocean since April. Gitlab getting into gear. ISSC was a big winner for me this year. Lumen Technologies in a turnaround could be huge. Looking at KFS changing their operating model in 2017 and now starting to reap the rewards. Very interesting niche play in SMB Service roll ups. There is value everywhere (some traditional “value” and others what I call “deep value”). What are the common denominators? 1: You HAVE to understand the “why” behind your thesis. WHY are you making the bet? 2: Regardless of option 1 (wait for the market to give you an opportunity to buy) or option 2 ( wait for the market to recognize what you see)….you have to be patient.
$ISSC seems to changed the trend after touching 200d MA.
CECO and NWPX are similar names to PRIM/AGX that I wish I stayed in. After the DeepSeek debacle I cut out some redundant names in the portfolio, so I forgot about them until recently. Maybe on a pullback. Thanks for the new name! I'm in the med-devices space right now, so it looks pretty interesting. I'll try to read about it over the weekend. Also, are you still big on the Aerospace names? I'm holding quite a few, but I was curious about ISSC since I'm pretty sure we both own(ed) that. I got back in at the lows in April, so I have a lot of breathing room. But there's a SeekingAlpha user, beach\_trader, that I like to drop-in on (they've made some good calls). There's a good back-and-forth conversation about recent earnings here: https://seekingalpha. com/news/4485363-innovative-solutions-and-support-gaap-eps-of-0\_14-revenue-of-24\_1m#scroll\_comments
These are penny stocks ; not pump and dumps biotech lol. ISSC is a little higher than a penny stock I guess .
It’s a good day to buy ISSC today!
ISSC - this looks like it could shoot back up pretty quick. Profitable company with higher earnings than normal. It dropped 30% because they said their customer (honeywell) wanted their equipment sooner and they had to spend extra money to get it done fast. But they are still expecting to grow earnings and revenue. I’ll definitely be watching this close the next couple days
ISSC -25% premarket. It’s a name that’s been on my watchlist. Will have to take a further look at this one today
$ISSC earnings Thursday AM Expecting 20% rip up
$ISSC for earnings Thursday am
FINV, ISSC those are the ones I'm loading up.
Man I been mention ISSC earnings for a week but apparently people aren’t interested see you Thursday
To me, both their fundamentals and stories make sense, so it's not the worst thing to in the world to possibly buy more. Both are kind of separate stories, with ISSC is seeing the growth in military and honeywell product line they bought vs TATT is just more just pure aerospace play on the EOM and MRO stuff.
Ok cool. I have about 15% in ISSC, TATT and the microcap one. Thinking if i should increase the allocation.
After the success with ISSC, I kept staring at TATT these last few weeks asking "should I get more??" I didn't go super heavy with my allocation or anything, but I have a sizable position that I'm happy with. Glad I'm holding my position.
God ISSC is the trade Im most proud of as someone trying to improve and learn trading on fundamentals. After the nasty sell off, read through the ER and listened to the CC transcript I was like, this is SO bullish! Was awesome seeing the thesis play out.
Happens. Setup reminded me so much of ISSC. However it’s still not a bad valuation at these levels. I feel like I own so many Israeli companies now lol.
I’m slowly trying to add more for Archer and Kratos, still researching more about ISSC (I saw they picked up a navy contract through one of the gov contractor websites) For Archer they’re waiting on a final faa type certification which is supposedly a shoe in to get approved - a key driver/big news for them will be when they begin commercial service in the middle east later this year
Here’s a casual, engaged reply you can use: ⸻ Yeah, holding through the inflation stuff has been a test, but the returns are solid so far. Archer Aviation is definitely interesting — trying to see if they can break out more. And totally agree on Kratos, their tech is getting some real spotlight lately. ISSC makes sense as a gear play, even if growth might slow down. Thanks for the recs! You adding more or holding steady?
Same with GE, GEV, BA, GE, ISSC have been winners for me.
