CPI Aerostructures (CVU)
Market Price (6/9/2026): $5.0 | Market Cap: $64.3 MilSector: Industrials | Industry: Aerospace & Defense
CPI Aerostructures (CVU)
Market Price (6/9/2026): $5.0Market Cap: $64.3 MilSector: IndustrialsIndustry: Aerospace & Defense
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Advanced Aviation & Space. Themes include Aerospace Component Manufacturing, Defense Aviation Support, and Commercial Aviation Support. | Trading close to highsDist 52W High is -4.8% Weak multi-year price returns3Y Excs Rtn is -45% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.0%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.8% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -4.1%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.2% Key risksCVU key risks include [1] significant financial distress, Show more. |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space. Themes include Aerospace Component Manufacturing, Defense Aviation Support, and Commercial Aviation Support. |
| Trading close to highsDist 52W High is -4.8% |
| Weak multi-year price returns3Y Excs Rtn is -45% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.0%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.8% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -4.1%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.2% |
| Key risksCVU key risks include [1] significant financial distress, Show more. |
Qualitative Assessment
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CPI Aerostructures (CVU) stock has gained about 20% since 2/28/2026 because of the following key factors:
1. Strong First Quarter 2026 Financial Performance: CPI Aerostructures reported robust financial results for the first quarter ended March 31, 2026. The company swung to a net income of $1.2 million, a significant improvement from a net loss of $(1.3) million in the prior-year quarter. Revenue increased by 13% to $17.4 million, and the gross profit margin expanded substantially to 25.8% from 10.7% in Q1 2025. This performance was driven by a favorable product mix and operational efficiencies.
2. Significant New and Follow-on Contract Awards: The company secured several new and follow-on contracts during the period, contributing to a strong backlog of $495 million. Key awards included $6 million in funded follow-on orders from Raytheon for airborne pods, orders from Collins Aerospace for RF/EMI shielded enclosures, and a follow-on contract from Northrop Grumman for welded assemblies for the E-2D Advanced Hawkeye. These contract wins underscore continued customer confidence and an expanding business pipeline.
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Stock Movement Drivers
Fundamental Drivers
The 20.6% change in CVU stock from 2/28/2026 to 6/8/2026 was primarily driven by a 22.2% change in the company's P/S Multiple.| (LTM values as of) | 2282026 | 6082026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.13 | 4.98 | 20.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 72 | 71 | -0.6% |
| P/S Multiple | 0.7 | 0.9 | 22.2% |
| Shares Outstanding (Mil) | 13 | 13 | -0.8% |
| Cumulative Contribution | 20.6% |
Market Drivers
2/28/2026 to 6/8/2026| Return | Correlation | |
|---|---|---|
| CVU | 20.6% | |
| Market (SPY) | 8.1% | 25.7% |
| Sector (XLI) | -1.7% | 24.7% |
Fundamental Drivers
The 77.2% change in CVU stock from 11/30/2025 to 6/8/2026 was primarily driven by a 79.6% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 6082026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.81 | 4.98 | 77.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 72 | 71 | -0.6% |
| P/S Multiple | 0.5 | 0.9 | 79.6% |
| Shares Outstanding (Mil) | 13 | 13 | -0.8% |
| Cumulative Contribution | 77.2% |
Market Drivers
11/30/2025 to 6/8/2026| Return | Correlation | |
|---|---|---|
| CVU | 77.2% | |
| Market (SPY) | 8.8% | 24.9% |
| Sector (XLI) | 13.7% | 27.3% |
Fundamental Drivers
The 65.4% change in CVU stock from 5/31/2025 to 6/8/2026 was primarily driven by a 76.1% change in the company's P/E Multiple.| (LTM values as of) | 5312025 | 6082026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.01 | 4.98 | 65.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 77 | 71 | -8.0% |
