Innovative Solutions and Support (ISSC)
Market Price (5/20/2026): $15.84 | Market Cap: $282.0 MilSector: Industrials | Industry: Aerospace & Defense
Innovative Solutions and Support (ISSC)
Market Price (5/20/2026): $15.84Market Cap: $282.0 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 6.1% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 39% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 25% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% Megatrend and thematic driversMegatrends include Advanced Aviation & Space. Themes include Advanced Air Mobility, and Drone Technology. | Key risksISSC key risks include [1] integration and execution challenges from its Honeywell acquisition causing margin pressure and production delays and [2] high customer concentration, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.1% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 39% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 25% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space. Themes include Advanced Air Mobility, and Drone Technology. |
| Key risksISSC key risks include [1] integration and execution challenges from its Honeywell acquisition causing margin pressure and production delays and [2] high customer concentration, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Innovative Solutions and Support (ISSC) stock has lost about 15% since 1/31/2026 because of the following key factors:
1. Decline in F-16 Program Revenue.
Innovative Solutions and Support (ISSC) reported a significant year-over-year decline of $7 million in revenue from its F-16 program during the second quarter of fiscal 2026, which ended March 31, 2026. This decline was attributed to the timing of required approvals for the Improved Programmable Display Generator (IPDG). While the company noted strong organic growth in its commercial aerospace and business aviation segments of approximately 50%, this growth was primarily used to offset the F-16 revenue decrease.
2. Negative Market Reaction to Q2 Earnings.
Despite reporting Q2 2026 revenue of $22.37 million, which exceeded analyst estimates of approximately $21.5 million to $22.2 million, and adjusted earnings per share (EPS) of $0.26 beating the Zacks Consensus Estimate of $0.20, the stock experienced a sharp negative reaction from investors. On May 14, 2026, the day the earnings were released, the stock price fell by 15.44% from $20.59 to $17.41, indicating that investors may have focused on the F-16 program's revenue decline or other underlying concerns rather than the overall revenue beat.
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1. Decline in F-16 Program Revenue.
Innovative Solutions and Support (ISSC) reported a significant year-over-year decline of $7 million in revenue from its F-16 program during the second quarter of fiscal 2026, which ended March 31, 2026. This decline was attributed to the timing of required approvals for the Improved Programmable Display Generator (IPDG). While the company noted strong organic growth in its commercial aerospace and business aviation segments of approximately 50%, this growth was primarily used to offset the F-16 revenue decrease.
2. Negative Market Reaction to Q2 Earnings.
Despite reporting Q2 2026 revenue of $22.37 million, which exceeded analyst estimates of approximately $21.5 million to $22.2 million, and adjusted earnings per share (EPS) of $0.26 beating the Zacks Consensus Estimate of $0.20, the stock experienced a sharp negative reaction from investors. On May 14, 2026, the day the earnings were released, the stock price fell by 15.44% from $20.59 to $17.41, indicating that investors may have focused on the F-16 program's revenue decline or other underlying concerns rather than the overall revenue beat.
