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Tadiran Group Ltd (IL:TDRN)
TASE:TDRN
Israel Market
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Tadiran Group (TDRN) AI Stock Analysis

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IL:TDRN

Tadiran Group

(TASE:TDRN)

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Neutral 43 (OpenAI - Gpt-5.6Sol)
Rating:43Neutral
Price Target:
17,360.00
▼(-1.75% Downside)
Action:Reiterated
Date:08/18/26
The score is primarily constrained by weak financial quality—negative TTM operating/free cash flow and higher leverage despite a return to positive earnings. Technicals also lean bearish with price below key moving averages and a strongly negative MACD. Valuation provides limited support due to a negative P/E and only a modest dividend yield.
Positive Factors
Diversified HVAC Applications
Serving both residential and commercial HVAC markets gives Tadiran exposure to multiple end-use segments. Its established product and distribution model provides a durable operating base, although the pack does not quantify market share or recurring service revenue.
Negative Factors
Negative Operating and Free Cash Flow
Negative TTM operating and free cash flow weakens the quality of reported earnings and may require working-capital improvement or external financing to fund operations and investment. Sustained cash burn would reduce flexibility and increase execution risk over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified HVAC Applications
Serving both residential and commercial HVAC markets gives Tadiran exposure to multiple end-use segments. Its established product and distribution model provides a durable operating base, although the pack does not quantify market share or recurring service revenue.
Read all positive factors

Tadiran Group (TDRN) vs. iShares MSCI Israel ETF (EIS)

Tadiran Group Business Overview & Revenue Model

Company Description
Tadiran Group Ltd, operating through its subsidiaries, is a prominent force in Israel's air conditioning market, encompassing the development, manufacturing, import, marketing, and distribution of climate control systems. The company provides a co...
How the Company Makes Money
Tadiran Group makes money mainly by selling HVAC products and related climate-control solutions. Its core revenue stream is product sales (e.g., air-conditioning units and associated systems) to end customers and/or through dealers, installers, an...

Tadiran Group Financial Statement Overview

Summary
Financials show stabilization but weak quality: TTM returned to positive net income with modest revenue growth, but margins remain thin and earnings have been volatile (including a loss in 2025). Leverage is elevated (debt-to-equity above 1.0 recently) and ROE has fallen to low single digits. The largest red flag is cash generation—TTM operating cash flow and free cash flow are both negative after strong 2024 cash flows, increasing near-term execution and financing risk.
Income Statement
56
Neutral
Balance Sheet
48
Neutral
Cash Flow
32
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.95B1.86B1.93B1.95B2.28B1.45B
Gross Profit355.17M307.28M364.09M320.58M415.41M354.65M
EBITDA242.94M126.59M204.97M211.69M201.17M219.41M
Net Income24.12M-49.93M17.09M96.17M87.23M141.47M
Balance Sheet
Total Assets1.76B1.60B1.65B1.52B1.64B977.81M
Cash, Cash Equivalents and Short-Term Investments54.08M102.10M51.69M39.13M120.84M129.47M
Total Debt547.26M548.90M446.74M362.66M409.04M161.31M
Total Liabilities1.30B1.17B1.14B1.01B1.23B516.02M
Stockholders Equity433.71M410.64M480.66M510.17M412.63M449.07M
Cash Flow
Free Cash Flow-69.87M6.61M94.07M52.47M60.85M18.62M
Operating Cash Flow-56.94M33.12M115.42M109.16M86.52M27.66M
Investing Cash Flow-40.21M-51.06M-86.91M2.59M-150.36M-78.76M
Financing Cash Flow54.52M21.34M-14.13M-198.54M48.37M-148.97M

Tadiran Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
₪289.37M13.6112.83%-14.03%-44.83%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
₪1.40B13.444.90%2.40%92.87%
43
Neutral
₪1.54B63.950.52%-1.95%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IL:TDRN
Tadiran Group
18,600.00
1,680.00
9.93%
IL:ECP
Electra Co Pr
6,181.00
-6,076.67
-49.57%
IL:CISY
C I Systems
1,776.00
-1,565.00
-46.84%
IL:UNIT
Unitronics
2,086.00
-207.00
-9.03%
IL:ARD
Arad
4,987.00
150.96
3.12%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 18, 2026