| Net Income Margin (%) | 2.3% | 2.4% | 3.3% |
| P/E Multiple | 21.2 | 37.3 | 76.1% |
| Shares Outstanding (Mil) | 13 | 13 | -1.1% |
| Cumulative Contribution | 65.4% |
Market Drivers
5/31/2025 to 6/8/2026| Return | Correlation | |
|---|---|---|
| CVU | 65.4% | |
| Market (SPY) | 26.9% | 18.1% |
| Sector (XLI) | 23.2% | 24.2% |
Fundamental Drivers
The 39.1% change in CVU stock from 5/31/2023 to 6/8/2026 was primarily driven by a 748.2% change in the company's P/E Multiple.| (LTM values as of) | 5312023 | 6082026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.58 | 4.98 | 39.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 85 | 71 | -16.4% |
| Net Income Margin (%) | 12.0% | 2.4% | -79.8% |
| P/E Multiple | 4.4 | 37.3 | 748.2% |
| Shares Outstanding (Mil) | 13 | 13 | -2.7% |
| Cumulative Contribution | 39.1% |
Market Drivers
5/31/2023 to 6/8/2026| Return | Correlation | |
|---|---|---|
| CVU | 39.1% | |
| Market (SPY) | 83.8% | 22.2% |
| Sector (XLI) | 87.5% | 25.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CVU Return | -29% | 17% | -15% | 48% | -2% | 27% | 31% |
| Peers Return | -10% | -11% | 22% | 9% | 75% | 38% | 157% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| CVU Win Rate | 25% | 33% | 42% | 50% | 42% | 33% | |
| Peers Win Rate | 35% | 42% | 52% | 50% | 58% | 62% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| CVU Max Drawdown | -56% | -52% | -52% | -22% | -64% | -33% | |
| Peers Max Drawdown | -43% | -42% | -33% | -32% | -30% | -21% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: DCO, AIR, ATRO, AIRI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/8/2026 (YTD)
How Low Can It Go
| Event | CVU | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -31.3% | -18.8% |
| % Gain to Breakeven | 45.5% | 23.1% |
| Time to Breakeven | 211 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -43.6% | -9.5% |
| % Gain to Breakeven | 77.2% | 10.5% |
| Time to Breakeven | 368 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -29.7% | -6.7% |
| % Gain to Breakeven | 42.3% | 7.1% |
| Time to Breakeven | 658 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -43.0% | -24.5% |
| % Gain to Breakeven | 75.5% | 32.4% |
| Time to Breakeven | 34 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -67.7% | -33.7% |
| % Gain to Breakeven | 209.5% | 50.9% |
| Time to Breakeven | 300 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -15.6% | -3.7% |
| % Gain to Breakeven | 18.4% | 3.9% |
| Time to Breakeven | 6 days | 6 days |
In The Past
CPI Aerostructures's stock fell -31.3% during the 2025 US Tariff Shock. Such a loss loss requires a 45.5% gain to breakeven.
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| Event | CVU | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -31.3% | -18.8% |
| % Gain to Breakeven | 45.5% | 23.1% |
| Time to Breakeven | 211 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -43.6% | -9.5% |
| % Gain to Breakeven | 77.2% | 10.5% |
| Time to Breakeven | 368 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -29.7% | -6.7% |
| % Gain to Breakeven | 42.3% | 7.1% |
| Time to Breakeven | 658 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -43.0% | -24.5% |
| % Gain to Breakeven | 75.5% | 32.4% |
| Time to Breakeven | 34 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -67.7% | -33.7% |
| % Gain to Breakeven | 209.5% | 50.9% |
| Time to Breakeven | 300 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -23.0% | -12.2% |
| % Gain to Breakeven | 29.9% | 13.9% |
| Time to Breakeven | 493 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -27.9% | -6.8% |
| % Gain to Breakeven | 38.7% | 7.3% |
| Time to Breakeven | 872 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -33.2% | -17.9% |
| % Gain to Breakeven | 49.7% | 21.8% |
| Time to Breakeven | 66 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -57.7% | -53.4% |
| % Gain to Breakeven | 136.4% | 114.4% |
| Time to Breakeven | 410 days | 1085 days |
In The Past
CPI Aerostructures's stock fell -31.3% during the 2025 US Tariff Shock. Such a loss loss requires a 45.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About CPI Aerostructures (CVU)
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The Foxconn of specialized aircraft structural components.