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Stock Movement Drivers
Fundamental Drivers
The -15.1% change in ISSC stock from 1/31/2026 to 5/19/2026 was primarily driven by a -21.4% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5192026 | Change |
|---|---|---|---|
| Stock Price ($) | 18.49 | 15.69 | -15.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 84 | 91 | 7.4% |
| Net Income Margin (%) | 18.5% | 18.8% | 1.5% |
| P/E Multiple | 20.9 | 16.4 | -21.4% |
| Shares Outstanding (Mil) | 18 | 18 | -1.0% |
| Cumulative Contribution | -15.1% |
Market Drivers
1/31/2026 to 5/19/2026| Return | Correlation | |
|---|---|---|
| ISSC | -15.1% | |
| Market (SPY) | 6.3% | 45.2% |
| Sector (XLI) | 2.3% | 53.4% |
Fundamental Drivers
The 66.9% change in ISSC stock from 10/31/2025 to 5/19/2026 was primarily driven by a 24.6% change in the company's Net Income Margin (%).| (LTM values as of) | 10312025 | 5192026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.40 | 15.69 | 66.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 77 | 91 | 17.0% |
| Net Income Margin (%) | 15.1% | 18.8% | 24.6% |
| P/E Multiple | 14.1 | 16.4 | 15.8% |
| Shares Outstanding (Mil) | 18 | 18 | -1.1% |
| Cumulative Contribution | 66.9% |
Market Drivers
10/31/2025 to 5/19/2026| Return | Correlation | |
|---|---|---|
| ISSC | 66.9% | |
| Market (SPY) | 8.2% | 41.0% |
| Sector (XLI) | 9.5% | 46.7% |
Fundamental Drivers
The 132.8% change in ISSC stock from 4/30/2025 to 5/19/2026 was primarily driven by a 68.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302025 | 5192026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.74 | 15.69 | 132.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 54 | 91 | 68.2% |
| Net Income Margin (%) | 12.4% | 18.8% | 51.8% |
| P/E Multiple | 17.7 | 16.4 | -7.3% |
| Shares Outstanding (Mil) | 18 | 18 | -1.6% |
| Cumulative Contribution | 132.8% |
Market Drivers
4/30/2025 to 5/19/2026| Return | Correlation | |
|---|---|---|
| ISSC | 132.8% | |
| Market (SPY) | 33.8% | 34.2% |
| Sector (XLI) | 30.3% | 42.4% |
Fundamental Drivers
The 143.3% change in ISSC stock from 4/30/2023 to 5/19/2026 was primarily driven by a 228.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302023 | 5192026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.45 | 15.69 | 143.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 28 | 91 | 228.6% |
| Net Income Margin (%) | 18.5% | 18.8% | 1.9% |
| P/E Multiple | 21.9 | 16.4 | -25.3% |
| Shares Outstanding (Mil) | 17 | 18 | -2.7% |
| Cumulative Contribution | 143.3% |
Market Drivers
4/30/2023 to 5/19/2026| Return | Correlation | |
|---|---|---|
| ISSC | 143.3% | |
| Market (SPY) | 83.3% | 27.6% |
| Sector (XLI) | 76.5% | 33.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ISSC Return | 1% | 25% | 4% | 0% | 122% | -14% | 149% |
| Peers Return | 11% | -1% | 20% | 30% | 22% | 3% | 116% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| ISSC Win Rate | 25% | 58% | 58% | 42% | 58% | 40% | |
| Peers Win Rate | 62% | 43% | 52% | 62% | 63% | 48% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| ISSC Max Drawdown | -24% | -40% | -31% | -42% | -58% | -47% | |
| Peers Max Drawdown | -18% | -27% | -19% | -13% | -19% | -19% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HON, RTX, GRMN, LHX, TDG.
[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 5/19/2026 (YTD)
How Low Can It Go
| Event | ISSC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -34.8% | -18.8% |
| % Gain to Breakeven | 53.4% | 23.1% |
| Time to Breakeven | 37 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -13.7% | -9.5% |
| % Gain to Breakeven | 15.8% | 10.5% |
| Time to Breakeven | 55 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.2% | -6.7% |
| % Gain to Breakeven | 39.2% | 7.1% |
| Time to Breakeven | 246 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -11.1% | -24.5% |
| % Gain to Breakeven | 12.5% | 32.4% |
| Time to Breakeven | 4 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -57.6% | -33.7% |
| % Gain to Breakeven | 135.9% | 50.9% |
| Time to Breakeven | 141 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -17.1% | -19.2% |
| % Gain to Breakeven | 20.7% | 23.8% |
| Time to Breakeven | 68 days | 105 days |
In The Past
Innovative Solutions and Support's stock fell -34.8% during the 2025 US Tariff Shock. Such a loss loss requires a 53.4% gain to breakeven.
