05:57:00 EDT Thu 19 Mar 2026
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TAT Technologies Reports Fourth Quarter 2025 Results

2026-03-18 16:52 ET - News Release

TAT Technologies Reports Fourth Quarter 2025 Results

PR Newswire

CHARLOTTE, N.C., March 18, 2026 /PRNewswire/ -- TAT Technologies Ltd. (NASDAQ: TATT) (TASE: TAT Tech), a leading supplier of products and services for the commercial and military aviation industries and the ground defense industries, reported today its results for the three-month and twelve-month period ended December 31, 2025.

Financial Highlights for The Fourth Quarter and 12 Months of 2025:

  • Revenues: increased by 13.4% to $46.5 million compared to $41.0 million for the fourth quarter of 2024. For the twelve months of 2025, revenues increased by 17.0% to $178.0 million compared to $152.1 million for the same period in 2024.
  • Gross Profit: increased by 23.6% to $11.7 million (25.2% of revenues) compared to $9.5 million (23.1% of revenues) for the fourth quarter of 2024. For the twelve months of 2025, gross profit increased by 33.6% to $44.1 million (24.8% of revenues) compared to $33.0 million (21.7% of revenues) for the same period in 2024.
  • Operating Income: increased by 20.2% to $4.9 million (10.6% of revenues) compared to $4.1 million (10.0% of revenues) for the fourth quarter of 2024. For the twelve months of 2025, operating income increased by 50.5% to $18.8 million (10.6% of revenues) compared to $12.5 million (8.2% of revenues) for the same period in 2024.
  • Net Income: increased by 32.2% to $4.7 million compared to $3.6 million for the fourth quarter of 2024. For the twelve months of 2025, net income increased by 50.6% to $16.8 million compared to $11.2 million for the same period in 2024.
  • Adjusted EBITDA: increased by 24.0% to $6.9 million (14.8% of revenues) compared to $5.5 million (13.5% of revenues) for the fourth quarter of 2024. Adjusted EBITDA for the twelve months of 2025 increased by 36.7% to $25.5 million (14.3% of revenues) compared to $18.6 million (12.2% of revenues) for the same period in 2024.
  • Cash flow provided from operating activities for the three and twelve months ended December 31, 2025, was $5.6 million and $15.0 million, respectively, compared to cash flows used in operating activities of ($1.0) million and $(5.8) million for the three and twelve months ended December 31, 2024, respectively.

Mr. Igal Zamir, TAT's CEO and President, commented: "We are very pleased with the results for the full year of 2025 and the fourth quarter of 2025. TAT delivered record results marking 2025 as our third consecutive year of growth and improvement across all key financial metrics.

For the full year of 2025 we achieved record revenue of $178 million and margin expansion in all profitability parameters including a record high EBITDA margin. We demonstrated capabilities to grow organically at a rapid pace within our industry while improving margins quarter after quarter.

Fourth-quarter revenue followed a seasonal trajectory, resulting in a stabilization of pace compared to earlier periods. Nevertheless, we achieved organic growth of over 13%, a rate that outperforms broader industry organic growth."

Mr. Zamir added: "We ended the year with a backlog and long-term agreements value of approximately $550 million, up from $429 million entering 2025, providing strong revenue visibility and supporting our objective for continued growth through 2026. With sustained demand across the aviation MRO market, we remain focused on executing our strategy, expanding our capabilities, and pursuing M&A opportunities that strengthen our position in thermal management and power systems".

Investor Call Information

TAT Technologies will host an earnings webcast to review the quarterly and annual results on Thursday, March 19, 2026, at 8 a.m. ET. Interested investors can register for the webcast at the link below or visit the investor relations section of the Company's website at https://tat-technologies.com/investors/.

Conference call

Non-GAAP Financial Measures

To supplement the consolidated financial statements presented in accordance with GAAP, the Company also presents Adjusted EBITDA. The adjustments to the Company's GAAP results are made with the intent of providing both management and investors with a more complete understanding of the Company's underlying operational results, trends and performance. Adjusted EBITDA is calculated as net income excluding the impact of: the Company's share in results of affiliated companies, share-based compensation, taxes on income, financial (expenses) income, net, and depreciation and amortization. Adjusted EBITDA, however, should not be considered as an alternative to net income and operating income for the period and may not be indicative of the historic operating results of the Company; nor is it meant to be predictive of potential future results. Adjusted EBITDA is not a measure of financial performance under generally accepted accounting principles and may not be comparable to other similarly titled measures for other companies. See reconciliation of Adjusted EBITDA below.