Like a specialized Magna International, but for aircraft structural components.
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Products
- Structural Aircraft Parts: Manufactures structural components for fixed-wing aircraft and helicopters for both commercial and defense markets.
- Aero Systems: Produces specialized systems such as reconnaissance pod structures and fuel panel systems.
- MRO and Kitting Parts: Supplies various components specifically for aircraft maintenance, repair, overhaul, and kitting contracts.
Services
- Engineering and Program Management: Provides expertise in aircraft engineering and manages complex aerospace programs.
- Supply Chain Management: Offers services for managing the procurement and logistics of aircraft parts.
- Maintenance, Repair, and Overhaul (MRO) Services: Delivers comprehensive services for aircraft upkeep and repair.
- Kitting Services: Assembles and provides complete kits of parts for specific aerospace applications.
AI Analysis | Feedback
CPI Aerostructures, Inc. (CVU) primarily sells to other companies and governmental entities, acting as a subcontractor for defense and commercial contractors, and as a direct contractor for the United States Department of Defense.
Its major customers include:
- The Boeing Company (symbol: BA)
- Northrop Grumman Corporation (symbol: NOC)
- United States Department of Defense
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Dorith Hakim, President and Chief Executive Officer
Dorith Hakim was appointed President and Chief Executive Officer of CPI Aero in March 2022. She possesses diverse and extensive experience within the aerospace industry. Prior to her role at CPI Aero, Ms. Hakim served as Group Vice President of Parker Hannifin Aerospace, where she managed global supply chain operations across 11 divisions, 25 manufacturing sites, and two joint ventures, overseeing $1.9 billion in spending. Before joining Parker Hannifin, she held positions at Triumph Group, including Vice President of Corporate Program Management and Operations Excellence, and Vice President of Program Management Precision Components. Ms. Hakim also spent over two decades at Bell Helicopter in various leadership capacities.
Robert Mannix, Chief Financial Officer
Robert Mannix was named Chief Financial Officer of CPI Aero in December 2025. He brings over 30 years of experience in financial operations within publicly traded companies, encompassing accounting, financial reporting, audit and compliance, treasury, tax, and financial planning and analysis. Before his tenure at CPI Aero, Mr. Mannix served as Executive Vice President, Chief Accounting Officer, and Head of Tax & Treasury at West Technology Group. His previous roles also include SVP and Corporate Controller at Verint Systems and senior finance positions at Motorola. Mr. Mannix commenced his career at Ernst & Young, where he led audit and advisory engagements for various industries.
Jay Mulhall, Vice President of Business Development
Jay Mulhall has more than 30 years of experience within the aerospace industry.
April Galena, Vice President of Human Resources & Administration
April Galena joined CPI Aero as Vice President of Human Resources and Administration in November 2021. Prior to her current role, Ms. Galena held several Human Resources leadership positions in the Construction, Manufacturing, and Professional Services sectors.
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The key risks to CPI Aerostructures (CVU) primarily revolve around its significant financial challenges, inherent dependence on government defense contracts within a cyclical industry, and operational hurdles including supply chain and production cost volatility.
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Significant Financial Weaknesses: CPI Aerostructures faces substantial financial difficulties, characterized by declining revenue growth and negative profitability metrics. The company has reported negative earnings per share (EPS), net income, return on assets (ROA), and return on invested capital (ROIC). Its debt-to-equity ratio is high, and cash per share is notably low, suggesting limited financial cushioning for operational disruptions or unexpected expenses. Furthermore, the company's Altman Z-Score indicates a "distress zone," signaling a potential risk of bankruptcy within the near future. A material weakness in internal control over financial reporting has also been identified.
