Tat Technologies Ltd. · NASDAQ:TATT
Tat Technologies — Investor Presentation (December 2024)
28 slides from Tat Technologies's investor presentation, December 2024
Slide 1: December 2024 Investor Presentation
DEC 2024
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation may contain certain forward-looking statements withing the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Generally, the words “expects”, “anticipates”, “targets”, “goals”, “projects”, “intends”, “plans”,
Slide 3: TAT is a trusted partner solving complex aerospace challenges
TAT is a trusted partner, proactively solving complex aerospace challenges to enable our partners to operate with confidence and achieve operational success across their thermal, APU and landing gear systems.
Slide 4: 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 CHIEF FINANCIAL OFFICER CHIEF OPERATING OFFICER Since 2016 S
Slide 5: Key Strategic Product Segments
KEY STRATEGIC PRODUCT SEGMENTS Thermal APU Landing Gear Systems OEM & MRO Authorized MRO & Components Authorized MRO • Gulfstream • Honeywell • Embraer • ATR Thermal Solutions APU Honeywell Partnership with Market Leader Licensee Gulfstream MRO & OEM MRO Landing Gear MRO 60+ years of experience Leas
Slide 6: Value Proposition
VALUE PROPOSITION ON AN UPWARD TREND High Growth Rates ($M) Since Q4 2022 Strategic Capabilities Supporting Future Growth Strong Demand for Products & Services Proven Leadership Team Trusted Partner with 300+ Customers Including Tier 1 aircraft manufacturers, system integrators and airlines $423M Ba
Slide 7: TAT Substantial Offerings
TAT SUBSTANTIAL OFFERINGS THERMAL SOLUTIONS Thermal components for power electronics THERMAL SOLUTIONS Thermal components THERMAL SOLUTIONS for Galley Thermal components for Environmental Control Systems APU MRO THERMAL SOLUTIONS Thermal components for fuel inerting system LANDING GEAR MRO THERMAL S
Slide 8: Global Presence
GLOBAL PRESENCE 8 INVESTOR PRESENTATION - DECEMBER 2024
Slide 9: Product Segments
PRODUCT SEGMENTS 9 INVESTOR PRESENTATION - DECEMBER 2024
Slide 10: Thermal Solutions
THERMAL SOLUTIONS OEM Solutions & MRO Services REVENUE ($M) TAT Technologies delivers end-to-end thermal solutions from design and manufacturing of high-performance OEM certified systems and products for tier 1 aircraft and system manufacturers, to specialized repair and overhaul (MRO) services. For
Slide 11: Thermal Solutions Potential
THERMAL SOLUTIONS POTENTIAL Short Term: • The “After COVID” effect increased demand for flights, together with a slower-than-needed aircraft being built creating a high demand for Aviation MRO services. • TAT’s close and long-lasting relationship with its client and our multi-product company as an O
Slide 12: APU MRO Services
APU MRO SERVICES Maintenance, Repair & Overhaul REVENUE ($M) TAT Technologies is an OEM licensed MRO service provider for multiple APU (Auxiliary Power Units) platforms representing over 25,000 aircraft that are still in current production. As an authorized repair facility for Honeywell, the certifi
Slide 13: APU Potential
APU POTENTIAL STRATEGIC AGREEMENTS 331-20X 331-500 131 13 INVESTOR PRESENTATION - DECEMBER 2024
Slide 14: Landing Gear MRO Services
LANDING GEAR MRO Services TAT Technologies delivers MRO services for REVENUE ($M) landing gear systems across multiple aircraft platforms utilized across the commercial airline, business jet and military markets. We maintain strategic agreements and certifications from OEMs that ensure access to a s
Slide 15: Landing Gear MRO Potential
LANDING GEAR MRO POTENTIAL Growing demand for MRO • Full in-house capabilities in MRO - Machining services - Plating services • Resulting in lower cost 15 INVESTOR PRESENTATION - DECEMBER 2024
Slide 16: Trading & Leasing
TRADING & LEASING Leasing: REVENUE ($M) TAT holds an inventory of more than 20 APU engines, mainly 331-500 utilized on the Boeing 777 aircraft. This fleet, along with other series of APUs enables us to meet the growing demand of our customers and overcome market shortage for APUs and parts. Trading:
Slide 17: Trading & Leasing Potential
TRADING & LEASING POTENTIAL • Leasing - In-house capabilities of MRO for APU enable us to refurbish a variety of APUs until “as good as new” condition and to increase our fleet of leasing APUs. • Trading – as the industry suffers from Supply Chain challenges, our variety of solutions and in-house en
Slide 18: Backlog
BACKLOG LTA & Backlog LTA ORDERS ($M) Q3-2024 LTA & BACKLOG 18 INVESTOR PRESENTATION - DECEMBER 2024
Slide 19: New Technologies
NEW TECHNOLOGIES Future Drivers THERMAL SYSTEMS FOR ELECTRIC ADDITIVE MANUFACTURING FULL THERMAL SOLUTIONS AIRCRAFT & AUTONOMOUS AIRCRAFT & 3D PRINTING TO ENGINE HEADS 19 INVESTOR PRESENTATION - DECEMBER 2024
Slide 20: Q3 2024 Results
Q3 2024 RESULTS Key Indicators 20 INVESTOR PRESENTATION - DECEMBER 2024
Slide 21: Fast Growth Trend: Revenue by Product
FAST GROWTH TREND Revenue by Product 21 INVESTOR PRESENTATION - DECEMBER 2024
Slide 22: Performance
PERFORMANCE Upward Trend Across All Financial Parameters 22 INVESTOR PRESENTATION - DECEMBER 2024
Slide 23: Revenue
REVENUE ($M) 23 INVESTOR PRESENTATION - DECEMBER 2024
Slide 24: Gross Profits & Margins
GROSS PROFITS & MARGINS ($M) 24 INVESTOR PRESENTATION - DECEMBER 2024
Slide 25: Operating Profits & Margins
OPERATING PROFITS & MARGINS ($M) 25 INVESTOR PRESENTATION - DECEMBER 2024
Slide 26: Net Income
NET INCOME ($M) 26 INVESTOR PRESENTATION - DECEMBER 2024
Slide 27: Other Capabilities
OTHER CAPABILITIES • TAT Technologies has nearly 50 years of REVENUE ($M) experience in the development of fluid controls and accessories for defense and commercial platforms. • TAT Technologies provides highly qualified, maintainable and affordable Environmental Control Systems (ECS) for defense ap
Slide 28: Thank You!
THANK YOU! 28 INVESTOR PRESENTATION - DECEMBER 2024
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