About TAT Technologies LTD

We are a leading provider of solutions and services to the aerospace and defense industries. We operate four operational units: (i) original equipment manufacturing ("OEM") of heat transfer solutions and aviation accessories through our Kiryat Gat facility (TAT Israel); (ii) maintenance repair and overhaul ("MRO") services for heat transfer components and OEM of heat transfer solutions through our subsidiary Limco Airepair Inc. ("Limco"); (iii) MRO services for aviation components through our subsidiary, Piedmont Aviation Component Services LLC ("Piedmont") (mainly Auxiliary Power Units ("APUs") and landing gear); and (iv) overhaul and coating of jet engine components through our subsidiary, Turbochrome Ltd. ("Turbochrome").

TAT's activities in the area of OEM of heat transfer solutions and aviation accessories through TAT Israel primarily include the design, development and manufacture of (i) a broad range of heat transfer solutions, such as pre-coolers heat exchangers and oil/fuel hydraulic heat exchangers, used in mechanical and electronic systems on board commercial, military and business aircraft; (ii) environmental control and power electronics cooling systems installed on board aircraft and ground applications; and (iii) a variety of mechanical aircraft accessories and systems such as pumps, valves, and turbine power units.

TAT's activities in the area of MRO and OEM of heat transfer solutions include the MRO of heat transfer components and to a lesser extent, the manufacturing of certain heat transfer solutions. TAT's Limco subsidiary operates a Federal Aviation Administration ("FAA")-certified repair station, which provides heat transfer MRO services for airlines, air cargo carriers, maintenance service centers and the military.

TAT's activities in the area of MRO services for aviation components include the MRO of APUs and landing gear. TAT's Piedmont subsidiary operates an FAA-certified repair station, which provides aircraft component MRO services for airlines, air cargo carriers, maintenance service centers and the military.

TAT's activities in the area of jet engine overhaul through its Turbochrome facility includes the overhaul and coating of jet engine components, including turbine vanes and blades, fan blades, variable inlet guide vanes and afterburner flaps.

Contact:
Mr. Eran Yunger
Director of IR
erany@tat-technologies.com

Safe Harbor for Forward-Looking Statements

This press release and/or this report contains "forward-looking statements" within the meaning of the United States federal securities laws. These forward-looking statements include, without limitation, statements regarding possible or assumed future operation results. These statements are hereby identified as "forward-looking statements" for purposes of the safe harbor provided by the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve risks and uncertainties that could cause our results to differ materially from management's current expectations. Actual results and performance can also be influenced by other risks that we face in running our operations including, but are not limited to, general business conditions in the airline industry, changes in demand for our services and products, the timing and amount or cancellation of orders, LTAs and backlog, the price and continuity of supply of component parts used in our operations, and other risks detailed from time to time in the Company's filings with the Securities Exchange Commission, including, its annual report on form 20-F and its periodic reports on form 6-K. These documents contain and identify other important factors that could cause actual results to differ materially from those contained in our projections or forward-looking statements. Shareholders and other readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made. We undertake no obligation to update publicly or revise any forward-looking statement.

                                                                                 
 
 TAT TECHNOLOGIES LTD
          .



       
          CONSOLIDATED BALANCE SHEETS



       
          U.S dollars in thousands




                                                                                                                          December 31,


                                                                                                               2025       2024




                                                                 
        ASSETS





       CURRENT ASSETS:



          Cash and cash equivalents                                                                        $51,259     $7,129



          Accounts receivable, net of allowance for credit losses of $172                                   33,420     29,697
  and $400 thousands as of December 31, 2025 and 2024, respectively



          Inventory                                                                                         75,549     68,540



          Prepaid expenses and other current assets                                                          6,071      7,848





          Total current assets                                                                             166,299    113,214





       NON-CURRENT ASSETS:



            Property, plant and equipment, net                                                              46,922     41,576



          Operating lease right of use assets                                                                5,807      2,282



          Intangible assets, net                                                                             1,452      1,553



          Investment in affiliates                                                                           4,905      2,901



          Restricted deposit                                                                                   307        305



          Funds in respect of employee rights upon retirement                                                  398        654



          Deferred tax assets                                                                                  639        877





           Total non-current assets                                                                         60,430     50,148





          Total assets                                                                                    $226,729   $163,362



                                                                                  
 
 TAT TECHNOLOGIES LTD
          .



