Tat Technologies Ltd. · NASDAQ:TATT
Tat Technologies — Investor Presentation (August 2025)
33 slides from Tat Technologies's investor presentation, Aug 11, 2025
Slide 1: Investor Presentation August 2025
INVESTOR PRESENTATION August 2025
Slide 2: Disclaimer
DISCLAIMER TAT Technologies Ltd. (together with its subsidiaries, the “Company”, “we”, “our” or “us”) has filed a registration statement (including a preliminary prospectus) with the U.S. Securities and Exchange Commission (the “SEC”) for the offering to which this presentation relates. The registra
Slide 3: Disclaimer (cont.)
DISCLAIMER (cont.) Non-U.S.-GAAP Financial Measures This presentation includes certain financial information that is not presented in accordance with The U.S. GAAP, including Adjusted EBITDA and Adjusted EBITDA Margin. We refer to these measures as “non-U.S. GAAP” financial measures. We present thes
Slide 4: Key Strategic Product & Service Offerings
KEY STRATEGIC PRODUCT & SERVICE OFFERINGS Thermal Solutions Market Leader MRO & OEM 60+ years of experience Thermal Solutions Partnership with Gulfstream Landing Gear MRO 10-year exclusive contract with Honeywell APU Honeywell Licensee MRO APU MRO • Honeywell Leasing & Trading Strong presence in APU
Slide 5: Experienced and Proven Leadership
Experienced senior management team with significant depth, longevity and industry experience. EXPERIENCED AND PROVEN LEADERSHIP TAT Technologies is dually listed on NASDAQ (TATT) and on the Tel Aviv Stock Exchange (Hebrew) AMOS MALKA IGAL ZAMIR EHUD BEN YAIR JASON LEWANDOWSKI CHAIRMAN OF THE BOARD S
Slide 6: TAT Substantial Offerings
TAT SUBSTANTIAL OFFERINGS Thermal components for Environmental Control Systems THERMAL SOLUTIONS Thermal components for galley THERMAL SOLUTIONS Thermal components for power electronics THERMAL SOLUTIONS Thermal components for fuel inerting system THERMAL SOLUTIONS LANDING GEAR Thermal components fo
Slide 7: Global Presence
GLOBAL PRESENCE 194 Israel Employees 440 U.S. Employees 7
Slide 8: Value Proposition
VALUE PROPOSITION High Growth Rates Strategic Capabilities Supporting Future Growth Strong Demand for Products & Services Proven Leadership Team ON AN UPWARD TREND ($M) Including Tier 1 aircraft manufacturers, system integrators and airlines Trusted Partner with 300+ Customers $524M Backlog (Q2-25)&
Slide 9: New Aircraft Deliveries on an Upward Trend
Sources: Oliver Wyman New Aircraft Deliveries on an Upward Trend AEROSPACE MARKET OUTLOOK
Slide 10: High Demand for Component MRO
Sources: Oliver Wyman AEROSPACE MARKET OUTLOOK High Demand for Component MRO ($B) TAT Growth Vs. Component MRO Growth Year-over-Year change in Revenue
Slide 11: Key Growth Engines Drive Near-Term and Future Growth
SEVERAL PILLARS WILL SUPPORT THE COMPANY’S CONTINUED STRONG GROWTH APU – Entering a +$2B market through new OEM certifications. The Company is well-positioned against competition and supply chain challenges. Landing Gear MRO Cycle – Entering the major MRO cycles with two key strategic agreements in
Slide 12: Backlog: Value of Long-Term Agreements and Backlog
BACKLOG Value of Long-Term Agreements (LTAs) and Backlog LTAs and Backlog ($M)(1) Q2-2025 LTAs & BACKLOG (1) Value of LTAs calculated by taking the average annual order quantity for OEM components and MRO services for each customer and multiplying by prior year average revenue per order and remainin
Slide 13: Q2 2025 Results Key Indicators
Q2 2025 RESULTS Key Indicators (1) Adjusted EBITDA and Adjusted EBITDA Margin are non-U.S. GAAP measures. Please see the appendix for a reconciliation of Adjusted EBITDA and Adjusted EBITDA Margin to the most comparable U.S. GAAP measures Solid Start To 2025 (1) (1)
Slide 14: Appendix
APPENDIX
Slide 15: Product and Service Offerings
PRODUCT AND SERVICE OFFERINGS
Slide 16: Thermal Solutions Overview
THERMAL SOLUTIONS OVERVIEW OEM Solutions & MRO Services Delivers end-to-end thermal solutions: Design and manufacturing of high-performance OEM-certified systems and products for tier 1 aircraft and system manufacturers Specialized MRO services for both U.S. and international airlines and the majori
