Tat Technologies Ltd. · NASDAQ:TATT
Tat Technologies — Q4 2025 Earnings Presentation
37 slides from Tat Technologies's earnings presentation, Mar 19, 2026
Slide 1: Form 6-K cover page
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 132-16 OR 154-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of March 2026 TAT TECHNOLOGIES LTD. ame of Registrant) 9335, Harris comers, Charlotte, N.C (Addre
Slide 2: TAT Technologies Ltd. – furnished documents
TAT Technologies Ltd. TAT Technologies Ltd. (the “Company”) hereby furnishes the following documents: Item/Exhibit No. Description 99.1 Company presentation dated March 18, 2026, re: TAT Technologies Ltd. Reports 2025 Results.
Slide 3: Signature
SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. TATTI INOLOGIES LTD. (Registrant) By: /s/ Ehud Ber Ehud Ben-Yair Chief Financial Officer Date: March 18,
Slide 4: TAT Technologies
Exhibit 99.1 Technologies
Slide 5: Disclaimer
DISCLAIMER Forward-Looking Statements This presentation may contain certain forward-looking statements about us and our industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this presentation, including statements regarding o
Slide 6: 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 the
Slide 7: Key Strategic Product & Service Offerings
KEY STRATEGIC PRODUCT & SERVICE OFFERINGS L/ Thermal 39% APU | Landing Gear ot Solutions MRO Authorized MRO + Honeywell * Gulfstream | + Embraer “ATR Thermal Solutions APU Honeywell Partnership with Market Leader Licensee Gulfstream MRO & OEM MRO Landing Gear MRO 60+ years of experience Leasing & Tr
Slide 8: Experienced and Proven Leadership
EXPERIENCED AND PROVEN LEADERSHIP Experienced senior management team with significant depth, longevity and industry experience. AMOS MALKA IGAL ZAMIR EHUD BEN YAIR JASON LEWANDOWSKI CHAIRMAN OF THE BOARD PRESIDENT & CHIEF EXECUTIVE OFFICER — CHEF FINANCIAL OFFICER CHEF OPERATING OFFICER Since 2016 S
Slide 9: Thermal Solutions
THERMAL SOLUTIONS THERMAL SOLUTIONS Thermal components for galley ul components for Wironmental Control Systems THERMAL SOLUTIONS Thermal components for fuel nerting system LANDING GEAR THERMAL SOLUTIONS thes ermal componé
Slide 10: Global Presence
GLOBAL PRESENCE SHENZHEN, CHINA hermai Components: KIRYAT GAT, ISRAEL OEM & MRO GREENSBORO, NC ‘APU, Landing Gear, MPG, MRO 205 Employees CHARLOTTE, NC ‘COMPANY HEADQUARTERS 42 Employees
Slide 11: Value Proposition
VALUE PROPOSITION ON AN UPWARD TREND High Growth Rates (sm) YOY 17% > YOY 13.4% 178.0 Strategic Capabilities 462 eS Supporting Future Growth 46.5 © iz Strong Demand for —_ eo Products & Services Proven Leadership Team 2023 2028 2025 Raed Sco fmmRevenve — ADIYSTEDEBITDAR MARGIN, ) Trusted Partner wit
Slide 12: Aerospace Market Outlook
AEROSPACE MARKET OUTLOOK High Global Demand for Component MRO ($8) New Aircraft Production on an Upward Trend- 2,205 CAGR 2025-2032: 6.9% ——=> 35.0 214s 2186 2,197 32.8 2,003 30.4 1,823 28.6 27.4 1,573 25.5 pos 1,324 219 [ [ . i 2024 2025 2026 2027 2028 2029 2030 2031 2032 2024 «2025 2026 2027 2028
Slide 13: Key Growth Engines Drive Near-Term and Future Growth
KEY GROWTH ENGINES DRIVE NEAR-TERM AND FUTURE GROWTH APU - Entered a +$2B market through new OEM certifications. The Company is well-positioned against competition and supply chain challenges. SEVERAL PILLARS WILL SUPPORT THE COMPANY’S Landing Gear MRO Cycle - Entering major MRO cycles with two key
Slide 14: Backlog
BACKLOG Value of Long-Term Agreements (LTAs) and Backlog LTAs and Backlog ($M)! Q4-2025 LTAs & BACKLOG Heat 524 Exchangers 51% " INVESTOR PRESENTATION - March 2026 TAT.= Tetecsogiet (1) Value of LTAs calculeted by taking the average annual order quantity for OEM components and MRO services for each
Slide 15: Q4 2025 and FY2025 Results
Q4 2025 and FY2025 RESULTS Key Indicators Continued Growth And Margin Expansion in 2025 FY2025_FY2024_A_25-'24 YOY Revenue 46.5 410 7 13.4% 178.0 1521 7 17.0% GrossProfit =| 117,95 2am ad 8.0 Gross Margin 25.2% 23.1% + 210bp 24.8% 21.7% + 310bp Operatingincome ©» «4941. 202% «= 8B 1258S Operating Ma
Slide 16: Appendix
Slide 17: Product and Service Offerings
Slide 18: 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 ma
Slide 19: Thermal Solutions – Addressable Market
THERMAL SOLUTIONS Addressable Market 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 ser
Slide 20: APU Services Overview