          
            CONSOLIDATED BALANCE SHEETS



          
            U.S dollars in thousands




                                                                                                                            December 31


                                                                                                                2025       2024





          LIABILITIES AND SHAREHOLDERS 'EQUITY





          CURRENT LIABILITIES:



            Current maturities of long-term loans                                                            $2,227     $2,083



            Short term loans                                                                                            4,350



             Accounts payable                                                                                12,986     12,158



             Accrued expenses and other                                                                      17,296     18,594



             Current maturities of operating lease liabilities                                                1,474        939





             Total current liabilities                                                                       33,983     38,124





          NON-CURRENT LIABILITIES:



             Long-term loans                                                                                  9,485     10,938



             Operating lease liabilities                                                                      4,448      1,345



             Liability in respect of employee rights upon retirement                                            770        986



             Deferred tax liabilities                                                                         1,652





             Total non-current liabilities                                                                   16,355     13,269







          COMMITMENTS AND CONTINGENCIES (NOTE 11)





          Total liabilities                                                                                  50,338     51,393





          SHAREHOLDERS 'EQUITY:



          Ordinary shares of NIS 0 par value. Authorized: 19,000,000 shares at
December 31, 2025 and 13,000,000 shares at December 31, 2024


          Issued:13,257,610 and 11,214,831 shares at December 31, 2025 and 2024,
     respectively


          Outstanding: 12,983,137 and 10,940,358 shares at December 31, 2025
     and 2024, respectively



          Additional paid-in capital                                                                        136,578     89,697



          Treasury shares, at cost, 274,473 shares at December 31, 2025 and 2024                            (2,088)   (2,088)



          Accumulated other comprehensive income (loss)                                                         643       (76)



          Retained earnings                                                                                  41,258     24,436





          Total shareholders' equity                                                                        176,391    111,969





          Total liabilities and shareholders' equity                                                       $226,729   $163,362

                                                           
 
        TAT TECHNOLOGIES LTD
            .



       
            CONSOLIDATED STATEMENTS OF OPERATIONS



       
            U.S dollars in thousands




                                                                                      Three Months Ended

                                                                                      December 31                  Year ended December
                                                                                                            31,


                                                                  2025             2024               2025    2024







       Revenues:



       Products                                               $13,046          $11,879            $50,850 $47,710



       Services                                                33,488           29,165            127,165 104,406


                                                                46,534           41,044            178,015 152,116





       Cost of revenue:



       Products                                                 9,180            8,792             35,793  33,986



       Services                                                25,636           22,769             98,124  85,116


                                                                34,816           31,561            133,917 119,102



       Gross profit                                            11,718            9,483             44,098  33,014





       Operating expenses:



       Research and development, net                              497              302              1,384   1,248



       Selling and marketing                                    2,470            2,099              8,576   7,746



       General and administrative                               4,208            2,961             15,730  11,901



       Other (income) expense                                   (404)               7              (404)  (383)


                                                                 6,771            5,369             25,286  20,512



       Operating income                                         4,947            4,114             18,812  12,502





       Interest expenses                                          175              289              1,010   1,472



       Other financial expenses, net                               32              169                325     477



       Income before taxes on income                            4,740            3,656             17,477  10,553





       Provision for taxes on income                              519              289              2,143     195



       Income before share of equity investment                 4,221            3,367             15,334  10,358





       Share in profits of equity investment of                   505                              1,488     809
  affiliated companies
                                                                                 208



       Net income                                              $4,726           $3,575            $16,822 $11,167

                                                           
 
          TAT TECHNOLOGIES LTD
            .



       
            CONSOLIDATED STATEMENTS OF OPERATIONS



       
            U.S dollars in thousands




                                                                                       Three Months Ended

                                                                                       December 31                       Year ended December
                                                                                                                   31,


                                                                     2025              2024              2025       2024





       Net income                                                 $4,726            $3,575           $16,822    $11,167





       Earnings per share



       Basic                                                       $0.36             $0.33             $1.39      $1.08



       Diluted                                                     $0.36             $0.32             $1.37      $1.00





       Weighted average number of shares
  outstanding





       Basic                                                  12,959,476        10,887,540        12,075,678 10,363,978



       Diluted                                                13,093,285        11,707,622        12,283,312 11,215,827



                                                               
 
      TAT TECHNOLOGIES LTD
            .



