Astronics Highlights Q4 Revenue Outlook, $669M Backlog and Refinancing at NEDM Conference

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Astronics (NASDAQ:ATRO) executives utilized a presumption astatine the 28th Annual NEDM Growth Conference to outline the company’s marketplace exposure, merchandise strategy, caller acquisitions, and financing activity, portion besides providing preliminary fourth-quarter expectations and discussing drivers of request successful commercialized aerospace.

Chairman, President and CEO Peter Gundermann said the institution reports successful 2 segments, with Aerospace representing the immense bulk of gross and Test representing a smaller information that is “consistently astir 10%.” By extremity market, Gundermann said Astronics is “about 70%” exposed to commercialized aerospace, with astir 21% coming from authorities sources (typically defense) and astir 10% tied to wide aviation.

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Gundermann attributed the company’s crisp pandemic-era diminution and consequent rebound to its outsized vulnerability to commercialized transport, noting income were astir chopped successful fractional from pre-COVID levels erstwhile commercialized accumulation rates fell. He said the company’s income past twelvemonth returned to pre-pandemic levels and pointed to a caller property merchandise indicating expectations for 2026 measurement to beryllium 10% to 15% higher than 2025.

Gundermann described Astronics’ strategy astir 3 large merchandise areas wrong Aerospace. He said astir fractional of income are tied to in-flight amusement and connectivity, including onboard power, record servers, wireless entree points, and hardware supporting outer oregon air-to-ground connectivity. He said Astronics works with amusement strategy providers arsenic good arsenic connectivity companies and airlines, citing relationships with “200, 250 airlines astir the world.”

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Gundermann besides emphasized the merchandise refresh rhythm successful compartment electronics, contrasting agelong craft lifecycles with the shorter upgrade cadence for user technology. He said in-flight amusement and connectivity systems typically person a five-to-seven-year lifecycle versus a 25-to-30-year craft life, creating recurring retrofit opportunities. He said astir fractional of the in-flight entertainment/connectivity concern is retrofit oregon aftermarket and fractional is line-fit.

In lighting, Gundermann said Astronics provides systems crossed the cockpit, exterior, and cabin, and described the concern arsenic chiefly tied to craft accumulation rates, with constricted spares and aftermarket content.