APU SERVICES OVERVIEW Maintenance, Repair & Overhaul (MRO) OEM and licensed MRO service provider for multiple APU platforms representing over 25,000 aircrafts still in production As a Honeywell authorized service partner, the Company is one of a few licensed providers, creating a significant commerc
Slide 21: APU Services – Addressable Market
APU SERVICES Addressable Market STRATEGIC AGREEMENTS Senin MRO FOR B757/767 1,500 AIRCRAFT Estimated annual market size SIGNED C17 APU 10 year agreement $85M'"' 09/2020 CURRENTLY 1,600 AIRCRAFT . MRO FOR B777 APU PRODUCTION ONGOING SON Gah Ba 10 year agreement Estimated market size 331-500 MRO FOR B
Slide 22: Landing Gear Overview
LANDING GEAR OVERVIEW MRO Services Provider of landing gear MRO services for systems across multiple platforms utilized in commercial airline, business jet and military markets Maintain strategic agreements with and P At ge REVENUE ($M) certifications from OEMs that ensure access to the lig landing
Slide 23: Landing Gear – Addressable Market
LANDING GEAR Addressable Market Growing demand for MRO services in landing gear + Full in-house capabilities in MRO - Machining services - Plating services * Resulting in lower cost TAT>
Slide 24: Trading & Leasing
TRADING & LEASING Leasing: Lease inventory of 29 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 exchange
Slide 25: Trading & Leasing
TRADING & LEASING + Leasing — With a large and diversified pool of 29 APUs, we provide leasing solutions to our customers while leveraging our in-house MRO capabilities to support their ongoing operational needs and ensure high fleet availability + Trading — As the industry suffers from supply chain
Slide 26: 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 reconditio
Slide 27: New Technologies
NEW TECHNOLOGIES Future Growth Drivers THERMAL SYSTEMS FOR ELECTRIC ADDITIVE MANUFACTURING FULL THERMAL SOLUTIONS AIRCRAFT & AUTONOMOUS AIRCRAFT & 3D PRINTING TO ENGINE HEADS A — VESTOR PRESENTATI March 2026 T T —_— INVESTOR PRESENTATION - March Tecesogit
Slide 28: Financial
Slide 29: Q4 2025 Results
Q4 2025 RESULTS Key Indicators Growth Across All Key Performance Metrics Q425 Q3-25 Q225 Q1-25 Q424 A Q425Y0Y Revenue 465 46.2 43.1 42.1 41.0 7 13.4% 1780 1521 + 17.0% GrossProfit «= 117,116 108 100882 AA 580 Fa Gross Margin 25.2% 25.1% 25.1% 236% 23.1% + 210bp 24.8% 21.7% + 310bp Operatingincome =§
Slide 30: Revenue by Product
REVENUE BY PRODUCT Strategic Growth Engines Have Diversified Revenue Streams saintly aus Q4-25 Q325 Q2-25 Q1-25 Q4-24 [Q4-25YOY “mM 2025 2024 fll2025-2024 YOY" Heat Exchange 75 172.7 «18.4 70.2 63.2 11% APU a 1446 #115 123 aa a 522 43.3 21% Trading & Leasing 61 43 59 21 3.3 84% 184 139 33% Landing G
Slide 31: Upward Trending Revenue
UPWARD TRENDING REVENUE Double-Digit Revenue Growth YoY17% —> 178.0 YoY 13% W62 ‘46.5 152.1 43.1 42.1 40.5 41.0 113.8 36.5 : [ Qi Q Q3 Q4 Qi Q2 Q3 Q4 FY2023 FY2024 FY2025 2024 2025 TAT=> 28 INVESTOR PRESENTATION - March 2026
Slide 32: Improving Gross Profit and Gross Profit Margin
IMPROVING GROSS PROFIT AND GROSS PROFIT MARGIN YoY 34% —> 44.1 24.8% pe —Tre” 11.7 33.0 10.8 5.1% © 25:2% 21.7% [ 0 23.6% a a : % BS uF J é a % i ed FY2023 FY2024 FY2025 (sm) TAT=> 29 INVESTOR PRESENTATION - March 2026
Slide 33: Operating Income
OPERATING INCOME Expanding Margins And Profitabilitv YoY51% —* 18.8 10.6% 12.5 in a pe 9% — TAT> 30 INVESTOR PRESENTATION - March 2026
Slide 34: Net Income
NET INCOME Expanding Margins And Profitability YoY51% —» 16.8 YoY32% =———> | 48 47 3.8 36 a4 11.2 29 26 24 [ E a B2 BB @ @ @ 8 ae Fy2023 = FY2024«—FY2025 TAT=> 31 INVESTOR PRESENTATION - March 2026
Slide 35: Cash Flow
CASH FLOW Positive Cash Flow From Operations | 2025 2024 2023 | Net cash provided by (used in) operating activities 15.0 (5.8) 23 Net cash used in investing activities (10.1) (3.9) (3.6) Net cash provided by financing activities 39.2 0.2 10.2 Net increase (decrease) in cash and cash equivalents 44.1
Slide 36: Balance Sheet Highlights
BALANCE SHEET HIGHLIGHTS Strong Balance Allows Future Leverage Leverage Metrics ($M) FY 2025 FY 2024 FY 2023 Shareholder's Equity 176.4 112.0 90.7 Total Assets 227.0 163.4 145.6 Equity -to-Assets Ratio 0.78 0.69 0.62 Operating Working Capital FY 2025 FY 2024 FY 2023 Current Assets Accounts Receivabl
Slide 37: Reconciliation of Net Income to Adjusted EBITDA
RECONCILIATION OF NET INCOME TO ADJUSTED EBITDA \non-caap) (UNAUDITED) St 425 03-25 Q1-24 Q423 Q3-23 Net Income 473 484 344 381 358 287 262 211 O39 215 148 0.66 Adjustments: Affiliated Companies (0.51) (0.37) (0.32) (0.29) (0.21) (0.17) (0.23) (0.20) (0.16) (0.13) (0.15) (0.07) Taxes on Income 052 0