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Posted by
Two Blokes Tue at 7:45 AM -
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M-tron Industries is well positioned to benefit from rising U.S. defense spending, with a robust pipeline and strong exposure to defense programs. Despite a Q1 earnings miss, MPTI's backlog grew 20%, and management expects gross margin expansion throughout the year, driven by new product ramp-ups. The Company's valuation is attractive, with high EBITDA and net margins and minimal tariff risk due to its primarily U.S.-based revenue.