M-tron Industries: Future M&A Built On Healthy Organic Growth

Waterside Insight
786 Followers
(13min)

Summary

  • M-tron has strong financial performance for the past three years, along with robust growth prospects and competitive positioning in the market.
  • The ample amount of cash generated in the company's business indicates an organic growth has taken place since the spin-off in 2022.
  • Concentrated revenue and customer base help it to solidify advantages in Aerospace & Defense and Avionics industries, but also build a foundation for further diversification.
  • It's virtually debt-free and has a strong liquidity position, which all point to more M&A activities in the near term.

Microwave cable assembly isolated

sergeyryzhov/iStock via Getty Images

Investment Thesis

Company Overview

M-tron Industries (NYSE:MPTI), the separation of the M-tron business from The LGL Group, Inc. ("LGL" or "LGL Group") in October 2022, is a designer and manufacturer of high-precision frequency and spectrum control products used in electronic

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