The earnings call highlighted strong revenue growth and strategic investments in facility expansion and acquisitions, supported by a new credit facility. However, challenges such as declining gross margins and expected temporary revenue dips due to transition activities were also evident.

Company Guidance

During the third quarter of fiscal year 2025, Innovative Solutions & Support reported a remarkable revenue growth of 105% compared to the same period in 2024, largely driven by the F-16 program, which contributed $12.6 million. However, the gross margin decreased to 35.6% from 53.4% the previous year, mainly due to lower margins on the F-16 product line inherited from Honeywell. The company experienced a 43% increase in adjusted EBITDA, highlighting strong operational leverage despite facing margin pressures. With a backlog of approximately $72 million, the company anticipates further revenue growth and aims for a mid-40s gross margin once efficiencies from recent integrations are realized. The recent completion of an expanded Exton facility is expected to triple manufacturing capacity, aligning with their strategy to exceed $250 million in revenues. Additionally, the company secured a new $100 million credit facility, enhancing its ability to pursue strategic acquisitions, which remain a key growth focus alongside organic expansion.

Significant Revenue Growth

The company delivered revenue growth of 105% compared to the third quarter of 2024, driven by momentum from new military programs, notably the F-16 program.

Backlog and Strategic Growth

The company reported a backlog of approximately $72 million as of June 30, 2025, indicating strong business momentum and future growth potential.

Expansion and Strategic Investments

Progress on the expansion of the Exton facility was completed, with expectations for increased manufacturing capacity by more than threefold. This is a key element of the long-term strategy to achieve revenues exceeding $250 million.

New Credit Facility

The company closed a new 5-year $100 million credit agreement with JPMorgan Chase, replacing a $35 million line of credit, providing additional liquidity and flexibility for strategic acquisitions.

Positive Financial Performance

Net income for the quarter was $2.4 million, compared to $1.6 million last year, with GAAP earnings per share of $0.14, up from $0.09.

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
Dec 10, 2025	2025 (Q4)	0.07 / -	0.18	―	―	―
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)	―
Aug 09, 2023	2023 (Q3)	0.08 / 0.08	0.08	0.00% (0.00)	―

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
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%
Dec 19, 2024	$7.50	$8.15	+8.67%

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 Dec 10, 2025, After Close (Confirmed).

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

Innovative Solutions And Support (ISSC) earnings time is at Dec 10, 2025, 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 2025 (Q4) is 0.08.

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