NASDAQ$ATRO

Astronics Corporation · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Astronics reported solid third quarter 2025 financial results with increased sales and improved operating margins.

Astronics Corporation delivered a solid third quarter, with sales increasing by 3.8% to $211.4 million, driven primarily by strong growth in the Aerospace segment. The company reported a net loss of $11.1 million, largely due to $32.6 million in refinancing-related charges, but achieved an adjusted EBITDA of $32.7 million, or 15.5% of sales. Operational progress and profitability initiatives led to significant operating margin expansion.

  • Third quarter sales increased 3.8% to $211.4 million, with Aerospace segment sales growing 8.5% to $192.7 million.
  • Net loss was $11.1 million, impacted by $32.6 million in refinancing-related charges, while adjusted EBITDA reached $32.7 million.
  • Aerospace operating margin improved to 16.2%, and adjusted operating margin expanded to 16.7%.
  • Solid quarterly bookings of $210.4 million resulted in a book-to-bill ratio of 1.00:1, with a total backlog of $646.7 million.

Headline financials

Total Revenue

$211M

Previous: $204M+3.8%
EPS (adj)

$0.49

Previous: -$0.34+244.1%
Adjusted EBITDA

$32.7M

Previous: $27.1M+20.9%
Adjusted EBITDA Margin

15.5%

Previous: 13.3%+16.5%
Total Backlog

$647M

Previous: $645M+0.2%
Operating Margin

10.9%

Previous: 4.1%+165.9%
Adjusted Operating Income

$25.9M

Previous: $19.6M+32.4%
Adjusted Operating Margin

12.3%

Previous: 9.6%+28.1%
Book-to-Bill Ratio

1

No prior period
Aerospace Operating Margin

16.2%

Previous: 8.0%+102.5%
Adj Aerospace Op Profit

$32.1M

Previous: $25.3M+27.1%
Adj Aerospace Margin

16.7%

Previous: 14.2%+17.6%
Test Systems Book-to-Bill

0.99

No prior period
Aerospace Backlog

$572M

No prior period
Test Systems Backlog

$74.3M

No prior period
Net Income

-$11.1M

Previous: -$11.7M+5.5%
Operating Income

$23.1M

Previous: $8.37M+175.3%
Gross Profit

$64.5M

Previous: $42.7M+50.9%

Revenue & EPS history

Astronics · Revenue · Quarterly

$211M

Q3 2025+3.8%vs Q3 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Astronics · $163M total across 2 segments · Q3 2023

  • Aerospace
    $142M+26.7%
  • Test Systems
    $20.8M+8.1%

Forward guidance

Astronics expects a strong finish to 2025, with fourth-quarter sales projected to be between $225 million and $235 million, leading to a record annual sales level for the company. The company anticipates continued strong market conditions and elevated revenue through 2026, with early indications suggesting low double-digit growth for the next year.

Tailwinds

  • Fourth quarter revenue expected to be $225 million to $235 million, a significant step up from prior quarters.
  • Full-year 2025 revenue expected to be $847 million to $857 million, establishing a new record annual sales level.
  • Midpoint of revised 2025 revenue range represents a 7.2% increase over 2024 sales.
  • Market conditions are expected to remain strong, with elevated revenue levels continuing through 2026.
  • Early outlook for 2026 suggests low double-digit growth.

Headwinds

  • Approximately 26% of the current backlog is not expected to be recognized as revenue within the next twelve months.
  • Planned capital expenditures for 2025 are substantial, ranging from $40 million to $50 million.
  • Tariff expense in the current quarter was approximately $4 million, with potential incremental annual costs of $15 million to $20 million before mitigation.
  • Test Systems segment profitability is dependent on the start of the U.S. Army radio test program, which has not yet begun.
  • The company is not yet ready to issue formal guidance for 2026, indicating some uncertainty.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.8%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+3.6%

Avg return

30 days after

43%

28 / 65 earnings

Positive

+24.8%

Q4 2024

Best reaction

-23.5%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%+2.9%
Q4 2025-0.7%+2.5%-18.4%
Q3 2025-1.3%-0.3%+6.6%
Q1 2025+16.3%+24.3%+42.4%
Q4 2024+24.8%+20.4%+11.8%
Q3 2024-2.4%-6.6%-11.5%
Q2 2024-12.5%-20.1%-2.6%
Q1 2024+7.9%+9.7%+20.7%
Q4 2023-1.0%-2.4%-1.7%
Q3 2023-11.4%-8.5%-6.3%
Q2 2023-19.2%-14.0%-16.4%
Q1 2023+7.2%+5.3%+18.4%
Q4 2022-3.2%-4.8%-12.1%
Q3 2022-8.9%-2.6%+16.5%
Q2 2022-0.2%+3.6%-23.3%
Q1 2022+3.3%+5.7%+9.6%
Q4 2021-7.0%-9.1%-8.1%
Q3 2021-2.1%-2.8%-23.5%
Q2 2021-14.8%-12.2%-17.5%
Q1 2021-11.2%-9.4%+3.8%
Q4 2020+0.3%-9.8%-1.5%
Q3 2020-3.0%-2.3%+77.7%
Q2 2020+1.2%+11.6%+12.0%
Q1 2020+4.4%+9.1%+99.9%
Q4 2019-13.4%-11.0%-58.8%
Q3 2019+0.9%-0.0%-5.8%
Q2 2019-23.5%-22.6%-22.7%
Q1 2019+20.5%+19.5%+29.8%
Q4 2018+1.6%+3.9%-12.0%
Q3 2018-3.0%-0.6%+6.6%
Q2 2018+9.7%+10.2%+10.0%
Q1 2018-10.0%-5.9%-0.1%
Q4 2017-5.4%-1.8%-10.5%
Q3 2017+5.5%+7.4%+23.2%
Q2 2017-12.3%-9.9%-9.1%
Q1 2017-2.0%-1.4%-1.5%
Q4 2016+1.2%-0.2%-10.5%
Q3 2016-11.9%-7.2%+4.9%
Q2 2016+5.1%+10.0%+18.0%
Q1 2016-7.3%
Q4 2015-9.9%
Q3 2015-6.0%
Q2 2015-11.7%
Q1 2015-4.4%
Q4 2014+16.5%
Q3 2014+6.4%
Q2 2014+12.7%
Q1 2014-1.8%
Q4 2013+9.6%
Q3 2013-0.9%
Q2 2013-5.6%
Q1 2013+14.6%
Q4 2009-0.1%
Q4 2011-0.1%
Q4 2012+6.5%
Q3 2012-4.0%
Q1 2011+1.0%
Q2 2012+1.1%
Q1 2012-1.9%
Q3 2011-2.6%
Q3 2010-2.6%
Q4 2010+0.1%
Q2 2010+0.1%
Q2 2011+0.1%
Q1 2010+2.8%

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