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M-tron Industries (MPTI) investor relations material
M-tron Industries Sidoti's Year End Virtual Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and market positioning
Focuses on aerospace, defense, avionics, space, and industrial markets, with a strong U.S. manufacturing base and vertical integration.
Shifted from telecom to defense in the mid-2000s, now serving all top 10 U.S. defense primes and major European primes.
Over 70 customers have been with the company for more than 10 years, reflecting strong client relationships.
Management and employees are highly aligned as shareholders, supporting growth and stability.
Board and leadership bring deep industry experience from major defense and electronics firms.
Product portfolio and innovation
Core products are filters and oscillators, with growing business in resonators and integrated subsystems.
About 30% of 2024 revenue came from new products developed in the last 3-4 years, showing strong R&D investment.
Custom engineering solutions are a key differentiator, enabling tailored products for client needs.
Broad product range makes the company a significant partner for manufacturer reps and end clients.
Vertically integrated operations in the U.S. and India, with ITAR compliance and a global sales presence.
Financial performance and growth drivers
Revenue and margins have improved significantly in recent years, with stock appreciating over 200%.
2024 revenue growth expected to be around 10%, exceeding initial guidance.
Gross margins are recovering to the 44-45% range despite tariff impacts; strong backlog with a recent $20 million order.
Ended the year with approximately $19 million in cash, not including potential warrant proceeds.
Long-term model targets 10%+ annual revenue growth, 43-46% gross margins, and 20-22% adjusted EBITDA margin.
- TimeTickerHeadlineOpen
- 7 FebPGIL
Strong 9MFY26 growth with 13.2% higher revenue, margin gains, and upgraded credit ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026.
Next M-tron Industries earnings date
Next M-tron Industries earnings date
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