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ATATRO

Astronics Corporation

$ATRO·$3.0B·Aerospace & Defense·Industrials
$73.67-2.7%YTD+38.9%1Y+142.2%
Mentions · last 7 days
2026-08-22: 2 posts2026-08-23: 2 posts2026-08-24: 2 posts16+12%
Price updated 15h ago·X counts updated 8d ago
ATATRO
$ATROAstronics Corporation
$73.67-2.69%16 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ATRO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Aerospace-electronics leader up 188% TTM — Q2 beat by 19%, sold-out through 2026, and management guides Q3/FY26 higher.

Astronics designs aerospace and defense electronics — lighting, power generation, distribution, test systems, and safety products for commercial and military aircraft. The tape reflects the tail end of the aerospace-recovery cycle plus increasing defense demand.

Where it stands:

  • Growth is real: revenue grew 12% YoY in Q1 and 15% in Q4, with the Aug 11 print delivering a 19% EPS beat ($0.70 vs $0.59) on revenue of $260M (well above the $245M consensus and top of $245-250M guide).
  • The valuation is stretched: 71x trailing PE and 3.4x sales for a business with 15% ROIC and 27% ROE — the multiple only works if the earnings growth continues to compound, which the recent beats suggest is happening.
  • Management raised Q3 and FY26 guidance — the pattern of raised guides is what turns a hot-momentum stock into a compounder-with-a-tail thesis.
  • The 31.3M-share float means the tape is volatile — retail momentum flows can push the stock hard in either direction on relatively modest catalysts.
  • Position at 86% of 52-week range and +26% above 200-day means the tape is fully expressing the recent EPS strength.

Into Nov 3 earnings the setup is 'revenue growth staying above 15% + margin expansion visible + defense revenue mix expanding keeps the tape.' A growth decel or margin miss is what tests $68 near the 200-day; sustained beats plus specific defense-program wins could push toward $100.

Agrees with X sentimentX's bullish framing on the Q2 beat, raised guide, and IBD spotlight alongside CRDO/AEHR is grounded in real earnings execution — the +$1,464% six-year retail poster's callout is anecdotal but reflects the momentum quality.

What to watch: The Nov 3 print — revenue growth staying above 15%, margin expansion, and defense revenue mix. Sustained beats extend toward $100; a growth decel or margin miss tests $68.

On the calendar: 2026-11-03 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-08-18

Chatter is very bullish on Astronics after a Q2 beat: revenue of ~$260M versus a $245.3M consensus (+27% YoY and above the top of its own $245-$250M guide) and non-GAAP EPS of $0.70 versus $0.59 expected. Management provided Q3 and FY26 guidance, and holders describe adding 20% to ATROB. IBD spotlighted the name alongside CRDO and AEHR in the chip/tech rally. One community member is described as +1,464% on ATRO over six years. The overall tone is executed-thesis validation.

Read the AI verdict + X sentiment for $ATRO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures aircraft lighting, power systems, and avionics for commercial and military aviation customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $ATRO.

Aerospace & Defense · Industrials

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $ATRO

Direct beneficiary — defense contract backlog tied to government procurement expansion; Astronics Corporation, through its subsidiaries, designs and manufactures produc.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
71.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$0.70$0.59+18.6%
Q1 2026May 12, 2026$0.49$0.46+6.5%
Q4 2025Feb 24, 2026$0.63$0.52+21.2%
Q3 2025Nov 4, 2025$0.41$0.35+17.1%
Next earningsTue, Nov 3·consensus EPS $0.72

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$230.6M+12.0%32.6%11.8%$0.71$-554K
Q4 FY25$240.1M+15.1%33.3%15.8%$0.82$15.8M
Q3 FY25$211.4M+3.8%30.5%10.9%$-0.31$21.8M
Q2 FY25$204.7M+3.3%25.8%2.3%$0.04$-12.2M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$986.4M$974.7M – $1.0B$2.50$2.13 – $2.813
FY27$1.1B$1.1B – $1.1B$2.98$2.45 – $3.513
FY28$1.1B$1.1B – $1.1B$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.65%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 31.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 14 other (11 others · 2 gifts · 1 conversion) in window

See when $ATRO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary

Astronics Corporation announced a 20% Class B stock distribution: stockholders receive 1 share of Class B for every 5 shares of Common or Class B held, with record date June 15, 2026 and distribution expected June 29, 2026; fractional shares paid in cash. Material stock distribution equivalent to a 1-for-5 stock dividend on Class B shares.

8-KShareholder voteMay 288-K — Item 5.07: Shareholder vote
AI summary

Astronics Corporation held its 2026 Annual Meeting of Shareholders on May 28, 2026 and voted on: election of the Board of Directors, ratification of Ernst & Young LLP as independent auditor for the current fiscal year, and a third proposal described in the proxy statement. Final vote results are disclosed. This is a routine annual meeting governance filing.

3New insider — initial holdingsMar 53
+ 22 other (11 13Gs · 3 S-8s · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Astronics Corporation to Webcast Presentation at the Jefferies Industrials Conferencebusinesswire.com·19h agoBuy 3 Mid-Sized Defense Equipment Stocks Amid Geopolitical Conflictszacks.com·7d agoAstronics Corporation (ATRO) Is Up 20.19% in One Week: What You Should Knowzacks.com·11d agoAstronics: Strong Q2, Expanding Margins, And Record Backlog Make It A Buyseekingalpha.com·12d agoWhy Astronics (ATRO) Might be Well Poised for a Surgezacks.com·19d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $ATRO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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