Slide 17: Thermal Solutions: Short and Long Term
THERMAL SOLUTIONS Short Term: The “After COVID” effect increased demand for flights, and a constrained supply of new aircraft is creating strong demand for Aviation MRO services Close and long-lasting relationships with clients and our multi-product offering as an OEM and MRO service provider enable
Slide 18: Maintenance, Repair & Overhaul (APU Services Overview)
Maintenance, Repair & Overhaul (MRO) OEM and licensed MRO service provider for multiple APU platforms representing over 25,000 aircraft still in production As a Honeywell authorized service partner, the Company is one of a few licensed providers, creating a significant commercial advantage and compe
Slide 19: APU Services Addressable Market
APU SERVICES 331-20X 331-500 131 STRATEGIC AGREEMENTS Addressable Market (1) (1) (1) (1) (2) (1) From publicly available data provided by Boeing and Airbus, accessed as of April 2025, and Company management estimates As stated in the disclaimer slides, market share potential may not be realized See
Slide 20: Landing Gear Overview
LANDING GEAR OVERVIEW MRO Services Provider of landing gear MRO services for systems across multiple platforms utilized in commercial airline, business jet and military markets Maintain strategic agreements with and certifications from OEMs that ensure access to the landing gear market and ongoing o
Slide 21: Landing Gear Addressable Market
LANDING GEAR Growing demand for MRO services in landing gear • Full in-house capabilities in MRO - Machining services - Plating services • Resulting in lower cost Addressable Market
Slide 22: Trading & Leasing
TRADING & LEASING Leasing: Lease inventory of +20 APU engines, including 331-500 utilized on the Boeing 777 aircraft This service enables the Company to meet growing demand of our customers by helping them overcome the market shortage for APUs and related parts Trading: Trade APU parts, heat exchang
Slide 23: Strategic Agreements Trading & Leasing
STRATEGIC AGREEMENTS TRADING & LEASING Leasing – Leverage in-house MRO capabilities for APUs, enabling the Company to refurbish a variety of APUs until “as good as new” and increase the fleet of APUs on-hand for leasing Trading – As the industry suffers from supply chain challenges, the Company’s va
Slide 24: Other Capabilities
OTHER CAPABILITIES Nearly 50 years of experience developing fluid controls and accessories for defense and commercial platforms Provides highly qualified, durable and affordable Environmental Control Systems (ECS) for defense applications Utilizes advanced technologies to repair and recondition turb
Slide 25: New Technologies: Future Drivers
NEW TECHNOLOGIES Future Drivers ADDITIVE MANUFACTURING & 3D PRINTING THERMAL SYSTEMS FOR ELECTRIC AIRCRAFT & AUTONOMOUS AIRCRAFT FULL THERMAL SOLUTIONS TO ENGINE HEADS
Slide 26: Financial
Financial
Slide 27: Q2 2025 Results Key Indicators
Q2 2025 RESULTS Key Indicators Growth Across All Key Performance Metrics (1) Adjusted EBITDA and Adjusted EBITDA Margin are non-U.S. GAAP measures. Please see the appendix for a reconciliation of Adjusted EBITDA and Adjusted EBITDA Margin to the most comparable U.S. GAAP measures (1) (1)
Slide 28: Revenue by Product
REVENUE BY PRODUCT Strategic Growth Engines Have Diversified Revenue Streams Quarterly figures may not sum to annual totals due to rounding
Slide 29: Upward Trending Revenue
UPWARD TRENDING REVENUE Double-Digit Revenue Growth
Slide 30: Improving Gross Profit and Gross Profit Margin
IMPROVING GROSS PROFIT AND GROSS PROFIT MARGIN
Slide 31: Operating Income, Net Income
OPERATING INCOME, NET INCOME Expanding Margins And Profitability
Slide 32: Balance Sheet Highlights
BALANCE SHEET HIGHLIGHTS Strong balance allows future leverage
Slide 33: Reconciliation of Net Income to Adjusted EBITDA (Non-GAAP)
RECONCILIATION OF NET INCOME TO ADJUSTED EBITDA (NON-GAAP) (UNAUDITED)
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