NASDAQ$ATRO

Astronics Corporation · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Astronics Q4 2025 Earnings Report

Astronics Corporation finished 2025 with record fourth-quarter sales of $240.1 million and a record backlog of $674.5 million. The company achieved significant profitability improvements, with net income reaching $29.6 million compared to a loss in the prior year, driven by strong demand in the Aerospace segment and the acquisition of Bühler Motor Aviation.

  • Record quarterly sales of $240.1 million, up 15.1% year-over-year.
  • Aerospace segment achieved record sales of $219.6 million with a 19.0% operating margin.
  • Total backlog reached a company record of $674.5 million at year-end.
  • Successfully refinanced debt and established a new $300 million revolving credit facility.

Headline financials

Total Revenue

$240M

Previous: $209M+15.1%
EPS (adj)

$0.75

Previous: $0.48+56.3%
Adjusted EBITDA

$45.7M

Previous: $31.5M+44.8%
Adjusted EBITDA Margin

19.0%

Previous: 15.1%+25.8%
Total Backlog

$674M

No prior period
Operating Margin

14.8%

Previous: 4.3%+244.2%
Adjusted Operating Income

$38.3M

Previous: $23.8M+60.8%
Adjusted Operating Margin

16.0%

Previous: 11.4%+40.4%
Book-to-Bill Ratio

1.07

No prior period
Aerospace Operating Margin

19.0%

Previous: 8.9%+113.5%
Adj Aerospace Op Profit

$43.6M

Previous: $30.2M+44.1%
Adj Aerospace Margin

19.8%

Previous: 16.0%+23.8%
Test Systems Book-to-Bill

0.97

No prior period
Aerospace Backlog

$601M

No prior period
Test Systems Backlog

$73.7M

No prior period
Net Income

$29.6M

Previous: -$2.83M+1145.7%
Operating Income

$35.5M

Previous: $8.88M+299.5%
Gross Profit

$80M

Previous: $50.1M+59.8%

Revenue & EPS history

Astronics · Revenue · Quarterly

$240M

Q4 2025+15.1%vs Q4 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 maintained its 2026 revenue guidance and expects double-digit growth with high-teens operating margins for the consolidated business.

Tailwinds

  • 2026 revenue guidance of $950 million to $990 million.
  • Expected 13% revenue increase at the midpoint over 2025.
  • Q1 2026 revenue projected at $220 million to $230 million.
  • 79% of record backlog expected to be recognized as revenue in next 12 months.
  • Anticipated improvement in Test Systems profitability with U.S. Army radio program.

Headwinds

  • Planned capital expenditures of $40 million to $50 million in 2026.
  • Investment of $14 million to $18 million for new ERP system implementation.
  • Test Systems currently affected by under-absorption of fixed costs.
  • Winding down of non-core contract manufacturing arrangements.
  • Increased tariff expenses impacting gross profit.

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 Q4 2025

Historical avgQ4 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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