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 reported Q1/27 results that far exceeded our expectations, including revenue of $10.0M (+59% YoY) vs. our estimate of $7.8M and EBITDA of $0.9M (9% margin) vs. our estimate of $0.2M.</li>
<li>Backlog at quarter end was $38.6M, up 196% YoY and 39% QoQ.</li>
<li>We see this as the beginning of the materialization of the many tailwinds in defense and commercial aerospace that we have discussed.</li>
</ul>


IEHC reported Q1/27 results that far exceeded our expectations, including revenue of $10.0M (+59% YoY) vs. our estimate of $7.8M and EBITDA of $0.9M (9% margin) vs. our estimate of $0.2M.
Backlog at quarter end was $38.6M, up 196% YoY and 39% QoQ.
We see this as the beginning of the materialization of the many tailwinds in defense and commercial aerospace that we have discussed.


IEHC: Sizable Beat on Q1 Financials; Increasing Target Price

IEH Corp

IEHC: Sizable Beat on Q1 Financials; Increasing Target Price