As a fellow person who screens, I think you are putting a few too many restrictions in place in order to find some quality companies. Like for example, this is usually what I call my "base screener". I just start out there and will tweak it from time to time. [https://finviz.com/screener.ashx?v=111&f=fa\_epsqoq\_o5%2Cfa\_peg\_u2%2Cfa\_quickratio\_o1%2Cfa\_roi\_o10%2Cfa\_salesqoq\_o10&ft=2&o=industry](https://finviz.com/screener.ashx?v=111&f=fa_epsqoq_o5%2Cfa_peg_u2%2Cfa_quickratio_o1%2Cfa_roi_o10%2Cfa_salesqoq_o10&ft=2&o=industry) I like to use a PEG under 2 rather than any PE. A PEG takes into EPS growth as well, so basically something could have a high PE, but if the EPS is growing super fast as well, I think it's worth a higher multiple. It was also Peter Lynch's go to metric. I then look at sales growth QoQ and EPS QoQ. I just look quarter over quarter, since I want to see what companies are growing right now. The whole point of a screener isn't just to find the company and invest in them, but it's just to limit the amount of companies you need to research. So with adding in a quick ratio over 1, just means they should have a good control of debt and invetory and then ROIC over 10%, I end up with 62 companies. So that point about research, it's much easier now to start looking into names. Basically from there, I start looking to any names in industries I like. I post a lot in the daily and ISSC for example is one that I've posted about and found in the screener. Example of posting about ISSC 2 months ago: [https://www.reddit.com/r/stocks/comments/1k5uxu1/comment/molsdg7/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1k5uxu1/comment/molsdg7/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
Yeah with TATT they had that double hit of negative FCF and then stock sale, but sounds like it's to re-invest back into the business. Like with ISSC, they had issues with margins because of bringing on the new honeywell products. Like as long as the investment makes sense, to me, I'm cool with it. Some of these names just end up doing nothing until earnings anyways. Until I see weakness in the aerospace markets, still feels like a strong sector.
+1. ISSC had some great payoff. I don't mind waiting a bit and continuing to accumulate slowly. I'll be watching MPTI to add to as well.
Yeah, I feel like TATT will end up like ISSC. Sold off after a bad quarter, because the company is basically investing back itself. Also doesn't help they are offering like 1M new shares, but i mean the float is still only 9M, so oh well, now there 10M shares lol. Still extremely small.
Solid man! I'm only at like 2.85% for the day. Only names red for me on the day so far are PLMR, LDOS, ISSC.
Nice! Will jump on pullbacks in other names like ISSC if they happen. Keeping some dry powder for that.
This isn't your typical "next big thing" like Nvidia, and it doesn't have that immediate state-of-the-art feel. But its growth potential is real, even if it's not about groundbreaking innovation. Think about it – numerous older airplanes are still in service because they can be upgraded. That's ISSC's opportunity. So, while it might not skyrocket like Nvidia, its growth is tied to a consistent and necessary market.
ISSC up 40% AH. Must have been quite the ER!
Sorry for the wait, was the gym. Highest conviction names would be like ATI, CRS, MOG.A, HWM, TATT, ISSC Always do your own DD before buying anything, but these are some interesting names to look into.
Re: ISSC. Yeah haha. I rode that sucker all the way up and all the way down. Added more recently. I think long-term it'll do well. MOG.A had some fine earnings, right? Might be my next investment this week. Hm I haven't heard of KRMN before. Or FEIM (wow look at that chart!). What makes that and KTOS not your style? The mention of MPTI reminded me of AMSC. That was on my watchlist for a while. Might be the right time to get in for its grid and ship exposure?
Yeah, before today, but a few other things, mainly in the defense space. TTMI is an interesting company, they do print circuits with most their revenue coming from Defense sector and Data Center. CRS just reported great numbers, they are an interesting name along with ATI. I also bought some ISSC recently as well. Last quarter was bad, but management was saying it's because they acquired some business from honeywell, so part of it was just ramping that up.
I recently bought some ISSC. Sold off a lot last quarter, but it seems like management was saying it la because of the on ramping of the Honeywell stuff they bought. They bought a line of business around upgrading and repairing Honeywell stuff. Sounds like things should be better later this year. Should also be a revenue growth driver. TTMI is so interesting. Get to invest in data center and missiles lol. I also got some MOG.A recently. There’s so many interesting names out there. Like I own CRS, they just crushed it. They do like custom metal for aerospace and energy names. ATI is another company like that. Not my style of buying but stuff like KRMN and KTOS are also interesting. I’ve owned MPTI, which has been killing it. Same with FEIM, just opened a position in them. Both are small caps, but both deal with components in satellites. Amazon just reported they need to like triple or quadruple their production of satellites in hopes of building out constellation. So many names out there lol.
