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NU, ISSC, TATT, GRND -> these four make up 90% of my portfolio right now. Do your own research, but NU is dipping right now and I want to buy more.
What's interesting is how well stuff like ERJ and Airbus has been doing. Aerospace suppliers have also been a nice pocket of the market. Done well with HWM, CRS, ATI, TATT.
$TATT Q3 '25: Net income $4.8m, EPS $0.37 Revenue $46.2m, up 14% YoY Services revenue $33.6m, up 19% 9M '25: Revenue $131.5m, up 18% Net income $12.1m, EPS $1.02
I searched Reddit to see if anyone else was invested in. I’ve been long on TATT. They continue to achieve higher revenues quarter after quarter.
Sure. I sold out of TATT and bought ESP, looks better priced.
$TATT is looking like another yo-yo name. Down like 15% after earnings and now up like 9% today. Still such a weird earnings season.
I was talking to someone about that earlier, with some like TATT and OPXS. You really need to learn to stomach big swings if you want to own some of these names. Helps when you know what you are buying.
$TATT just announced a share offering. Curious how much impact this will have—any thoughts on the dilution. Strategic move or warning sign?
$TATT * **Revenues increased by 18.0%** to $43.1 million compared to $36.5 million for the second quarter of 2024. For the first half of 2025 revenues increased by 20.7% to $85.2 million compared to $70.6 million in the first half of 2024. * **Gross profit increased by 35.6%** to $10.8 million compared to $8.0 million for the second quarter of 2024 (25.1% of revenues in Q2\\25 compared to 21.9% of revenues in Q2\\24). For the first half of 2025 gross profit increased by 38.1% to $20.8 million compared to $15.1 million in the first half of 2024 (24.4% of revenues in H1\\25 compared to 21.3% of revenues in H1\\24) * **Operating Income increased by 62.2%** to $4.4 million compared to $2.7 million for the second quarter of 2024, (10.3% of revenues in Q2\\25 compared to 7.5% of revenues in Q2\\24). For the first half of 2025 operating income increased by 74.1% to $8.6 million compared to $4.9 million in the first half of 2024 (10.1% of revenues in H1\\25 compared to 7.0% of revenues in H1\\24). * **Net Income increased by 31.5%** to $3.4 million compared to $2.6 million for the second quarter of 2024. For the first half of 2025 net income increased by 53.5% to $7.2 million compared to $4.7 million in the first half of 2024.**Adjusted EBITDA increased by 39.2%** to $6.1 million (14.0% of revenues) compared to $4.3 million (11.9% of revenues) for the second quarter of 2024. Adjusted EBITDA for the first half of 2025 increased by 47.1% to $11.8 million compared to $8.0 million in the first half of 2024 (13.9% of revenues in H1\\25 compared to 11.4% in H1\\24). * **Cash flow provided by operating activities** for the three and six months ended June 30, 2025, was $6.9 million and $1.9 million, respectively, compared to cash flows used in operating activities of $(4.1) million and $(7.6) million for the three and six months ended June 30, 2024, respectively.
$TATT really bounced back well from their earnings sell off.
I think there are better value plays in that space. Like I'd rather own TATT. [https://finviz.com/quote.ashx?t=TATT&ty=c&ta=1&p=d](https://finviz.com/quote.ashx?t=TATT&ty=c&ta=1&p=d)
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.
Haha yeah every meme is flying right now. Might just be a waiting game. I've been patiently waiting for TATT to start moving and it finally did. Now I'm in that same boat with MPTI. Best of luck! I opened a small position in EOSE today so I'm with you
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.
TATT has that same setup. Had a bad quarter because of investing in more inventory. That’s not a bad thing per se, as long as the sales keep up! That’s why I love these smaller names that have little to no coverage. Feels like you can get an edge.
I said I would nab TATT at $25, I didn't. Shame on me.
Yeah, TATT is more just aerospace company, but seeing a lot of growth because of the demand/backlog of planes and jets. It's something not talk about too much, but there is a high demand for jets/planes. A few months ago, went pretty heavy into some of the names in the space and defense area. Found a lot of really cool small defense names. However, a ton of them when on runs, but stuff like ATI/CRS are fantastic companies that don't get talked about much. ERJ is a Brazilian jet company that has been killing it. HWM is another amazing company. On the space/defense stuff. MOG.A is another really interesting name in the space. TTMI and OSIS are some other interesting names. Always do your DD before buying anything, but man, aerospace has been a great sector of recent.
