The earnings call highlighted significant revenue growth, strong profitability, successful integration of the F-16 program, and promising new product developments. However, there are concerns about expected revenue decline in fiscal 2026 due to prior revenue pull-forwards and reliance on military sales with lower margins. Despite these challenges, the company's strong liquidity position and strategic initiatives indicate a positive outlook.

Company Guidance

During the Innovative Aerosystems Fourth Quarter 2025 Results Conference Call, CEO Shahram Askarpour and CFO Jeff DiGiovanni highlighted the company's strong financial performance and strategic initiatives. The company reported a 45% year-over-year increase in fourth-quarter revenue to $22 million, with net income rising to $7.1 million or $0.39 per diluted share. Adjusted EBITDA grew by 71% to $9.6 million. For the full year, revenue reached $84 million, up nearly 80% from the previous year, while net income was $15.6 million or $0.88 per diluted share. The company achieved an adjusted EBITDA of $25 million, marking an 80% increase. Strategic initiatives included the integration of the F-16 program into the Exton facility, expansion of the engineering team, and the introduction of the Liberty Flight Deck. The company also announced a new $100 million credit facility to support growth and strategic acquisitions, with a long-term goal of achieving $250 million in revenue and adjusted EBITDA margins of 25% to 30%.

Significant Revenue Growth

Fourth quarter revenue increased 45% year-over-year to $22 million. Full year revenue reached $84 million, up nearly 80% from the previous year.

Strong Profitability

Fourth quarter net income was $7.1 million, or $0.39 per diluted share, with adjusted EBITDA of $9.6 million, a 71% increase over the prior year.

Successful Integration of F-16 Program

The F-16 program production was successfully integrated into the Exton facility, with plans to improve margins related to these products moving forward.

Expansion of Engineering Team

The engineering team expanded by more than 50% in each of the last two years, supporting new product development and innovation.

New Product Developments

Significant progress was made on new products, including the Liberty Flight Deck and UMS2 platform, with positive customer feedback and future growth potential.

Increased Liquidity

A new 5-year $100 million credit agreement was secured, providing improved flexibility and liquidity for future growth.

Innovative Solutions And Support (ISSC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ISSC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 11, 2026	2026 (Q1)	0.10 / -	0.04	―	―	―
Dec 18, 2025	2025 (Q4)	0.11 / 0.39	0.18	116.67% (+0.21)	―
Aug 14, 2025	2025 (Q3)	0.16 / 0.14	0.09	55.56% (+0.05)	―
May 14, 2025	2025 (Q2)	0.12 / 0.30	0.07	328.57% (+0.23)	―
Feb 13, 2025	2025 (Q1)	0.12 / 0.04	0.06	-33.33% (-0.02)	―
Dec 19, 2024	2024 (Q4)	0.15 / 0.18	0.15	20.00% (+0.03)	―
Aug 09, 2024	2024 (Q3)	0.11 / 0.09	0.08	12.50% (<+0.01)	―
May 13, 2024	2024 (Q2)	- / 0.07	0.07	0.00% (0.00)	―
Feb 14, 2024	2024 (Q1)	- / 0.06	0.04	50.00% (+0.02)	―
Dec 20, 2023	2023 (Q4)	0.09 / 0.15	0.1	50.00% (+0.05)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ISSC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 18, 2025	$10.99	$14.37	+30.76%
Aug 14, 2025	$19.73	$13.51	-31.53%
May 14, 2025	$7.35	$9.79	+33.20%
Feb 13, 2025	$10.59	$8.63	-18.51%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Innovative Solutions And Support (ISSC) report earnings?

Innovative Solutions And Support (ISSC) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).

What is Innovative Solutions And Support (ISSC) earnings time?

Innovative Solutions And Support (ISSC) earnings time is at Feb 11, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ISSC EPS forecast?

ISSC EPS forecast for the fiscal quarter 2026 (Q1) is 0.1.