 
            CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME



 
            U.S dollars in thousands




                                                                                         Three Months Ended

                                                                                         December 31,                Year ended December
                                                                                                              31,


                                                                     2025             2024              2025    2024





 Net income                                                       $4,726           $3,575           $16,822 $11,167



 Other comprehensive income (loss), net:



 Net unrealized losses from derivatives                                -                                    (27)



 Change in foreign currency translation adjustments                  144            (197)              719    (76)



         Total comprehensive income                               $4,870           $3,378           $17,541 $11,064



                                                                                                                       Ordinary shares                                                    Accumulated


                                                                                                                   Number of                   Amount              Additional paid-                          other           Treasury            Retained
                                                                                                                                                      in capital                                                   shares             earnings                          Total
                                                                                                            shares                                                                  comprehensive                                                         shareholders'
                                                                                                            issued                                                                                                                                           equity
                                                                                                                                                                                    income (loss)



 
            BALANCE AT DECEMBER 31, 2022                                                             9,186,019                       $2,842             $66,245                                     $(26)       $(2,088)              $8,597                         $75,570



 
            CHANGES DURING THE YEAR ENDED DECEMBER 31, 202
            
              3
        
 :



 Comprehensive income                                                                                                                                                                                 53                               4,672                           4,725



 Exercise of options                                                                                      32,466                            8                 157                                                                                                         165



 Issuance of common shares net of issuance costs of $141 thousands                                     1,158,600                          290               9,774                                                                                                      10,064



 Share based compensation                                                                                                                                   159                                                                                                         159



 
            BALANCE AT DECEMBER 31, 202
            
              3                                10,377,085                        3,140              76,335                                        27         (2,088)              13,269                          90,683



 
            CHANGES DURING THE YEAR ENDED DECEMBER 31, 202
            
              4
        
 :



 Comprehensive income (loss)                                                                                                                                                                       (103)                             11,167                          11,064



 Exercise of options                                                                                     164,406                           12                (12)



 Cancel of shares par value                                                                                                          (3,152)              3,152



 Issuance of common shares net of issuance costs of $162 thousands                                       673,340                                           9,827                                                                                                       9,827



 Share based compensation                                                                                                                                   395                                                                                                         395



 
            BALANCE AT DECEMBER 31, 2024                                                            11,214,831                                          89,697                                      (76)        (2,088)              24,436                         111,969



 
            CHANGES DURING THE YEAR ENDED DECEMBER 31, 202
            5
            :



 Comprehensive income                                                                                                                                                                                719                              16,822                          17,541



 Exercise of options                                                                                     175,481                                             282                                                                                                         282



 Issuance of common shares on public offering, net of issuance costs of $2,769 thousands               1,625,000                                          39,415                                                                                                      39,415



 Exercise of the underwriters' option on public offering, net of issuance costs of $413 thousands        242,298                                           5,953                                                                                                       5,953



 Share based compensation                                                                                                                                 1,231                                                                                                       1,231



 
            BALANCE AT DECEMBER 31, 2025                                                            13,257,610                
          $-           $136,578                                      $643        $(2,088)             $41,258                        $176,391





                                                                                              
      
    TAT TECHNOLOGIES LTD.



 
            CONSOLIDATED STATEMENTS OF CASH FLOWS



 
            U.S. dollars in thousands




                                                                                                               Three Months Ended               Year ended
                                                                                                                        December 31,
                                                                                                               December 31,


                                                                                                   2025     2024             2025          2024





 CASH FLOWS FROM OPERATING ACTIVITIES:



 Net income                                                                                     $4,726   $3,575          $16,822       $11,167





 Adjustments to reconcile net income to net cash provided by (used in) operating activities:



 Depreciation and amortization                                                                   1,339    1,136            5,101         5,455



 Loss (gain) from change in fair value of derivatives                                                       22                            22



 Net change in operating right of use asset and operating lease liability                                                  112            18

