AI-extracted from the 10-Q filed 2026-08-12 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 13.8% YoY to $15.1M on strong aerospace & defense, space, and avionics shipments, while gross margin fell 240bps to 41.2% and backlog climbed 37.2% YoY to $84.0M.
Biggest Revenue Drivers
Foreign revenues$3,426K-8.6% YoY
Allocated by customer ship-to location
Biggest Revenue Drivers
Total revenue: $15.1M+13.8% YoY
Foreign revenues$3,426K-8.6% YoY
Allocated by customer ship-to location
Within Foreign revenues
Australia$811K-28.9% YoY
Largest Expense Items
Manufacturing cost of sales$8,883K+18.6% YoY
$470K of stock-based compensation related to 2025 bonuses and product mix, higher revenues, partially offset by manufacturing efficiencies
Engineering, selling and administrative$4,507K+14.2% YoY
Higher R&D investment, higher sales commissions on increased revenues, $511K stock comp tied to 2025 bonuses, and higher admin/corporate expenses
Margins: Gross margin fell 240 basis points to 41.2% from 43.6%, reflecting $470K of stock-based compensation tied to 2025 bonuses and product mix, partially offset by higher revenues and manufacturing efficiencies.
Watch Items from the Filing
Two customers each represented 10%+ of revenue in Q2 2026: 41.6% ($6,284K) and 17.2% ($2,599K), up from 33.7% and 17.7% a year ago.
Four customers accounted for 75.7% of gross accounts receivable as of June 30, 2026, up from 71.4% at December 31, 2025.
Order backlog reached $83,968K, up 9.9% from year-end 2025 and 37.2% YoY, reflecting continued strength in aerospace & defense and avionics orders.
Company notes substantial uncertainty around U.S. and retaliatory tariffs following a Supreme Court ruling, though no demand impact has been observed to date.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Pforr CameronCEO and CFOGrant or award · Mar 19, 2026
Gabelli MarcDirectorGrant or award · Mar 19, 2026
Arteaga IvanDirectorGrant or award · Mar 19, 2026
Goldman David MDirectorGrant or award · Mar 19, 2026
LaPenta Robert V JrDirectorGrant or award · Mar 19, 2026
Lazar BelDirectorGrant or award · Mar 19, 2026
Mega John SDirectorGrant or award · Mar 19, 2026
Susanto HendiDirectorGrant or award · Mar 19, 2026
About M-tron Industries, Inc. (MPTI): stock profile, AI score and financials
M-tron Industries, Inc. (MPTI) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores MPTI at 61.3/100 on a composite quality score built from its SEC filings, placing it at rank #802 of 2,925 stocks — the top half of the AI-ranked universe. MPTI scores in the top quartile across balance sheet strength (88.2), institutional flow (82.4), profitability (76.6). Areas of concern include revenue scale (10.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 39.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), M-tron Industries, Inc. reports quarterly revenue of $15.1M, net income of $1.9M, an operating margin of 11.4%. Top institutional holders of MPTI by reported 13-F value include T. Rowe Price Investment Management, BlackRock, GAMCO INVESTORS, ET AL, based on the most recent SEC filings. MPTI trades on the NYSE exchange and files with the SEC under CIK 1902314. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MPTI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for M-tron Industries, Inc. directly from SEC EDGAR.