M-Tron Industries Inc (AMEX:MPTI)

Q3 2025 M-Tron Industries Inc Earnings Call Transcript

Nov 13, 2025 / 03:30 PM GMT

Release Date Price: $49.45 (-4.58%)

Transcript 10-Q8-K

Key Points

Positve

M-Tron Industries Inc (MPTI) reported a 7.2% increase in total revenues for Q3 2025, reaching $14.2 million, driven by strong growth in avionics, space, and industrial product shipments.
The company experienced a significant increase in backlog, which rose by 48% to $58.8 million as of September 30, 2025, reflecting robust demand across aerospace and defense programs.
M-Tron Industries Inc (MPTI) continues to make strategic investments in research and development, focusing on hiring design engineers to drive innovation and revenue growth.
The company is involved in over 40 programs of record, many of which are sole source programs, positioning it to benefit from increased spending in aerospace and defense.
M-Tron Industries Inc (MPTI) has developed an internally compensated oscillator that is significantly smaller than traditional models, meeting high demand and showcasing the company's innovation capabilities.

Negative

Gross margins for Q3 2025 decreased to 44.3% from 47.8% in Q3 2024, primarily due to product mix and higher tariff-related costs.
Net income for the quarter fell to $1.8 million or $0.63 per diluted share, compared to $2.3 million or $0.81 per diluted share in the same period last year, impacted by a large reversal of the deferred tax asset.
The company faces ongoing challenges with tariffs, which are impacting gross margins by 1 to 1.5% of revenue, and anticipates tariffs remaining in place for the next three years.
Operating expenses have increased slightly, consistent with the company's growth, contributing to the decrease in net income.
Adjusted EBITDA for Q3 2025 slightly decreased to $3.2 million from $3.3 million in the prior year, due to lower gross margins and small investments in strategic growth initiatives.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MPTI.A - M-Tron Industries Inc
Q3 2025 M-Tron Industries Inc Earnings Call
Nov 13, 2025 / 03:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is Jay and I will be a conference operator today. At this time, I would like to welcome everyone to the Mtron earnings call for the 3rd quarter of 2025.

All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number 1 on your telephone keypad.

If you would like to withdraw your question, press 1 again.

I would now I'd like to turn the conference over to Linda Biles, EVP of finance. You may begin.

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