INNOVATIVE SOLUTIONS & SUPPORT INC — Form 8-K
Filed August 13, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
For Q3 FY2026 (ended June 30, 2026), Innovative Solutions & Support Inc. reported net sales of $26.7M (+10.7% YoY), gross profit of $13.8M (51.7% margin), and net income of $4.5M ($0.25 diluted EPS). Adjusted EBITDA was $7.7M (+74.7% YoY); free cash flow was $12.3M for the nine-month period (+155% YoY). The company completed the acquisition of Aydin Displays in July 2026 (price not disclosed) and secured a first production award from a Japanese eVTOL developer for its Liberty Flight Deck platform. Backlog reached $82.9M. Net debt stands at $43.8M (1.4x Adjusted EBITDA leverage), up $21M from prior year despite >$35M deployed to acquisitions.
Why this rating
Strong organic revenue growth (+11%), significant EBITDA margin expansion, and strategic acquisitions (Aydin, eVTOL contract) drive momentum toward $250M revenue target. Acquisition-fueled M&A activity, improved FCF, and Russell 2000 inclusion are material. Relative to ~$82M market cap, $35M+ deployment in deals and $82.9M backlog represent meaningful strategic repositioning, though execution risk remains.
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