Innovative Solutions And Support, Inc. · NASDAQ:ISSC
Innovative Solutions And Support — Investor Presentation (January 2026)
21 slides from Innovative Solutions And Support's investor presentation, January 2026
Slide 1: Investor Presentation January 2026
Investor Presentation January 2026
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation contains highly confidential and proprietary information regarding Innovative Solutions & Support, Inc. (Nasdaq: ISSC) dba Innovative Aerosystems and its subsidiaries (“IA or the "Company") and their strategy and organization. This confidential presentation is
Slide 3: Business Overview Section
BUSINESS OVERVIEW SECTION Privileged & Confidential
Slide 4: About ISSC
ABOUT ISSC High Value Air Transport Quality – Made in the USA What we do Solutions Providers to Leading Brands IA is a US based Original Equipment Manufacturer (OEM) that designs, develops, and manufactures sophisticated, reliable and cost-effective avionics solutions and services for the aviation i
Slide 5: Our Unique Value Proposition
OUR UNIQUE VALUE PROPOSITION Why customers choose IA IA provides integrated IA provides high value, cost effective integrated avionics solutions for forward fit and retrofit markets for all aviation market verticals fleet modernization and We provide advanced retrofits for legacy systems. IA special
Slide 6: Our Dedicated Focus on Cockpit Automation
OUR DEDICATED FOCUS ON COCKPIT AUTOMATION Aviation domain expertise within design, sourcing, manufacturing and support • 100% in-house design, testing and manufacturing Step 1 • We continue to invest in new product development as we build a next-generation portfolio of Product Engineering in-demand
Slide 7: Our Specialized Product Portfolio
OUR SPECIALIZED PRODUCT PORTFOLIO Our system integration provides customers with a one-stop solution Systems integration provides a complete, optimal solution by selecting best in class equipment. The IA advantage is that the company was rooted in the aftermarket cockpit upgrades and developed Data
Slide 8: Product Acquisition from Honeywell Aerospace
PRODUCT ACQUISITION FROM HONEYWELL AEROSPACE In 2023, IA acquired communication, navigation and inertial technologies Transaction expands product portfolio within higher growth, high-margin markets, while creating significant cross-selling potential on thousands of air transport, military and commer
Slide 9: Product Acquisition from Honeywell Aerospace
PRODUCT ACQUISITION FROM HONEYWELL AEROSPACE In 2024, IA acquired the Display Generator and Flight Control Computer for the F-16 Platform Transaction expands product portfolio within the military markets, while creating significant facility utilization and cross-selling potential with Lockheed Marti
Slide 10: Track Record of Execution
TRACK RECORD OF EXECUTION Trailing 3-year growth in revenue, EBITDA and margin realization Revenue Growth Adjusted EBITDA ($MM) ($MM) $84.3 $24.8 $47.2 $13.7 $34.8 $9.6 2023 2024 2025 2023 2024 2025 IA continues benefit from a combination of EBITDA Margin Expansion Free Cash Flow favorable secular (
Slide 11: Value Creation Roadmap
VALUE CREATION ROADMAP IA Next Strategy Privileged & Confidential
Slide 12: Value Creation Roadmap
VALUE CREATION ROADMAP Introducing IA NEXT value creation framework IA has identified historical challenges IA Next prioritizes commercial growth, sustained operational excellence and disciplined to profitable growth capital allocation Limited economies of scale results in lower operating leverage T
Slide 13: Investment Summary
INVESTMENT SUMMARY Business transformation underway; focused on long-term value creation Investment Summary Key Catalysts Advanced Avionics specialists offer technical domain expertise Systems integration expertise accelerates time to market, reduces customer TCO Vertically integrated model reduces
Slide 14: F4Q25 Performance
F4Q25 PERFORMANCE Privileged & Confidential
Slide 15: F4Q25 Financial Performance
F4Q25 FINANCIAL PERFORMANCE Strong Financial Results and Continued Execution Against Strategic Priorities Fourth Quarter 2025 Strategic Milestones Key Highlights IA NEXT • Revenue increased 45% despite expected • Successful integration of F-16 production pause in F-16 deliveries into Exton • Net inc
Slide 16: F4Q25 Performance Summary
F4Q25 PERFORMANCE SUMMARY Strong 4Q Results Highlight Progress on Strategic Priorities Strong growth, favorable mix, strong Fourth Quarter Revenue Fourth Quarter Adjusted EBITDA cash flow, focus on ($MM) ($MM) strategic priorities 45% $22.2 $9.6 drive 4Q results $15.4 71% $5.6 • Revenue increased 45
Slide 17: Disciplined Balance Sheet Management
DISCIPLINED BALANCE SHEET MANAGEMENT Strong financial position provides ability to pursue growth objectives Strong financial position with Cash and Available Liquidity Net Leverage Ratio current cash ($MM) balance and $77.7 availability under our credit facility 2.0x $7.5 $9.0 $8.8 $12.3 1.8x equali
Slide 18: Appendix
APPENDIX Privileged & Confidential
Slide 19: Non-GAAP Financial Disclosures
NON-GAAP FINANCIAL DISCLOSURES EBITDA, Adjusted EBITDA, Adjusted Net Income, Adjusted Diluted Earnings Per Share (“EPS”), Adjusted Net Cash provided by operating activities (“free cash flow”) and net debt are not measures of financial performance under GAAP and should not be considered substitutes f
Slide 20: Non-GAAP Financial Disclosures
NON-GAAP FINANCIAL DISCLOSURES Reconciliation of Net Income to EBITDA and Adjusted EBITDA Three Months Ended Twelve Months Ended September 30, September 30, 2025 2024 2025 2024 Net Income 7,111,312 3,180,194 15,627,660 6,998,379 Income tax expense 2,205,100 901,719 4,323,803 1,853,180 Interest expen
Slide 21: Non-GAAP Financial Disclosures
NON-GAAP FINANCIAL DISCLOSURES Net Debt and Net Debt Leverage Three Months Ended September 30, 2025 2024 Total Debt $24,375,000 $28,027,002 Cash 2,693,595 538,977 Net Debt $21,681,405 $27,488,025 Leverage Ratio 0.9x 2.0x Free Cash Flow Three Months Ended Twelve Months Ended September 30, September 3
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