Haha, I need to dig deeper into M-tron, as it looks very interesting imo. Might take a look at TATT too ;)
Hahha totally. Don't get me wrong, I don't always call out ones that hit, but I feel like I tend to get more winners than losers. Actually might be some on the recent pullback. I think TATT is also another interesting name that basically was crushed because of their ER. They had negative FCF, but it was mainly to invest back into inventory to get around any supply chain issues.
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.
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.
Agreed that it's a pretty cool company! I didn't start a position yet but I did add it to my watchlist. Thanks again for sharing. Just bought some more TATT today. Seems like a good point to add. Pretty flat since Friday morning.
I've loaded up on $TATT and $ESLT a while ago, and I couldn't be happier
Looks like a similar situation to MPTI? I averaged up on TATT at today's lows. Did you add?
Nice discount on TATT today, if you believe in the long term in the company. Seems like the FCF was way worse due to the company getting more inventory because of supply chain issues.
$TATT * 23.6% revenue increase in Q1 2025. * Net profit rose by 80.7% amid strategic growth initiatives. Hard to find any more info, the report isn't up on their page yet, but they are doing the call tomorrow.
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.
Any idea what was up with the price action on TATT? I know you posted about them a couple days ago, it rocketed up for a day and crashed back down
A SeekingAlpha comment on TATT's recent spike: "@ChrisForte Thanks for your question! There appears to be no news driving this jump, so I checked out institutional investors. That's because 679,079 shares traded Friday, pushing the price up by 14% as you reported. The average daily volume over the past three months has been 76,951 shares. For an additional 600,000 shares to change hands suggests an institutional buy or buys. That's consistent with the recent trend among institutionals; in the most recent quarter 19 fund managers increased their holdings, by 294,212 shares. Just five managers sold, giving up 172,344 shares. I can't definitively say this is the reason, but it does seem reasonable. Hope this helps!"
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.
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.
Can't find any news, but what a great move on $TATT today. Still glad I moved some of data center/electrification names into some of the aerospace sector. Seems like there is still some bullish market stuff happening there.
Yep. Watching TATT today as well.
I’m new on here but TATT looks strong, P/E ratio of just 28? with a yoy revenue growth of about 30%, I know they’ve been going up a bit recently but I think at this price it looks quite robust
Yeah saw one pop up this morning on Twitter/X. TATT. Haven’t looked into yet, but another small aerospace company. https://x.com/SharogradskyM/status/1793913202910400894
I am now doing a DD for $TATT. They provide thermal/APU solutions and MRO services to aviation/defense. In the recent years they problems with covid, suppliers and labor but it seems like those problems are easing up. They will be profitable this year and the margins are improving. They are bullish on their MRO services segment because more airplanes flying means more MRO services. Personally, if oil prices starts to go up or we have a severe recession than this will ofcourse impact their business. Anybody here following this stock?
Anybody invested in $TATT? Decent balance sheet. It showing strengt at this moment, 7% up. They got a new contract worth 10M.
Elst and TATT. Israeli defense stocks
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Jumping on TATT only for the fact that each time it hit 20+ has been a 14 yr stretch and it’s yr 14. 🤑
TATT of course and adding to LMFA
u/sammygreen wants diamond flair. u/sammygreen will dump 350 into stock he doesn’t know $TATT if $GME hits 350. u/sammygreen realizes $GME has already spiked to 309. u/sammygreen is retarded.
TATT is a military defense manufacturing company, hasn’t been performing too well and earnings come later this month 👀
If $GME hits 350 I will dump 350 into $TATT I have no fucking idea who they are
Calls on $TATT for all of the tattoos wsb retards are gonna have to be getting. $GME to $10,000
I have an uncanny ability to say or do the wrong thing at the wrong time. This isn't financiall advice but if you let me invest 10 percent of your capital, I guarantee to lose it all, but use 90 percent of your capital and bet against my bets and you will be sitting pretty. Just to give you a taste, my portfolio includes AMC, TLRY, RADA, FRSX, TATT