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Asset Allocation
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| Event | ISSC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -34.8% | -18.8% |
| % Gain to Breakeven | 53.4% | 23.1% |
| Time to Breakeven | 37 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.2% | -6.7% |
| % Gain to Breakeven | 39.2% | 7.1% |
| Time to Breakeven | 246 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -57.6% | -33.7% |
| % Gain to Breakeven | 135.9% | 50.9% |
| Time to Breakeven | 141 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -23.4% | -12.2% |
| % Gain to Breakeven | 30.6% | 13.9% |
| Time to Breakeven | 178 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -58.4% | -6.8% |
| % Gain to Breakeven | 140.6% | 7.3% |
| Time to Breakeven | 1323 days | 15 days |
| 2013 Taper Tantrum | ||
| % Loss | -23.6% | -0.2% |
| % Gain to Breakeven | 31.0% | 0.2% |
| Time to Breakeven | 7 days | 1 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -24.3% | -17.9% |
| % Gain to Breakeven | 32.1% | 21.8% |
| Time to Breakeven | 433 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -31.5% | -15.4% |
| % Gain to Breakeven | 46.0% | 18.2% |
| Time to Breakeven | 9 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -68.3% | -53.4% |
| % Gain to Breakeven | 215.3% | 114.4% |
| Time to Breakeven | 1458 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -32.7% | -8.6% |
| % Gain to Breakeven | 48.5% | 9.5% |
| Time to Breakeven | 5332 days | 47 days |
In The Past
Innovative Solutions and Support's stock fell -34.8% during the 2025 US Tariff Shock. Such a loss loss requires a 53.4% 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 Innovative Solutions and Support (ISSC)
Innovative Solutions and Support, Inc., a systems integrator, designs, develops, manufactures, sells, and services flight guidance, autothrottle, and cockpit display systems in the United States and internationally. It offers flat panel display systems that replicate the display of analog or digital displays on one screen and replace existing displays in legacy aircraft, as well as used for security monitoring on-board aircraft and as tactical workstations on military aircraft; and flight management systems that complement the flat panel display system upgrade for commercial air transport aircraft. The company also provides integrated standby units, which incorporate the measurement and display of attitude, altitude, airspeed, and navigation data into a single standby/backup navigation instrument for military, commercial air transport, and corporate/general aviation applications. In addition, it offers digital air data computers that calculate various air data parameters, such as altitude, airspeed, vertical speed, angle of attack, and other information; integrated air data computers and display units, which calculate and convey air data information; altitude displays that convey aircraft altitude measurements; airspeed displays that convey various airspeed measurements; and altitude alerters. Further, the company offers the engine and fuel displays that convey information related to fuel and oil levels, and engine activity, including oil and hydraulic pressure and temperature; integrated global navigation systems; ThrustSense, a full regime autothrottle; and utility management systems. It serves commercial air transport carriers and corporate/general aviation companies, the Department of Defense and its commercial contractors, aircraft operators, aircraft modification centers, government agencies, and foreign militaries, as well as original equipment manufacturers. Innovative Solutions and Support, Inc. was incorporated in 1988 and is based in Exton, Pennsylvania.
AI Analysis | Feedback
Here are a couple of brief analogies for Innovative Solutions and Support (ISSC):
- They're like a specialized Garmin, focused on the sophisticated cockpit display and flight control systems for commercial and military aircraft.
- Think of them as the Bosch for aircraft cockpits, providing critical display and flight management systems for both new and legacy planes.
AI Analysis | Feedback
```html- Flat Panel Display Systems: These systems replicate and replace aircraft displays, also serving as security monitoring and tactical workstation displays.
- Flight Management Systems: Complementary systems designed to enhance flat panel display upgrades for commercial air transport aircraft.
- Integrated Standby Units: Single instruments that combine the measurement and display of attitude, altitude, airspeed, and navigation data.
- Digital Air Data Computers: Devices that calculate various air data parameters, including altitude, airspeed, vertical speed, and angle of attack.
