ASTRONICS CORP (ATRO) FY2025 10-K Annual Report

Filed: Feb 26, 2026
Industrials
Aircraft Parts & Auxiliary Equipment, NECSEC EDGAR

ASTRONICS CORP (ATRO) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 26, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

ASTRONICS CORP FY2025 10-K Analysis

Business Overview

  • Core business: advanced aerospace and defense electrical power, lighting, avionics, certification, aircraft structures, and automated test systems
  • New acquisitions: Envoy Aerospace ($8.3M, FAA ODA services) and Bühler Motor Aviation ($18M, aircraft seat actuation systems) added to Aerospace segment in 2025
  • Strategic shift: Replacement of $220M asset-based credit facility with $300M senior secured cash flow-based revolving credit facility in October 2025
  • Quantitative metric: consolidated backlog increased 12.5% to $674.5M at Dec 31, 2025 from $599.2M in prior year
  • Noteworthy fact: repurchased 80% ($132M) of 5.5% Convertible Senior Notes due 2030 during Q3 2025, retaining $33M outstanding

Management Discussion & Analysis

  • Revenue $862.1M in 2025, up 8.4% YoY from $795.4M; Aerospace segment sales $797.3M up 12.8%, Test Systems sales down $23.9M
  • Gross margin 29.9% in 2025 vs 27.7% in 2024; Aerospace segment operating margin 14.2% vs 8.8%
  • Best segment Aerospace: operating profit $113.2M on $797.3M sales; worst Test Systems segment: sales decline of $23.9M
  • Net income $29.4M vs net loss $16.2M in prior year; interest expense down 42.9% to $12.6M; $32.6M debt settlement loss recorded
  • Bookings increased 14.4% to $924.4M; backlog $674.5M end 2025; management cites production ramp, supply challenges, and geopolitical risks impacting outlook

Risk Factors

  • Legal risk: Patent infringement suit by Lufthansa Technik AG, with probable losses anticipated from rulings to date
  • Macroeconomic threat: Boeing sales concentration ~10.4% in 2025, key customer dependency risks revenue volatility
  • Supply chain vulnerability: AI-driven demand pressures on critical components risk manufacturing delays and increased costs
  • Competitive risk: Competitors' advances in generative AI technology may undermine Astronics’ product competitiveness
  • Financial risk: Fixed-price contracts dominate sales, exposing Astronics to cost overruns and potential net earnings losses

ASTRONICS CORP FY2025 Key Financial Metrics
XBRL

Revenue

$862M

+8.4% YoY

Net Income

$29M

+281.1% YoY

Gross Margin

29.9%

+878bp YoY

Operating Margin

8.9%

+554bp YoY

Net Margin

3.4%

+544bp YoY

ROE

21.0%

+2729bp YoY

Total Assets

$707M

+8.9% YoY

EPS (Diluted)

$0.81

+276.1% YoY

Operating Cash Flow

$75M

+144.7% YoY

Source: XBRL data from ASTRONICS CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.

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