CPI Aerostructures (CVU)
Market Price (11/6/2026): $4.38 | Market Cap: $58.0 MilSector: Industrials | Industry: Aerospace & Defense
CPI Aerostructures (CVU)
Market Price (11/6/2026): $4.38Market Cap: $58.0 MilSector: IndustrialsIndustry: Aerospace & Defense
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.5% Megatrend and thematic driversMegatrends include Advanced Aviation & Space. Themes include Aerospace Component Manufacturing, Defense Aviation Support, and Commercial Aviation Support. | Weak multi-year price returns2Y Excs Rtn is -0.8%, 3Y Excs Rtn is -36% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.1% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -3.1%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -3.2% Key risksCVU key risks include [1] significant financial distress, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.5% |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space. Themes include Aerospace Component Manufacturing, Defense Aviation Support, and Commercial Aviation Support. |
| Weak multi-year price returns2Y Excs Rtn is -0.8%, 3Y Excs Rtn is -36% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.1% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -3.1%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -3.2% |
| Key risksCVU key risks include [1] significant financial distress, Show more. |
Qualitative Assessment
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CPI Aerostructures (CVU) stock has lost about 10% since 7/31/2026 because of the following key factors:
1. Heightened Financial Constraints and Liquidity Concerns.
CPI Aerostructures (CVU) faced significant financial constraints, which likely contributed to its stock decline. As of fiscal Q2 2026 (ended June 30, 2026), the company held only $0.8 million in cash while carrying $19.1 million in borrowings. This tight liquidity position was highlighted by Zacks Investment Research in their "Neutral" rating initiation on October 16, 2026, raising concerns among investors regarding the company's financial flexibility.
2. Risks from Customer Concentration and Contractual Uncertainties.
The company's reliance on a concentrated customer base and ongoing contractual uncertainties presented notable risks. Three major customers accounted for 70% of CPI Aerostructures' first-half fiscal 2026 revenues, exposing the company to considerable revenue volatility should any of these relationships change. Furthermore, an unresolved contract dispute concerning the Boeing A-10 program and a reported weakness in commercial and prime government revenues added to investor apprehension regarding future operating performance.
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CPI Aerostructures (CVU) stock has lost about 10% since 7/31/2026 because of the following key factors:
1. Heightened Financial Constraints and Liquidity Concerns.
CPI Aerostructures (CVU) faced significant financial constraints, which likely contributed to its stock decline. As of fiscal Q2 2026 (ended June 30, 2026), the company held only $0.8 million in cash while carrying $19.1 million in borrowings. This tight liquidity position was highlighted by Zacks Investment Research in their "Neutral" rating initiation on October 16, 2026, raising concerns among investors regarding the company's financial flexibility.
2. Risks from Customer Concentration and Contractual Uncertainties.
The company's reliance on a concentrated customer base and ongoing contractual uncertainties presented notable risks. Three major customers accounted for 70% of CPI Aerostructures' first-half fiscal 2026 revenues, exposing the company to considerable revenue volatility should any of these relationships change. Furthermore, an unresolved contract dispute concerning the Boeing A-10 program and a reported weakness in commercial and prime government revenues added to investor apprehension regarding future operating performance.
3. Analyst Initiates "Neutral" Rating.
On October 16, 2026, Zacks Investment Research initiated coverage of CPI Aerostructures with a "Neutral" recommendation. This rating, while acknowledging positives such as improving profitability and a growing order backlog of $533.1 million (as of June 30, 2026), specifically underscored the company's financial constraints, customer concentration, and contractual uncertainties as key concerns. This analyst assessment, highlighting substantial risks, likely weighed on investor sentiment and contributed to the stock's approximate 8.2% decline from a closing price of $5.24 on August 31, 2026, to $4.81 on October 30, 2026.
