Summary

• TAT Technologies remains a strong buy despite a recent 21% pullback and Q4 earnings miss, with a growth story intact.
• TATT's revenue is 85% commercial aviation and 72% MRO, exposing it to potential softness if GDP growth slows, but MRO work is largely non-deferrable.
• Full-year 2025 results were robust: 17% revenue growth, 33.6% gross profit growth, and over 50% operating income growth, exceeding prior expectations.
• Valuation remains attractive with 30% upside to a $48.58 target, supported by margin expansion, scaling, and prudent capital raises for flexibility.
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TAT Technologies (TATT) has lost around 21% since my last report, contrasting with my strong buy rating. The decline in the stock price came after the company missed earnings expectations for the

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