Total Ideas
2
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"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."
"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."
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