- Integrated Air Data Computers and Display Units: Systems that calculate and convey comprehensive air data information.
- Altitude Displays: Instruments specifically designed to convey aircraft altitude measurements.
- Airspeed Displays: Instruments that convey various airspeed measurements to pilots.
- Altitude Alerters: Systems that provide alerts related to aircraft altitude.
- Engine and Fuel Displays: Displays that convey vital information regarding fuel and oil levels, as well as engine activity and pressures.
- Integrated Global Navigation Systems: Comprehensive systems providing global navigation capabilities.
- ThrustSense: A full regime autothrottle system.
- Utility Management Systems: Systems designed for managing various aircraft utilities.
AI Analysis | Feedback
Innovative Solutions and Support (ISSC) primarily sells its products and services to other companies and governmental/military organizations. Its major customers fall into the following categories:
- Commercial air transport carriers
- Corporate/general aviation companies
- The Department of Defense and its commercial contractors
- Aircraft operators
- Aircraft modification centers
- Government agencies
- Foreign militaries
- Original Equipment Manufacturers (OEMs)
The provided background information does not list specific named customer companies or their public symbols, but rather categories of organizations that ISSC serves.
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Dr. Shahram Askarpour
Chief Executive Officer and President
Dr. Shahram Askarpour joined Innovative Solutions and Support (ISSC) in 2003 as Vice President of Engineering. He was promoted to President in March 2012 and subsequently appointed Chief Executive Officer in January 2022. Dr. Askarpour brings over 40 years of experience in the aerospace industry, holding various technical and managerial positions. Before his tenure at ISSC, he worked for Smiths Aerospace (a division of Smiths Group PLC), Instrumentation Technology, and Marconi Avionics. He is credited with several aviation patents and has a strong academic background, including an undergraduate degree in Electrical Engineering from Middlesex University, a postgraduate Certificate in Systems Engineering, and a PhD in Automatic Control from Brunel University London. Additionally, he has completed management courses at Carnegie Mellon University and finance courses at the Wharton School.
Jeffrey DiGiovanni
Chief Financial Officer
Jeffrey DiGiovanni was appointed Chief Financial Officer of Innovative Solutions and Support, effective April 8, 2024. Prior to joining ISSC, Mr. DiGiovanni served as Senior Vice President and Chief Financial Officer of StoneMor Inc. (formerly NYSE: STON), a provider of funeral and cemetery products and services, from September 2019 to May 2023. He also held the position of StoneMor Inc.'s Chief Accounting Officer from September 2018 to September 2019. From January 2012 to September 2018, Mr. DiGiovanni was a Managing Director at Pine Hill Group, an accounting and transaction advisory firm. In this role, he advised clients on various financial matters, including readiness for initial public offerings, financial reporting (including SEC reporting), and technical accounting assistance for complex transactions. Mr. DiGiovanni is a Certified Public Accountant and holds a B.S. in Accounting and an M.S. in Financial Services from Saint Joseph's University.
Glen R. Bressner
Chairman of the Board
Glen R. Bressner serves as the Chairman of the Board for Innovative Solutions and Support. He previously held the position of Vice Chairman of the Board of Directors. Mr. Bressner has been actively involved in key company decisions, including making statements on the appointment of new directors to the board, highlighting his leadership role in corporate governance.
AI Analysis | Feedback
The key risks to Innovative Solutions and Support (ISSC) include:- Customer concentration, where a significant portion of its revenue is derived from a few key customers, making the company vulnerable to the renegotiation or cancellation of these contracts. For instance, Lockheed Martin alone accounted for 48% of sales at the close of Q2 2025.
- The inherent cyclical nature and reliance on the aerospace and defense industries, including fluctuations in aircraft demand and government spending. The military segment, particularly the F-16 program, represents a substantial portion of sales, and government contracts can be subject to price regulation, potentially leading to lower gross margins.
- Margin volatility and challenges in consistently improving gross margins due to variability in its product mix, which can make future financial projections difficult and negatively impact profitability and investor sentiment.