                                                                                                    112       18



 Noncash financial expenses (income)                                                             1,247       79            1,881         (187)



 Decrease in restructuring plan provision                                                                 (63)                         (63)



 Change in allowance for credit losses                                                           (149)      55            (228)           55



 Share in results of affiliated companies                                                        (505)   (208)         (1,488)        (809)



 Share based compensation                                                                          551      185            1,231           395



 Capital gains from sale of property, plant and equipment                                        (401)   (123)           (401)        (478)



 Deferred income taxes, net                                                                        424      208            1,890           117



 Changes in operating assets and liabilities:



     Decrease (increase) in trade accounts receivable                                               59     (37)         (3,495)      (9,743)



 Decrease (increase) in other current assets and prepaid expenses                                  394    (625)           2,235       (1,463)



     Decrease (increase) in inventory                                                            1,520  (6,510)         (7,532)     (17,165)



     Increase (decrease) in trade accounts payable                                             (4,381)   (746)             359         2,170



     Increase (decrease) in accrued expenses and other                                             629    2,073          (1,513)        4,691



 
            Net cash provided by (used in) operating activities                                5,565    (961)          14,974       (5,818)





 CASH FLOWS FROM INVESTING ACTIVITIES:



 Proceeds from sale of property, plant and equipment                                               900                      900         1,275



 Purchase of property, plant and equipment                                                     (2,044) (1,569)        (10,954)       (5,126)



 
            Net cash used in investing activities                                            (1,144) (1,569)        (10,054)       (3,851)

                                                                                                         
     
    TAT TECHNOLOGIES LTD.



 
            CONSOLIDATED STATEMENTS OF CASH FLOWS



 
            U.S. dollars in thousands




                                                                                                                          Three Months Ended               Year ended
                                                                                                                                  December 31,
                                                                                                                          December 31,


                                                                                                              2025    2024             2025           2024





 CASH FLOWS FROM FINANCING ACTIVITIES:



  Repayments of long-term loans                                                                            $(528) $(562)        $(2,088)      $(2,016)



 Net change in short term loans                                                                                    1,754          (4,350)       (7,650)



 Proceeds from issuance of ordinary shares and exercise of underwriters' option                                                   48,550          9,827





 Issuance costs of ordinary shares and exercise of the underwriters' option                                                      (3,182)

                                                                                                                     (96)



 Proceeds from exercise of options                                                                            282                     282



 
            Net cash provided by (used in) financing activities                                           (246)  1,096           39,212            161







 
            Net increase (decrease) in cash and cash equivalents and restricted cash                                            44,132        (9,508)

                                                                                                             4,175 (1,434)



 
            Cash and cash equivalents and restricted cash at                                                                     7,434         16,942


 
            beginning of period                                                                          47,391   8,868



 
            Cash and cash equivalents and restricted cash at end of period                                                     $51,566         $7,434

                                                                                                           $51,566  $7,434





 
            Supplementary information on investing and financing activities not involving cash flows:



 Additions of operating lease right-of-use assets and operating lease liabilities                                                  3,859            983

                                                                                                               104     165



 Reclassification of inventory to property, plant and equipment                                                                      579            155

                                                                                                                       95





 
            Supplemental disclosure of cash flow information:



 Interest paid                                                                                                 55     111            1,001          1,400



                                                                                      
 
       TAT TECHNOLOGIES LTD
            .



 
            RECONCILIATION OF NET INCOME TO ADJUSTED EBITDA (NON-GAAP) (UNAUDITED)



 
            U.S. dollars in thousands




                                                                                                                Three Months Ended               Year ended December
                                                                                                                                          31,

                                                                                                                December 31,


                                                                                            2025             2024               2025        2024







 Net income                                                                              $4,726           $3,575            $16,822     $11,167



 Adjustments:



 Share in results and sale of equity investment of affiliated companies                   (505)           (208)           (1,488)      (809)



 Provision for income taxes                                                                 519              289              2,143         195



 Financial expenses, net                                                                    207              458              1,335       1,949



 Depreciation and amortization                                                            1,385            1,254              5,410       5,717



 Share based compensation                                                                   551              185              1,231         395



 Adjusted EBITDA                                                                                                        $25,453     $18,614

                                                                                          $6,883           $5,553



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SOURCE TAT Technologies Ltd

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