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Stock Movement Drivers
Fundamental Drivers
The -11.0% change in CVU stock from 7/31/2026 to 11/5/2026 was primarily driven by a -58.8% change in the company's P/E Multiple.| (LTM values as of) | 7312026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.01 | 4.46 | -11.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 71 | 74 | 3.4% |
| Net Income Margin (%) | 2.4% | 5.1% | 110.0% |
| P/E Multiple | 37.5 | 15.4 | -58.8% |
| Shares Outstanding (Mil) | 13 | 13 | -0.3% |
| Cumulative Contribution | -11.0% |
Market Drivers
7/31/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| CVU | -11.0% | |
| Market (SPY) | -1.9% | 31.7% |
| Sector (XLI) | -9.7% | 36.4% |
Fundamental Drivers
The 23.9% change in CVU stock from 4/30/2026 to 11/5/2026 was primarily driven by a 16.3% change in the company's P/S Multiple.| (LTM values as of) | 4302026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.60 | 4.46 | 23.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 69 | 74 | 6.3% |
| P/S Multiple | 0.7 | 0.8 | 16.3% |
| Shares Outstanding (Mil) | 13 | 13 | 0.2% |
| Cumulative Contribution | 23.9% |
Market Drivers
4/30/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| CVU | 23.9% | |
| Market (SPY) | 2.3% | 26.6% |
| Sector (XLI) | -6.7% | 22.1% |
Fundamental Drivers
The 79.1% change in CVU stock from 10/31/2025 to 11/5/2026 was primarily driven by a 76.8% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.49 | 4.46 | 79.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 72 | 74 | 2.6% |
| P/S Multiple | 0.4 | 0.8 | 76.8% |
| Shares Outstanding (Mil) | 13 | 13 | -1.2% |
| Cumulative Contribution | 79.1% |
Market Drivers
10/31/2025 to 11/5/2026| Return | Correlation | |
|---|---|---|
| CVU | 79.1% | |
| Market (SPY) | 8.4% | 25.9% |
| Sector (XLI) | 5.7% | 27.6% |
Fundamental Drivers
The 47.6% change in CVU stock from 10/31/2023 to 11/5/2026 was primarily driven by a 340.9% change in the company's P/E Multiple.| (LTM values as of) | 10312023 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.02 | 4.46 | 47.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 87 | 74 | -15.2% |
| Net Income Margin (%) | 12.5% | 5.1% | -59.4% |
| P/E Multiple | 3.5 | 15.4 | 340.9% |
| Shares Outstanding (Mil) | 13 | 13 | -2.7% |
| Cumulative Contribution | 47.6% |
Market Drivers
10/31/2023 to 11/5/2026| Return | Correlation | |
|---|---|---|
| CVU | 47.6% | |
| Market (SPY) | 81.3% | 23.2% |
| Sector (XLI) | 71.8% | 26.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CVU Return | -29% | 17% | -15% | 48% | -2% | 13% | 16% |
| Peers Return | -10% | -11% | 22% | 9% | 75% | 12% | 109% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| CVU Win Rate | 25% | 33% | 42% | 50% | 42% | 27% | |
| Peers Win Rate | 35% | 42% | 52% | 50% | 58% | 48% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| CVU Max Drawdown | -56% | -52% | -52% | -22% | -64% | -33% | |
| Peers Max Drawdown | -43% | -42% | -33% | -32% | -30% | -38% | |
| 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 11/5/2026 (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)
CPI Aerostructures (CVU) is a contract manufacturer specializing in the production of structural aircraft parts for both fixed-wing aircraft and helicopters. The company primarily serves the aerospace industry by supplying critical components for original equipment manufacturing (OEM) and providing specialized aero systems, such as reconnaissance pod structures and fuel panel systems.
Beyond manufacturing, CVU offers a comprehensive suite of services including engineering, program management, supply chain management, and kitting. A significant portion of its business involves supplying parts and services for maintenance, repair, and overhaul (MRO) operations. Its product catalog includes diverse items like wing sets, engine inlet assemblies, machine gunner window assemblies, and various other complex structural and composite components for aircraft.
The company operates across both the commercial and defense markets. CPI Aerostructures acts as a subcontractor for leading defense and commercial aerospace contractors, and also secures direct contracts with the United States Department of Defense. This dual market presence establishes CVU as a key supplier in both military and civilian aviation supply chains.
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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.
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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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Here 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.