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AI Analysis | Feedback
Innovative Solutions and Support (ISSC) operates in several key markets within the aerospace industry. The addressable market sizes for their main products and services are as follows:
- Aircraft Cockpit Display Systems: The global aircraft cockpit display system market was valued at USD 2.77 billion in 2025. It is projected to grow to USD 4.88 billion by 2034, exhibiting a Compound Annual Growth Rate (CAGR) of 6.50% during the forecast period.
- Flight Management Systems (FMS): The global flight management system market size was valued at USD 4.21 billion in 2025. This market is projected to grow from USD 4.53 billion in 2026 to USD 8.20 billion by 2034, at a CAGR of 7.69%.
- Autothrottle Systems: As a component of the broader aircraft autopilot system market, which includes autothrottle and thrust management, the global aircraft autopilot system market size was valued at USD 5.82 billion in 2025. It is estimated to grow to USD 8.25 billion by 2031, with a CAGR of 5.98% from 2026 to 2031.
- Digital Air Data Computers: The global Aerospace Air Data System market was valued at USD 1.63 billion in 2024. It is projected to reach USD 2.38 billion by 2031, advancing at a CAGR of 5.56%.
- Integrated Standby Instrument Systems (ISIS): The global Integrated Standby Instrument System (ISIS) market is currently estimated at USD 2.5 billion in 2025. This market is projected to grow at a CAGR of 7% from 2025 to 2033.
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Innovative Solutions and Support (ISSC) is positioned for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market opportunities:
- Contribution from Recently Acquired Military Product Lines: The acquisition and integration of Honeywell's military product line are significant drivers, having already contributed substantially to revenue growth. The full transition of these product lines into ISSC's operations is expected to continue boosting product sales and defense-related revenues as they ramp up.
- Expanding Adoption of ThrustSense Autothrottle System: The patented ThrustSense Autothrottle system is a key growth product. Recent certifications and contract awards, such as its selection by the US Army for the C-12 fleet and its availability for King Air models, indicate increasing market penetration in both defense and commercial retrofit markets, enhancing safety and operational efficiency for aircraft operators.
- Momentum in the Commercial Aviation Aftermarket: ISSC anticipates continued growth in its commercial business, specifically driven by increased demand for aftermarket products and services. This momentum is expected to contribute to growing revenues throughout the fiscal year.
- Strategic Acquisitions: The company maintains an active strategy of evaluating and pursuing small avionics acquisition opportunities. These targeted acquisitions are intended to supplement organic growth by adding product lines and businesses with high growth potential, strong cash generation, and proprietary content.
- Development and Launch of Next-Generation Systems: Innovative Solutions and Support is focused on creating growth opportunities through the development of next-generation navigation systems, advanced flight deck and special mission displays, and technologies targeting autonomous flight. The upcoming test flight of the next-generation Utility Management System (UMS II) by mid-2025 highlights this commitment to new product innovation.
AI Analysis | Feedback
Innovative Solutions and Support (ISSC) has made the following significant capital allocation decisions over the last 3-5 years:Inbound Investments
- The company completed an exclusive license and asset acquisition of product lines from Honeywell International, Inc. in the third quarter of fiscal year 2023.
- Multiple Honeywell asset and license deals totaled $35.9 million in June 2023, $4.2 million in July 2024, and $14.2 million in September 2024, broadening ISSC's product portfolio.
- As part of the product line acquisition on September 27, 2024, ISSC acquired a backlog of $74.3 million.
Share Issuance
- As of November 30, 2025, there were 17,752,354 common shares outstanding.
- On February 17, 2026, CEO Shahram Askarpour received equity-based awards, including 34,364 non-qualified stock options, and CFO Jeffrey DiGiovanni received non-qualified stock options for 16,108 shares, 9,455 performance stock units, and 9,455 restricted stock units.
Capital Expenditures
- Capital expenditures during fiscal 2024 were $0.7 million.