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Dependence on Government Contracts and Aerospace & Defense Industry Cyclicality: As a significant contractor and subcontractor for the United States Department of Defense and prime defense contractors, CPI Aerostructures is heavily exposed to government spending decisions, budget fluctuations, and the cyclical nature of the aerospace and defense industry. Cancellations, terminations, or reductions of existing contracts could have a material adverse effect on the company's business, financial condition, and results of operations. While the company aims to diversify into commercial aircraft structures, its core business remains deeply tied to defense sector dynamics.
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Operational and Production Risks: CPI Aerostructures is exposed to various operational and production-related risks. These include risks associated with the costs of production, such as commodity price fluctuations, future contracts, and inventory management. The company's reliance on estimates when accounting for long-term contracts means that changes in these estimates can significantly affect profitability. Furthermore, supply chain disruptions and the termination of specific programs, such as the A-10 Program, have led to substantial write-offs, highlighting vulnerabilities in their production and program management.
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The emergence of advanced additive manufacturing (3D printing) technologies capable of producing large, primary structural aircraft components could significantly disrupt the traditional contract manufacturing processes that CPI Aerostructures specializes in. As 3D printing advances beyond prototyping and non-critical parts to encompass high-performance, load-bearing structures for fixed-wing aircraft and helicopters, it could allow for the production of complex, integrated parts with fewer components, lighter weight, and potentially lower assembly costs, thereby challenging the demand for conventionally manufactured and assembled structural parts.
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Addressable Markets for CPI Aerostructures (CVU)
CPI Aerostructures operates within two primary addressable markets: the global aerospace parts manufacturing market and the global aircraft Maintenance, Repair, and Overhaul (MRO) market.
Aerospace Parts Manufacturing Market (Structural Aircraft Parts, Aero Systems)
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Global: The global aerospace parts manufacturing market was valued at approximately USD 850.20 billion in 2024 and is projected to reach USD 1255.85 billion by 2030, exhibiting a Compound Annual Growth Rate (CAGR) of 6.72% during this period. Other estimates indicate a market size of around USD 956.5 billion in 2024, anticipated to reach USD 1,599.5 billion by 2034 with a CAGR of 5.28%.
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U.S.: The U.S. aerospace parts manufacturing market was estimated at USD 424.23 billion in 2023 and is expected to grow to USD 476.00 billion by 2030, with a CAGR of 1.7% from 2024 to 2030.
Aircraft Maintenance, Repair, and Overhaul (MRO) Market (MRO parts, engineering, program management, supply chain management, kitting, and MRO services)
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Global: The global aircraft MRO market was estimated at USD 90.85 billion in 2024 and is projected to reach USD 120.96 billion by 2030, growing at a CAGR of 4.75% from 2025 to 2030. Another source suggests the global aircraft MRO market size was approximately USD 120.3 billion in 2025 and is anticipated to reach around USD 172.73 billion by 2035.
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U.S.: The U.S. Aircraft MRO Market is projected to grow from USD 51.69 billion in 2024 to USD 110.56 billion by 2035, exhibiting a CAGR of 7.16% during the forecast period (2025 - 2035). Separately, the United States aircraft MRO market is expected to grow from USD 33.60 billion in 2024 to USD 44.58 billion in 2032.
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```htmlHere are 3-5 expected drivers of future revenue growth for CPI Aerostructures (CVU) over the next 2-3 years:
- Strong Defense Contract Backlog: CPI Aerostructures has a substantial backlog, largely driven by long-term defense contracts. For instance, the company reported a backlog of $516 million in May 2025, which includes new awards from prominent defense contractors, indicating a robust future revenue pipeline.
- Key Defense Program Participation: The company's continued involvement and new contracts within significant defense programs are expected to fuel revenue growth. These include assemblies for the F-16 (Lockheed) and A-10 (Boeing) aircraft, as well as components for platforms like the E-2D Advanced Hawkeye, F-35 Lightning II, B-52 Bomber, and various helicopter and reconnaissance pod systems.