Peer Outperformance in Aerospace & Defense
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Marine Transportation | 5 | 25.1% | 30.2% | 102.9% | MATX 155% · KEX 103% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 6.3% | 55.5% | 95.0% | ALSN 255% · WAB 204% · CAT 192% |
| Construction & Engineering | 29 | -21.3% | 79.9% | 94.8% | FIX 895% · STRL 799% · AGX 526% |
| Aerospace & Defense ← | 54 | -12.6% | 55.7% | 49.5% | ATI 849% · FTAI 756% · HWM 509% |
| Trading Companies & Distributors | 19 | 5.6% | 30.7% | 33.8% | DXPE 276% · AIT 184% · URI 177% |
| Industrial Machinery & Supplies & Components | 71 | 0.3% | 46.1% | 29.7% | CRS 797% · MLI 298% · SYM 249% |
| Rail Transportation | 7 | 34.9% | 53.7% | 27.8% | CSX 54% · UNP 40% · NSC 28% |
| Diversified Support Services | 33 | 14.8% | 36.8% | 21.3% | CXW 195% · OPLN 143% · CTAS 115% |
| Building Products | 34 | -6.6% | 9.3% | 10.6% | MOD 714% · GFF 345% · TT 126% |
| Cargo Ground Transportation | 16 | 27.9% | 14.6% | 4.8% | XPO 269% · R 250% · ARCB 25% |
| Industrial Conglomerates | 17 | 14.8% | -1.6% | -1.3% | CSW 103% · CSL 72% · DD 65% |
| Office Services & Supplies | 10 | 20.8% | 22.5% | -2.6% | PBI 158% · TILE 140% · HNI 40% |
| Electrical Components & Equipment | 39 | -14.2% | 56.2% | -12.1% | POWL 1360% · VRT 543% · BE 424% |
| Data Processing & Outsourced Services | 6 | -11.8% | 5.0% | -12.7% | EXLS 59% · BR 22% · G -12% |
| Research & Consulting Services | 13 | 4.9% | -15.5% | -22.6% | HURN 227% · FCN 36% · BAH 14% |
| Agricultural & Farm Machinery | 16 | 7.2% | -7.4% | -27.4% | BLBD 171% · DE 99% · TTC 15% |
| Security & Alarm Services | 9 | -51.2% | 10.7% | -28.0% | BCO 65% |
| Environmental & Facilities Services | 29 | -31.2% | 25.5% | -28.1% | GEO 163% · CLH 162% · RSG 100% |
| Passenger Airlines | 11 | 2.6% | 64.1% | -34.8% | LTM 3100% · UAL 110% · DAL 100% |
| Air Freight & Logistics | 12 | -28.8% | -7.3% | -39.1% | FDX 80% · EXPD 60% · CHRW 54% |
| Human Resource & Employment Services | 22 | 19.2% | -6.0% | -42.4% | ADP 50% · FA 22% · PAYX 13% |
| Passenger Ground Transportation | 3 | -14.1% | 42.9% | -57.4% | UBER 46% · CAR -57% · LYFT -67% |
| Airport Services | 4 | -49.1% | -62.8% | -86.2% | JOBY -47% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 53.69 |
| Mkt Cap | 2.0 |
| Rev LTM | 878 |
| Op Inc LTM | 95 |
| FCF LTM | -2 |
| FCF 3Y Avg | 20 |
| CFO LTM | 3 |
| CFO 3Y Avg | 35 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.0% |
| Rev Chg 3Y Avg | 5.3% |
| Rev Chg Q | 15.8% |
| QoQ Delta Rev Chg LTM | 3.4% |
| Op Inc Chg LTM | 86.3% |
| Op Inc Chg 3Y Avg | 33.9% |
| Op Mgn LTM | 8.2% |
| Op Mgn 3Y Avg | 6.0% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 0.3% |
| CFO/Rev 3Y Avg | 2.6% |
| FCF/Rev LTM | -1.5% |
| FCF/Rev 3Y Avg | 1.1% |
Price Behavior
| Market Price | $4.46 | |
| Market Cap ($ Bil) | 0.1 | |
| Distance from 52W High | -23.9% | |
| 50 Days | 200 Days | |
| DMA Price | $5.03 | $4.59 |
| DMA Trend | down | up |
| Distance from DMA | -11.4% | -2.9% |
| 3M | 1YR | |
| Volatility | 33.7% | 59.5% |
| Downside Capture | 32.15 | -6.59 |
| Upside Capture | -8.35 | 86.78 |
| Correlation (S&P 500) | 12.3% | 23.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.27 | 0.13 | 0.26 | 0.85 | 1.09 | 0.77 |
| Up Beta | -0.16 | -0.48 | -0.43 | 0.79 | 1.52 | 0.77 |
| Down Beta | 0.88 | 1.49 | 2.39 | 2.52 | 3.05 | 1.21 |
| Up Capture | -61% | -49% | -20% | 51% | 52% | 25% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 8 | 16 | 27 | 57 | 118 | 343 |
