Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>IEHC designs and manufactures highly critical components for the defense and aerospace industry, mainly hyperboloid connectors.</li>
<li>The market operates as a duopoly between Molex (prev. Smiths) and IEHC.</li>
<li>Based on the massive buildout happening in missiles and missile defense, amongst other secular trends in the industry, IEHC has seen its backlog double over the LTM and grow 50% since January.</li>
</ul>


IEHC designs and manufactures highly critical components for the defense and aerospace industry, mainly hyperboloid connectors.
The market operates as a duopoly between Molex (prev. Smiths) and IEHC.
Based on the massive buildout happening in missiles and missile defense, amongst other secular trends in the industry, IEHC has seen its backlog double over the LTM and grow 50% since January.


IEHC: Duopoly Leader Riding the U.S. Missile Inventory Buildout

IEH Corp

IEHC: Duopoly Leader Riding the U.S. Missile Inventory Buildout