Right? I figured the DOGE fears would end up overblown, although I didn't position myself **that** heavily toward those names (a regret - but still happy I got some...those AMTM leaps are doing quite well). I also sold out of a good amount of electrification/datacenter names a few weeks before liberation day. And then started buying them back post-Liberation. I still have a lot of cash to deploy (40%), so looking to double-down on what I have or get some new names. I do think we'll see another higher low soon, so I'm going slow, but I feel like the bottom is in **for now** (barring any crazy new shenanigans). I saw some of your other comments about aerospace names. I've owned ISSC for a while, used to own LOAR, and got into HEI recently. I bought TTMI after learning about it from you! And I need to see why TATT fell post-earnings (will do tomorrow morning).
I can give you some more names if you are interested. I was long a lot of data center and electrification names, so wanted to move some capital around after the deep seek news. Aerospace market is really strong right now. I bought some TATT and ISSC recently. ISSC had a bad quarter, but it's because they bought some of honeywells business, so it crushed some of their margins, but should be a great tailwind for the company. [https://presscenter.innovative-ss.com/press-releases/news-details/2024/Innovative-Solutions--Support-Acquires-License-for-Honeywells-Display-Generator-and-Flight-Control-Computer-Product-Line-Strengthening-Position-in-Military-Market/default.aspx](https://presscenter.innovative-ss.com/press-releases/news-details/2024/Innovative-Solutions--Support-Acquires-License-for-Honeywells-Display-Generator-and-Flight-Control-Computer-Product-Line-Strengthening-Position-in-Military-Market/default.aspx) TATT is another aerospace name, had a great quarter. [https://tat-technologies.com/wp-content/uploads/2025/03/TAT\_INVESTOR\_Q4\_24.pdf](https://tat-technologies.com/wp-content/uploads/2025/03/TAT_INVESTOR_Q4_24.pdf) No position in the company, but kicking myself for never buying, but ERJ does jets out of Brazil and has been an extremely strong company.
It’s interesting how some of the defense names do that. Like I opened a position in ISSC recently. They bought a line of business from Honeywell. Hurt them this quarter with ramp up, but should be a long term growth driver.
I bought some ISSC and LDOS.
That's the tough part, a lot of had solid runs. TATT is interesting. ISSC is much smaller, but another interesting name in the space. I like CRS, which is more of a metal play with other sectors, like they also do customer things for healthcare. ATI is more of a pure metal play ERJ has seen a crazy run, but the fundamentals aren't bad if you think they can keep up the growth. For more military defense stuff, DRS, CW, MOG.A are really interesting. I like a lot more of the mid cap/smaller companies. That should be a little list to dig into some stuff. Been doing a bit more digging in the last few days, just find it really interesting. So many small niche companies. Like TTMI does missiles and data centers circuits. Low margin business, but interesting how like these little niche companies exist.
I haven't heard about free electron lasers / x-rays for this. Thanks for sharing! Are you invested in any names in the space sector? I'm interested in getting in RDW, AMTM, and DRS at this time. ISSC is not too space-related, but I'm interested in that name at its current level as well.
Reading the report from ISSC is making things look way better. The giant EPS miss is being attributed to expanding production at their facility as well as a recent Honeywell acquisition. Some really positive things in there including optimism over a big increase in military revenue, advantages of their US manufacturing, and focus on autonomous flight. Looks like they are anticipating great revenue growth this year. I just wish the balance sheet was in better shape…a lot of debt and not a whole lot of cash on hand
ISSC has been on a crazy run of recent, could just be selling off into earnings. Valuation is still cheap, but being up like 25% in a month isn't a bad idea to take some profit off the table.
HCC and ISSC both reporting after hours today. Based only on today’s price movements, HCC expecting good news and ISSC expecting bad news.
Mac YOLO into ISSC tomorrow before earnings.
ISSC earnings: FOURTH QUARTER 2024 HIGHLIGHTS (all comparisons versus the prior year period unless otherwise noted) Net revenue of $15.4 million, +18.4% over the comparable quarter last year Gross profit of $8.5 million; gross margin of 55.4% Net Income of $3.2 million, or $0.18 per diluted share Adjusted EBITDA(1) of $5.6 million, +16.9% over the comparable quarter last year Ratio of net debt to trailing twelve-month Adjusted EBITDA of 2.0x as of September 30, 2024 FULL YEAR 2024 HIGHLIGHTS (all comparisons versus the prior year period unless otherwise noted) Net revenue of $47.2 million, +35.6% over the prior year Gross profit of $25.9 million; gross margin of 54.9% Net Income of $7.0 million, or $0.40 per diluted share Adjusted EBITDA(1) of $13.7 million, +42.5% over the prior year
Global aviation is a secular growth story, and it's supplied by a few very profitable companies. Also excited for ISSC earnings tomorrow.