- Commercial Aviation Programs: Despite a strong defense focus, CPI Aerostructures continues to manufacture parts for commercial aircraft. Products for the Gulfstream G650/G700 and Embraer Phenom 300 business jets, alongside the S-92 helicopter, represent ongoing revenue streams, with potential for growth from future orders, such as those for the Gulfstream G650.
- Operational Improvements and Portfolio Optimization: The company is committed to enhancing operational efficiencies and optimizing its product portfolio. This strategic focus, evidenced by improved gross profit margins in certain areas, aims to drive growth and improve customer satisfaction, contributing to future revenue.
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Share Repurchases
- CPI Aerostructures had a negative buyback yield of -2.04% over the last 12 months, indicating net share issuance rather than repurchases.
Share Issuance
- The number of shares outstanding increased by 2.04% in one year.
- The number of shares outstanding for CPI Aerostructures was approximately 13.03 million as of February 19, 2026.
- Shareholders approved a 2025 Long-Term Incentive Plan authorizing up to 800,000 new common shares for equity awards.
Inbound Investments
- CPI Aerostructures entered into a new Loan and Security Agreement with Western Alliance Bank, providing a $10,000,000 revolving credit line and a $10,000,000 term loan.
- Both facilities bear interest at a variable rate based on 1-month Term SOFR plus a margin and mature on December 12, 2030, with the term loan repaid in quarterly installments starting April 5, 2026.
Capital Expenditures
- Capital expenditures were approximately -$137,472 in the last 12 months.
- Annual capital expenditures were -$0.4 million in FY 2024, -$0.14 million in FY 2023, -$0.04 million in FY 2022, and -$0.03 million in FY 2021.
- Adjusted Capital Expenditures for CPI Aerostructures, Inc. was USD -963 in 2025, representing a 99.2% increase year-over-year.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 84.32 |
| Mkt Cap | 2.3 |
| Rev LTM | 840 |
| Op Inc LTM | 73 |
| FCF LTM | -3 |
| FCF 3Y Avg | 5 |
| CFO LTM | -3 |
| CFO 3Y Avg | 21 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.6% |
| Rev Chg 3Y Avg | 4.8% |
| Rev Chg Q | 12.0% |
| QoQ Delta Rev Chg LTM | 2.8% |
| Op Inc Chg LTM | 81.0% |
| Op Inc Chg 3Y Avg | 21.8% |
| Op Mgn LTM | 8.5% |
| Op Mgn 3Y Avg | 5.5% |
| QoQ Delta Op Mgn LTM | 1.1% |
| CFO/Rev LTM | -2.7% |
| CFO/Rev 3Y Avg | 2.1% |
| FCF/Rev LTM | -4.2% |
| FCF/Rev 3Y Avg | 0.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.3 |
| P/S | 1.4 |
| P/Op Inc | 22.6 |
| P/EBIT | 22.3 |
| P/E | 26.4 |
| P/CFO | -3.5 |
| Total Yield | 1.5% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 1.3% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 9.3% |
| 3M Rtn | 6.4% |
| 6M Rtn | 60.2% |
| 12M Rtn | 71.5% |
| 3Y Rtn | 107.9% |
| 1M Excs Rtn | 7.2% |
| 3M Excs Rtn | -2.6% |
| 6M Excs Rtn | 57.7% |
| 12M Excs Rtn | 48.4% |
| 3Y Excs Rtn | 47.3% |
Price Behavior
| Market Price | $4.98 | |
| Market Cap ($ Bil) | 0.1 | |
| Distance from 52W High | -4.8% | |
| 50 Days | 200 Days | |
| DMA Price | $3.99 | $3.43 |
| DMA Trend | up | indeterminate |
| Distance from DMA | 24.7% | 45.1% |
| 3M | 1YR | |
| Volatility | 66.5% | 61.2% |
| Downside Capture | 64.26 | 10.80 |