| Down Capture | 54% | 20% | 0% | -6% | -16% | 75% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 12 | 21 | 31 | 60 | 122 | 364 |
[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 | 102.4% | 59.5% | 1.40 | - |
| Sector ETF (XLI) | 7.4% | 17.8% | 0.24 | 27.2% |
| Equity (SPY) | 9.5% | 13.6% | 0.41 | 25.8% |
| Gold (GLD) | 3.6% | 28.7% | 0.11 | 9.7% |
| Commodities (DBC) | 37.7% | 21.2% | 1.40 | -6.9% |
| Real Estate (VNQ) | 12.0% | 14.2% | 0.55 | 22.6% |
| Bitcoin (BTCUSD) | -20.8% | 43.3% | -0.42 | 6.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CVU | |
|---|---|---|---|---|
| CVU | 14.7% | 55.9% | 0.47 | - |
| Sector ETF (XLI) | 10.8% | 17.7% | 0.45 | 28.3% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 25.7% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | 7.1% |
| Commodities (DBC) | 8.0% | 19.6% | 0.29 | 6.5% |
| Real Estate (VNQ) | 1.2% | 18.9% | -0.05 | 22.2% |
| Bitcoin (BTCUSD) | 5.9% | 51.5% | 0.29 | 13.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CVU | |
|---|---|---|---|---|
| CVU | -1.1% | 55.7% | 0.20 | - |
| Sector ETF (XLI) | 12.9% | 20.1% | 0.56 | 32.6% |
| Equity (SPY) | 14.9% | 18.0% | 0.70 | 30.7% |
| Gold (GLD) | 12.0% | 16.5% | 0.59 | 4.7% |
| Commodities (DBC) | 7.6% | 18.1% | 0.33 | 13.5% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.23 | 26.3% |
| Bitcoin (BTCUSD) | 61.3% | 66.2% | 1.01 | 12.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/16/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/13/2026 | 3.5% | -3.9% | -11.3% |
| 5/18/2026 | 15.1% | 22.7% | 34.5% |
| 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% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 10 | 9 |
| # Negative | 8 | 9 | 10 |
| Median Positive | 4.5% | 10.8% | 25.0% |
| Median Negative | -5.1% | -11.3% | -10.5% |
| Max Positive | 16.6% | 29.8% | 66.8% |
| Max Negative | -13.0% | -27.0% | -14.2% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/13/2026 | 3.5% | -3.9% | -11.3% |
| 5/18/2026 | 15.1% | 22.7% | 34.5% |
| 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% |
| 11/14/2023 | -10.0% | -22.4% | -13.0% |
| 8/22/2023 | 2.4% | 0.0% | -11.4% |
| 5/15/2023 | -3.6% | 0.6% | 11.2% |
| 11/21/2022 | 10.2% | 27.1% | 38.8% |
| 9/30/2022 | 0.0% | -27.0% | 3.4% |
| 5/16/2022 | -2.5% | -1.3% | -1.3% |
| 12/27/2021 | 3.2% | 9.2% | -6.0% |
| 4/16/2021 | -3.7% | -2.6% | -9.7% |
| 1/4/2021 | 2.1% | 3.6% | 1.3% |
| 11/12/2020 | 7.8% | 16.5% | 42.4% |
| SUMMARY STATS | |||
| # Positive | 11 | 10 | 9 |
| # Negative | 8 | 9 | 10 |
| Median Positive | 4.5% | 10.8% | 25.0% |
| Median Negative | -5.1% | -11.3% | -10.5% |
| Max Positive | 16.6% | 29.8% | 66.8% |
| Max Negative | -13.0% | -27.0% | -14.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/13/2026 | 10-Q |
| 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 |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/13/2026 | 10-Q |
| 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 |
| 03/31/2022 | 09/06/2022 | 10-Q |
| 12/31/2021 | 08/19/2022 | 10-K |
| 09/30/2021 | 05/16/2022 | 10-Q |
| 06/30/2021 | 04/19/2022 | 10-Q |
| 03/31/2021 | 12/27/2021 | 10-Q |
| 12/31/2020 | 04/15/2021 | 10-K |
| 09/30/2020 | 12/31/2020 | 10-Q |
| 06/30/2020 | 11/16/2020 | 10-Q |
| 03/31/2020 | 09/30/2020 | 10-Q |
| 12/31/2019 | 08/25/2020 | 10-K |
| 09/30/2019 | 11/08/2019 | 10-Q |
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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