Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ATRO
BUYREMOVEAstronics Corporation · Industrials · United States · $3.2B · Avg Vol: $60M/d
While Astronics benefits from aerospace recovery, it lacks a strong moat and is highly cyclical, failing the Terry Smith quality compounder test.
COMPANY DESCRIPTION
Astronics Corporation is a leading provider of advanced technologies for the global aerospace, defense, and electronics industries, specializing in innovative power, connectivity, and test solutions. Its competitive moat is derived from specialized engineering expertise, long-standing relationships with major aerospace OEMs and defense contractors, and proprietary technologies that meet rigorous industry standards. Astronics operates as a niche, high-tech supplier for critical components and systems, particularly in the avionics and in-flight entertainment segments.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 535M | 689M | 795M | 862M | 17.2% |
| EPS | -1.11 | -0.80 | -0.46 | 0.83 | — |
| Shares | 35M | 37M | 38M | 38M | +8.4% |
| Debt | 178M | 198M | 194M | 378M | 28.5% |
| Equity | 240M | 250M | 256M | 140M | -16.4% |
| Op CF | -28M | -24M | 31M | 75M | 144.7% |
| Inv CF | 14M | -4M | -8M | -54M | — |
| Fin CF | -1M | 25M | -15M | -22M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of ATRO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ATRO | Astronics Corporation(you) | $3.2B | 77 | BUY |
| VVX | V2X, Inc. | $2.5B | 81 | STRONG BUY |
| DCO | Ducommun Incorporated | $2.3B | 70 | BUY |
| 2507.HK | Cirrus Aircraft Limited | $1.8B | 65 | BUY |
| AIR | AAR Corp. | $4.6B | 61 | HOLD |
| HXL | Hexcel Corporation | $6.9B | 69 | BUY |
| DRS | Leonardo DRS, Inc. | $12.9B | 69 | BUY |
| PKE | Park Aerospace Corp. | $725M | 68 | BUY |
| TXT | Textron Inc. | $16.0B | 69 | BUY |
| VSEC | VSE Corporation | $5.0B | 43 | HOLD |
Peer medians: ROE 11.4% · P/E 30.1x · Gross margin 28.6%