Investing with Martin | September: +~38% YTD. - Innovative Solutions and Support, Inc.
3 months ago
Investing w/ Martin
"ISSC (holding update): Onshored aerospace/defense play supplying Pilatus (infinite backlog) + acquiring Honeywell's unwanted product lines including F16 business. Targeting $200M rev vs $200M market cap. Rev spiked then fell on demand pullforward concerns. Diversified across defense/aerospace/private jets with original products + retrofit/service revenue."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Investing with Martin | September: +~38% YTD. - Innovative Solutions and Support, Inc.
Source:
Investing w/ Martin
Published:
October 2, 2025
Idea Type:
Stock Idea