- For the second quarter of fiscal 2025, capital expenditures were $1.56 million.
- The company has made ongoing investments in the expansion of its Exton, Pennsylvania facility, enhancements to its ERP/IT systems, and the integration of the Honeywell acquisition to support future growth and increase manufacturing capacity by over 300%.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Innovative Solutions and Support Earnings Notes | 12/16/2025 | |
| With Innovative Solutions and Support Stock Surging, Have You Considered The Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to ISSC.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 222.92 |
| Mkt Cap | 63.1 |
| Rev LTM | 15,990 |
| Op Inc LTM | 3,340 |
| FCF LTM | 1,850 |
| FCF 3Y Avg | 1,776 |
| CFO LTM | 2,105 |
| CFO 3Y Avg | 1,973 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 11.9% |
| Rev Chg 3Y Avg | 12.7% |
| Rev Chg Q | 10.3% |
| QoQ Delta Rev Chg LTM | 2.4% |
| Op Inc Chg LTM | 17.9% |
| Op Inc Chg 3Y Avg | 23.5% |
| Op Mgn LTM | 21.3% |
| Op Mgn 3Y Avg | 20.6% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 22.2% |
| CFO/Rev 3Y Avg | 13.4% |
| FCF/Rev LTM | 14.6% |
| FCF/Rev 3Y Avg | 9.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 63.1 |
| P/S | 3.4 |
| P/Op Inc | 22.1 |
| P/EBIT | 21.5 |
| P/E | 32.7 |
| P/CFO | 21.2 |
| Total Yield | 5.1% |
| Dividend Yield | 1.6% |
| FCF Yield 3Y Avg | 3.5% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -11.6% |
| 3M Rtn | -10.2% |
| 6M Rtn | 11.5% |
| 12M Rtn | 21.4% |
| 3Y Rtn | 85.2% |
| 1M Excs Rtn | -14.7% |
| 3M Excs Rtn | -18.1% |
| 6M Excs Rtn | -0.4% |
| 12M Excs Rtn | -1.3% |
| 3Y Excs Rtn | 6.5% |
Price Behavior
Price Behavior
| Market Price | $15.69 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 08/04/2000 | |
| Distance from 52W High | -48.7% | |
| 50 Days | 200 Days | |
| DMA Price | $22.96 | $17.07 |
| DMA Trend | up | down |
| Distance from DMA | -31.7% | -8.1% |
| 3M | 1YR | |
| Volatility | 86.9% | 82.8% |
| Downside Capture | 450.85 | 232.28 |
| Upside Capture | 214.22 | 216.55 |
| Correlation (SPY) | 50.0% | 35.3% |
ISSC Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.21 | 3.08 | 2.74 | 2.81 | 2.38 | 1.18 |
| Up Beta | 2.23 | 1.80 | 1.87 | 2.23 | 2.33 | 1.07 |
| Down Beta | 0.91 | 3.32 | 1.50 | 1.99 | 1.87 | 1.19 |
| Up Capture | 132% | 288% | 454% | 874% | 744% | 249% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 9 | 18 | 31 | 65 | 124 | 358 |
| Down Capture | 777% | 379% | 274% | 194% | 162% | 103% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 12 | 24 | 32 | 58 | 121 | 370 |
[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 ISSC | |
|---|---|---|---|---|
| ISSC | 71.6% | 83.5% | 1.02 | - |
| Sector ETF (XLI) | 19.0% | 15.4% | 0.93 | 43.2% |
| Equity (SPY) | 25.0% | 12.1% | 1.55 | 35.2% |
| Gold (GLD) | 40.0% | 26.8% | 1.23 | 10.6% |
| Commodities (DBC) | 49.4% | 18.5% | 2.03 | -16.3% |
| Real Estate (VNQ) | 9.7% | 13.4% | 0.45 | 18.9% |
| Bitcoin (BTCUSD) | -25.6% | 41.9% | -0.59 | 24.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ISSC | |
