ISSC: Cheap Growth Hiding in Plain Sight
3 months ago
Jaime Bermejo
"ISSC: Avionics OEM targeting 130% sales growth FY23-FY25E via Honeywell asset acquisitions ($54M total). FY25E ~$80M revenue, 40%+ gross margins, $15M EBIT at 13x multiple. Net leverage down to 1.1x from rapid deleveraging. Expanded facility supports $250M sales capacity. Macro tailwinds from fuel costs driving aircraft retrofits."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
ISSC: Cheap Growth Hiding in Plain Sight
Source:
Stoic Capital
Published:
September 25, 2025
Idea Type:
Stock Idea