Hasn't ISSC been aquiring portions of HON? I believe someone here mentioned that. I've been meaning to check out ISSC
I've found a few interesting ones this year, but none have actually done much. Hopefully next year. I have high hopes for HCC next year, and ISSC is poised for good things too, imo.
Thanks for the ISSC mention. It gets no love for the quality of the company. I was loading under $6, and it's still below the $7.25 take private offer.
Innovative Solutions & Support (ISSC) secured an exclusive license for $14.2 million to manufacture, upgrade and repair Honeywell International's (HON) military display generator and flight control computer product line. This little company keeps adding onto their product line.... happy to hold.
ISSC trying to break above it's moving averages/$7 resistance. 👍
ISSC earnings Net revenue of $11.8 million, +47.8% Gross profit of $6.3 million, +32.6%; gross margin of 53.4% Net Income of $1.6 million, or $0.09 per diluted share; Adjusted Net Income(1) of $1.9 million, or $0.11 per diluted share Adjusted EBITDA(2) of $3.1 million, +61% Year-to-date free cash flow(3) of $4.8 million, up from $0.8 million Net leverage of 0.8x as of June 30, 2024
Finally found the reason for the ISSC BP.the other day...they signed a military [contract](https://x.com/BluePillarNews/status/1821645369568092571?t=pmzoGLsveiKqBhTpRppe1w&s=09), delivery starts immediately. Earnings could be fun tomorrow morning.
KNSL and HMDPF both double digit gainers today. Nice surprise from ISSC, (which is starting to get a little discussion online finally) they made another acquisition from Honeywell. If this plays out, I think there's easy double potential, possibly triple. EXP throwing in for the win too. Solid day. Enjoy the weekend!
The claims that today's market movement is based off of a potential change in presidential administrations have somehow disappeared as the day went red. At least be consistent. Also, I've been nibbling at ISSC lately. It's a small aerospace player. The stock has dropped hard because they are into a capex cycle to accommodate a large acquisition they made from Honeywell. At the same time, the company founder died last year and his estate has been slowly selling off his shares. There board rejected a buyout offer at $7.25/share (approximately a 20% upside from today's prices). I think it's a nice net-net. Very little downside risk due to potential buyouts, but potentially a lot of upside. If they hit their earnings projections and see multiple compression to 15x.... It's a $8.40 stock trading around $6.
Grabbed a little EVVTY today. I've been trying to trim a few lesser positions and consolidate into higher conviction ones, when they are cheap. I might add some more evolution if it stays cheap. Also working on my micro cap play, ISSC. I emailed investor relations with a question, but it turns out their IR person is also the CFO, so I'm not sure if I'll hear back....
Long form, 3 part, write up on [CELH](https://open.substack.com/pub/equitybriefing/p/celsius-time-for-world-domination?utm_source=share&utm_medium=android&r=23ti9i) for those interested. ISSC still seems like a great opportunity. The rejected buyout price is only about 20% over the current market price, but the board rejected it and many think it was a really low all first offer. I think there could easily be 30% or more upside in a buyout. However, if there is no buyout, it is a company growing revenue at 15%+ with 58% gross margins and mid teens ROE. Also trading at around 12x 2024 earnings (17x trailing). Solid hold.
ISSC Innovative Solutions responds to Christopher Harborne indication of interest Innovative Solutions announced its response to the unsolicited, non-binding indication of interest to make a proposal from Christopher Harborne, in which Harborne would acquire all of the shares of the company's common stock not already owned by Harborne at a price of $7.25 per share in cash. The Board unanimously determined that the non-binding indication of interest undervalues IS&S, lacks certainty, and is not in the best interests of the company and its stakeholders. The stock is down on the offer rejection. This one is close to being a net/net. It's pretty cheap for a growing company, and knowing there's a buyout offer seems to limit the downside. However, if there's no buyout...it's a small growing niche aviation company with good cash flows. I think this is my weekend research.
RGR and ISSC have more green but stock has been dropping. Does this mean Puts
Did a little screening this morning and started to get really excited at ISSC. They're a micro cap aerospace company with great margins and trading at really cheap multiples..... And they literally received a private take out offer overnight. Bad timing.
Gonna cash out my ISSC 7.5$ calls
What we thinking of ISSC
https://last10k.com/sec-filings/ISSC/0001104659-23-079122.htm?utm_source=stocktwits&utm_medium=forum&utm_campaign=8K&utm_term=ISSC
ISSC just paid HON $20+ million, perhaps a 5 year plan, for some of there products/property. Any info would be nice if anyone knows anything