Want to see ISSC full AI Analyst Report?
Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.22Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights solid operational momentum: modest revenue growth (2% YoY), meaningful product sales growth (~8.3%), strong operational cash generation and backlog expansion, plus strategic acquisitions adding ~$10M in annual revenue and substantially expanding avionics/autopilot capabilities. Offsetting these positives were near-term profitability pressures—notably a ~35.8% drop in GAAP net income, declines in adjusted metrics and a ~51% rise in operating expenses driven by R&D and acquisition costs—and a $7M F-16 revenue headwind tied to transition timing. Liquidity and leverage remain manageable with available credit. Overall, the company shows constructive strategic and cash-flow progress while absorbing near-term cost and timing impacts from acquisitions and program transitions.Company Guidance
Revenue Growth
Net revenues of $22.4M in Q2, up 2% year-over-year, driven by strong organic growth in commercial aerospace and business aviation.
Product Sales Increase
Product sales of $14.3M versus $13.2M last year, an increase of ~8.3%, reflecting stronger aftermarket volumes and business aviation orders.
Robust Cash Generation
Cash flow from operations of $10.5M in the first half versus $3.1M prior-year (+~239%), and free cash flow of $7.7M vs $1.3M prior-year (+~492%), demonstrating strong free cash flow conversion.
Backlog and Orders Expansion
New orders of $24.7M in the quarter and backlog of approximately $87M, up ~$7M versus the comparable period, indicating continued demand and book-to-bill momentum.
Strategic Acquisitions and Revenue Contribution
Three acquisitions completed in the quarter (including STEC autopilot line from Moog and multiple product lines from Honeywell) projected to contribute ~$10M of annual revenue with a blended gross margin ~50%, substantially expanding avionics and autopilot capabilities.
Comprehensive Avionics Ecosystem
Now offers a full suite of avionics (flight decks, mission systems, navigation/communication radios, transponders, power systems, autopilots) enabling integrated cockpit solutions and accelerated path to autonomous flight products (UMS and Liberty flight deck).
F-16 Production Recertification Completed
Completed required recertifications and resumed full-scale production of the digital flight control computer and display generator at Exton, supporting normalization of F-16 shipments moving forward.
Liquidity and Modest Leverage
Total cash plus availability under the credit line of approximately $49.8M and net leverage of 1.7x following acquisitions, providing financial flexibility for continued strategic execution.
ISSC Earnings History
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 |
|---|---|---|---|
May 14, 2026 | $20.59 | $17.41 | -15.44% |
Feb 12, 2026 | $18.98 | $20.77 | +9.43% |
Dec 18, 2025 | $10.99 | $14.37 | +30.76% |
Aug 14, 2025 | $19.73 | $13.51 | -31.53% |
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 Aug 12, 2026, After Close (Confirmed).
What is Innovative Solutions And Support (ISSC) earnings time?
Innovative Solutions And Support (ISSC) earnings time is at Aug 12, 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 (Q3) is 0.22.