TAT Technologies Ltd. (TATT) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, and thank you for joining the TAT Technologies second quarter 2026 earnings conference call. This call is being recorded. My name is Matt Chesler with FNKIR, a U.S.-based investor relations firm supporting Eran Yunger, TAT's head of investor relations. Joining me today are Igal Zamir, TAT's president and CEO, and Ehud Ben-Yair, TAT's CFO. Before we begin, I'd like to remind you that certain statements made on this call may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These statements are based on current expectations and assumptions and involve risks and uncertainties that could cause actual results to differ materially. Additional information regarding these risks and uncertainties can be found in our filings with the SEC, including our most recent Form 20-F. PHT assumes no obligation to update forward-looking statements except as required by law. Investors are cautioned not to place undue reliance on these forward-looking statements. During this call, we may disclose certain non-GAAP measures. Reconciliations of these measures to the most directly comparable GAAP measures are available in our earnings release issued earlier today and in our form 6K filed with the SEC. And with that, I'll turn the call over to Igal. Thank you, Matt. Good morning, everybody, and thank you for joining us. We appreciate your continued interest in TAT. The strong second quarter marked an important inflection point for TAT. We delivered another record quarter, converting strong demand into the highest backlog in our history and grew revenue by nearly 23%. Improving supply chain conditions allowed us to convert previously constrained customers' demand into revenue, further ...