|---|---|---|---|---|
| ISSC | 23.9% | 58.7% | 0.60 | - |
| Sector ETF (XLI) | 12.4% | 17.4% | 0.56 | 27.2% |
| Equity (SPY) | 14.2% | 17.0% | 0.65 | 23.8% |
| Gold (GLD) | 19.3% | 18.0% | 0.87 | 8.3% |
| Commodities (DBC) | 11.0% | 19.4% | 0.45 | 0.7% |
| Real Estate (VNQ) | 4.0% | 18.8% | 0.11 | 18.2% |
| Bitcoin (BTCUSD) | 9.4% | 55.6% | 0.38 | 11.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ISSC | |
|---|---|---|---|---|
| ISSC | 21.8% | 56.9% | 0.58 | - |
| Sector ETF (XLI) | 13.6% | 20.0% | 0.60 | 25.3% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 22.9% |
| Gold (GLD) | 13.0% | 16.0% | 0.67 | 7.5% |
| Commodities (DBC) | 8.4% | 17.9% | 0.38 | 5.7% |
| Real Estate (VNQ) | 5.1% | 20.7% | 0.21 | 20.1% |
| Bitcoin (BTCUSD) | 67.2% | 66.9% | 1.06 | 10.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/14/2026 | -15.4% | ||
| 12/18/2025 | 30.8% | 77.6% | 94.8% |
| 8/14/2025 | -31.5% | -33.0% | -43.5% |
| 5/14/2025 | 33.2% | 38.1% | 72.0% |
| 12/19/2024 | 8.7% | 16.7% | 49.9% |
| 8/12/2024 | 0.5% | 5.7% | 2.6% |
| 5/14/2024 | 3.0% | 5.4% | 17.8% |
| 12/20/2023 | 3.1% | 5.9% | 1.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 11 | 13 |
| # Negative | 7 | 7 | 5 |
| Median Positive | 4.4% | 10.7% | 13.2% |
| Median Negative | -7.3% | -3.1% | -8.0% |
| Max Positive | 33.2% | 77.6% | 94.8% |
| Max Negative | -31.5% | -33.0% | -43.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/15/2026 | 10-Q |
| 12/31/2025 | 02/13/2026 | 10-Q |
| 09/30/2025 | 12/23/2025 | 10-K |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 02/14/2025 | 10-Q |
| 09/30/2024 | 12/30/2024 | 10-K |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 02/14/2024 | 10-Q |
| 09/30/2023 | 01/12/2024 | 10-K |
| 06/30/2023 | 08/11/2023 | 10-Q |
| 03/31/2023 | 05/08/2023 | 10-Q |
| 12/31/2022 | 02/14/2023 | 10-Q |
| 09/30/2022 | 12/16/2022 | 10-K |
| 06/30/2022 | 08/12/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q2 2026 Earnings Reported 5/14/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Annual Revenue Target | 250.00 Mil | 0 | Affirmed | Guidance: 250.00 Mil for 2026 | |||
| 2026 Acquisition Revenue Contribution | 10.00 Mil | ||||||
| 2026 Acquisition Gross Margin | 50.0% | ||||||
Prior: Q1 2026 Earnings Reported 2/12/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 250.00 Mil | Affirmed | |||||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Harborne, Christopher | See Footnote | Sell | 7012025 | 13.69 | 145,009 | 1,984,912 | 21,674,046 | Form | |
| 2 | Harborne, Christopher | See Footnote | Sell | 7012025 | 13.68 | 72,499 | 991,605 | 23,640,471 | Form | |
| 3 | Harborne, Christopher | See Footnote | Sell | 6272025 | 13.21 | 59,667 | 788,213 | 23,790,500 | Form | |
| 4 | Harborne, Christopher | See Footnote | Sell | 6262025 | 12.92 | 90,655 | 1,171,417 | 24,041,934 | Form | |
| 5 | Harborne, Christopher | See Footnote | Sell | 6242025 | 12.50 | 89,414 | 1,117,246 | 24,381,147 | Form |
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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