| Upside Capture | 55.69 | 70.39 |
| Correlation (SPY) | 28.5% | 18.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.99 | 0.66 | 1.28 | 1.35 | 0.93 | 0.78 |
| Up Beta | -0.32 | 1.91 | 1.69 | 1.64 | 1.19 | 0.78 |
| Down Beta | 6.06 | 4.74 | 2.12 | 3.48 | 2.18 | 1.18 |
| Up Capture | 356% | 59% | 121% | 128% | 59% | 26% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 12 | 21 | 31 | 63 | 115 | 345 |
| Down Capture | -447% | -405% | 51% | -38% | 6% | 79% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 5 | 16 | 27 | 56 | 122 | 362 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CVU | |
|---|---|---|---|---|
| CVU | 64.3% | 61.1% | 1.05 | - |
| Sector ETF (XLI) | 22.5% | 15.5% | 1.11 | 24.5% |
| Equity (SPY) | 26.2% | 12.1% | 1.63 | 18.5% |
| Gold (GLD) | 28.6% | 26.9% | 0.91 | 6.6% |
| Commodities (DBC) | 37.4% | 19.0% | 1.54 | -3.2% |
| Real Estate (VNQ) | 11.0% | 13.4% | 0.53 | 20.7% |
| Bitcoin (BTCUSD) | -40.1% | 42.4% | -1.09 | 11.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CVU | |
|---|---|---|---|---|
| CVU | 10.9% | 55.8% | 0.41 | - |
| Sector ETF (XLI) | 12.2% | 17.4% | 0.54 | 27.5% |
| Equity (SPY) | 13.5% | 17.1% | 0.62 | 24.6% |
| Gold (GLD) | 17.4% | 18.1% | 0.78 | 5.4% |
| Commodities (DBC) | 9.3% | 19.4% | 0.37 | 8.7% |
| Real Estate (VNQ) | 2.6% | 18.8% | 0.04 | 22.0% |
| Bitcoin (BTCUSD) | 10.7% | 54.6% | 0.39 | 13.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CVU | |
|---|---|---|---|---|
| CVU | 0.1% | 55.4% | 0.23 | - |
| Sector ETF (XLI) | 14.0% | 20.0% | 0.62 | 32.2% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 30.3% |
| Gold (GLD) | 13.1% | 16.0% | 0.68 | 4.0% |
| Commodities (DBC) | 7.1% | 18.0% | 0.32 | 14.7% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 26.3% |
| Bitcoin (BTCUSD) | 62.6% | 66.9% | 1.02 | 12.4% |
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Returns Analyses
Earnings Returns History
Updated 6/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/18/2026 | 15.1% | 22.7% | |
| 3/31/2026 | -13.0% | -11.5% | -8.2% |
| 11/14/2025 | 16.6% | 29.8% | 66.8% |
| 8/19/2025 | 4.5% | -11.2% | -4.1% |
| 5/15/2025 | -6.1% | -11.3% | -11.8% |
| 11/14/2024 | -11.5% | 10.0% | 12.1% |
| 8/13/2024 | 12.5% | 11.6% | 25.0% |
| 5/16/2024 | -4.1% | -11.9% | -14.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 10 | 8 |
| # Negative | 9 | 9 | 10 |
| Median Positive | 6.1% | 10.8% | 18.5% |
| Median Negative | -4.1% | -11.5% | -10.5% |
| Max Positive | 16.6% | 29.8% | 66.8% |
| Max Negative | -13.0% | -27.0% | -17.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/15/2026 | 10-Q |
| 12/31/2025 | 03/31/2026 | 10-K |
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/19/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 08/13/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/08/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/21/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 04/14/2023 | 10-K |
| 09/30/2022 | 11/21/2022 | 10-Q |
| 06/30/2022 | 09/29/2022 | 10-Q |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Carey, Bond E | Direct | Buy | 6122025 | 2.88 | 10,000 | 28,790 | 620,473 | Form |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Aerospace & Defense Resources |
| Defense News |
| FlightGlobal |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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