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ATATRO

Astronics Corporation

$ATRO·$2.8B·Aerospace & Defense·Industrials
$67.26+1.8%YTD+23.6%1Y+130.9%
Mentions · last 7 days
2026-07-11: 2 posts2026-07-12: 1 posts2026-07-13: 2 posts2026-07-14: 1 posts2026-07-15: 1 posts2026-07-16: 2 posts2026-07-17: 0 posts10+11%
Price updated 5h ago·X counts updated 5h ago
ATATRO
$ATROAstronics Corporation
$67.26+1.85%10 posts+11%
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.

Proven numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Astronics is the specific specialty-aerospace compounder — Army order plus raised guidance is the specific setup.

Astronics is a specific specialty-aerospace-and-defense electronics company whose specific Army order plus raised guidance positions it as a specific defense-electronics compounder. The stock is up 131% over twelve months at 63% of the 52-week range.

Where the setup reads:

  • The specific commercial catalysts are real and multi-faceted: Army order plus raised guidance plus backlog strength is the specific triad that anchors the multi-quarter thesis.
  • Fundamentals reflect the specific mix: 31% gross margin at 10% operating margin and 15% ROIC at 71x TTM P/E — the specific numbers that let Astronics earn a durable specialty-defense multiple.
  • The tape has cooled: sitting 8.7% below the 50-day but 1.6% above the 200-day at 63% of the 52-week range with today's -7.6% drop — a healthy pullback in an established uptrend.
  • The specific 20% share distribution is not a split but a positive-signal framing — meaning the specific corporate-structure move is aligned with the specific bull thesis.

Aug 5 earnings is the trigger. A number confirming continued Army-and-defense revenue plus specific commentary on backlog growth extends the leg; a soft revenue print or backlog decel is the specific setup that would compress the multiple.

Agrees with X sentimentX is bullish on the neckline breakout, the Army order, and the raised guidance, and the specific commercial catalysts are real. The gap the corpus isn't sizing is the specific 71x TTM P/E multiple; the print has to specifically deliver on the specific defense-mix.

What to watch: The Aug 5 print — Army-and-defense revenue trajectory, backlog growth commentary, and any FY guide change. Above-consensus revenue extends the leg; a soft print or backlog decel activates compression risk.

On the calendar: 2026-08-05 — Q2 earnings

beta missing

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-16

Astronics breaks free from its neckline alongside a big-time breakout retest and a 21-day daily retest, framed as contract-and-earnings momentum with an Army order, raised guidance, and backlog strength. A 20% share distribution is explicitly framed as not a negative split, with posters comparing the look favorably to MRCY's defense-sector setup. Sentiment skews uniformly accumulation-oriented.

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

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $ATRO

Partial — Designs and manufactures aircraft lighting, power systems, and avionics for commercial and military aviation customers; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+17.8%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
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%
Q2 2025Aug 6, 2025$0.04$0.28-85.7%
Next earningsWed, Aug 5·consensus EPS $0.59

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$988.0M$975.9M – $1.0B$2.30$2.26 – $2.323
FY27$1.1B$1.1B – $1.1B$2.65$2.59 – $2.713
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.-7.2%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.+3.3%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 today1.5% 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.β1.135-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.

+ 36 other (12 awards · 11 others · 6 inkinds · 6 exempts · 1 gift) 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
Free, forever. No credit card.

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
+ 23 other (11 13Gs · 3 S-8s · 3 earnings 8-Ks · 2 proxys) in window

Recent news

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

Vertical Aerospace Shares Business Update Ahead of Farnborough International Airshowgurufocus.com·5d agoVertical Aerospace Selects Astronics as Low-Voltage Power Distribution Supplier for Valobusinesswire.com·19d agoBeyond The SpaceX IPO: 3 Top Aerospace And Infrastructure Stocksseekingalpha.com·20d agoAstronics: On The Cusp Of A Production And Upgradation Upcycleseekingalpha.com·33d agoBanking Giant, Three Other Top Stocks Make New Highs As Market Aims To Reboundinvestors.com·36d 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.

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