Tat Technologies Ltd. · NASDAQ:TATT
Tat Technologies — Investor Presentation (March 2026)
34 slides from Tat Technologies's investor presentation, Mar 18, 2026
Slide 1: Investor Presentation March 2026
INVESTOR PRESENTATION March 2026
Slide 2: Disclaimer: Forward-Looking Statements
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 3: Disclaimer (cont.): Non-U.S.-GAAP Financial Measures
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 and on the Tel Aviv Stock Exchange AMOS MALKA IGAL ZAMIR EHUD BEN YAIR JASON LEWANDOWSKI CHAIRMAN OF THE BOARD Since 2016 PRESID
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 209 Employees 42 Employees 7 205 Employees 203 Employees
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 $550M Backlog (Q4-25)&
Slide 9: Aerospace Market Outlook
Sources: Oliver Wyman. Note: New aircraft production includes B737, B787, B777, B767, A320, A220, A330 and A350 models AEROSPACE MARKET OUTLOOK High Global Demand for Component MRO ($B) New Aircraft Production on an Upward Trend*
Slide 10: Several Pillars Will Support the Company's Continued Strong Growth
SEVERAL PILLARS WILL SUPPORT THE COMPANY’S CONTINUED STRONG GROWTH APU – Entered a +$2B market through new OEM certifications. The Company is well-positioned against competition and supply chain challenges. Landing Gear MRO Cycle – Entering major MRO cycles with two key strategic agreements in place
Slide 11: Backlog
BACKLOG Value of Long-Term Agreements (LTAs) and Backlog LTAs and Backlog ($M)(1) Q4-2025 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 12: Q4 2025 and FY2025 Results
Q4 2025 and FY2025 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 Continued Growth And Margin Expansion in 2025 (1)
Slide 13: Appendix
APPENDIX
Slide 14: Product and Service Offerings
PRODUCT AND SERVICE OFFERINGS
Slide 15: 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 16: Thermal Solutions
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 17: Maintenance, Repair & Overhaul (MRO)
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 commercial advantage and comp
Slide 18: APU Services
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 19: 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 20: Landing Gear
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 21: 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 22: 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 cha
Slide 23: 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 24: New Technologies: Future Growth Drivers
NEW TECHNOLOGIES Future Growth Drivers ADDITIVE MANUFACTURING & 3D PRINTING THERMAL SYSTEMS FOR ELECTRIC AIRCRAFT & AUTONOMOUS AIRCRAFT FULL THERMAL SOLUTIONS TO ENGINE HEADS
Slide 25: Financial
Financial
Slide 26: Q4 2025 Results Key Indicators
Q4 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 27: 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 28: Upward Trending Revenue
UPWARD TRENDING REVENUE Double-Digit Revenue Growth
Slide 29: Improving Gross Profit and Gross Profit Margin
IMPROVING GROSS PROFIT AND GROSS PROFIT MARGIN
Slide 30: Operating Income
OPERATING INCOME Expanding Margins And Profitability
Slide 31: Net Income
NET INCOME Expanding Margins And Profitability
Slide 32: Cash Flow
CASH FLOW Positive Cash Flow From Operations
Slide 33: Balance Sheet Highlights
BALANCE SHEET HIGHLIGHTS Strong Balance Allows Future Leverage
Slide 34: Reconciliation of Net Income to Adjusted EBITDA (Non-GAAP)
RECONCILIATION OF NET INCOME TO ADJUSTED EBITDA (NON-GAAP) (UNAUDITED)
TAT Technologies — Investor Presentation (March 2026) on 6ix