Core Insights - U.S. stock markets are experiencing significant gains in 2025, with major indexes like the Dow, S&P 500, and Nasdaq Composite up 10.3%, 14.4%, and 18.2% year-to-date, respectively, nearing all-time highs [1][8] Stock Performance - A weak labor market has led to expectations that the Federal Reserve will continue to lower the benchmark lending rate throughout 2025, although the recent U.S. government shutdown may dampen investor enthusiasm [2] - Five stocks identified as having strong price momentum are Century Aluminum Co. (CENX), DRDGOLD Ltd. (DRD), Globalstar Inc. (GSAT), TAT Technologies Ltd. (TATT), and Sterling Infrastructure Inc. (STRL) [3][8] Stock Screening Criteria - Stocks must show a percentage change in price greater than zero over the last four weeks and greater than 10% over the last twelve weeks to indicate sustained momentum [5] - Stocks should have a Zacks Rank of 1 (Strong Buy) and an average broker rating of 1, indicating strong future performance expectations [6] - Stocks must be trading at a minimum price of $5 and be within 85% of their 52-week high to ensure they are strong performers [7] Individual Stock Highlights - **Century Aluminum Co. (CENX)**: Stock price increased by 35.2% in the last four weeks, with an expected earnings growth rate of 77.4% for the next year [10] - **DRDGOLD Ltd. (DRD)**: Stock price rose by 34.9% in the last four weeks, with an expected earnings growth rate of -0.7% for the current year [11] - **Globalstar Inc. (GSAT)**: Stock price climbed 34.9% in the last four weeks, with an expected earnings growth rate of 66.7% for the current year [14] - **TAT Technologies Ltd. (TATT)**: Stock price surged 24.9% in the last four weeks, with an expected earnings growth rate of 45% for the current year [16] - **Sterling Infrastructure Inc. (STRL)**: Stock price advanced 22.2% in the last four weeks, with an expected earnings growth rate of 56.9% for the current year [19]

Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in short-term investing to maximize profits, highlighting TAT Technologies Ltd. (TATT) as a strong candidate for trend investors due to its recent price performance and solid fundamentals [1][4][6]. Group 1: Price Performance - TATT has experienced a significant price increase of 43.4% over the past 12 weeks, indicating strong investor interest and potential upside [4]. - The stock has also seen a price increase of 25.1% over the last four weeks, suggesting that the upward trend is still intact [5]. - Currently, TATT is trading at 94.1% of its 52-week high-low range, indicating it may be on the verge of a breakout [5]. Group 2: Fundamental Strength - TATT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like TATT that have sufficient fundamental strength to maintain their upward momentum [3]. - The article suggests that there are several other stocks passing through this screen, providing additional investment opportunities for trend-focused investors [8].

Core Insights - The aerospace and defense sector continues to attract investment due to rising global defense spending, which reached a record $2.3 trillion last year, increasing over 8% and expected to maintain momentum into 2025 [1][2]. Company Performance - GE Aerospace and Howmet Aerospace are leading in engineered solutions for defense and commercial aircraft, benefiting from a shift towards fuel-efficient aircraft as airlines upgrade their fleets [3]. - GE's revenue increased by 23% year-over-year in Q2 to $10.15 billion, driven by high demand for its LEAP GEnx and GE9X engines [4]. - Howmet reported record Q2 revenue of $2.05 billion, attributed to high demand for engine spares, achieving peak profits and cash flow [4]. - Both GE and Howmet are projected to experience high double-digit EPS growth in the foreseeable future, with GE holding a Zacks Rank 3 (Hold) and Howmet a Zacks Rank 2 (Buy) [5]. Niche Equipment Providers - Astronics and TAT Technologies have gained investor interest as specialized aerospace defense equipment providers [7]. - Astronics' stock has surged nearly 200% this year and currently holds a Zacks Rank 2 (Buy), with positive EPS revisions indicating further upside potential [8]. - TAT Technologies has also seen positive EPS revisions, maintaining a strong buy status, with its stock hovering near a 52-week high of over $40, up more than 70% year-to-date [8]. Valuation and Market Trends - Both Astronics and TAT Technologies trade at 27X forward earnings, which is a discount compared to the Zacks Aerospace-Defense Equipment Industry average of 34X and closer to the S&P 500 average [11]. - The overall performance of aerospace and defense stocks remains strong, making them attractive for potential buy-the-dip opportunities as global defense spending stays near record levels [12].

Core Insights - The global aerospace services market is rapidly expanding due to increasing air traffic, fleet utilization, and strong demand in the Maintenance, Repair and Overhaul (MRO) sector, benefiting companies like TAT Technologies (TATT) and AAR Corp. (AIR) [1] - Both TATT and AIR are strategically positioned to capture growth opportunities in the MRO market, with TATT focusing on thermal management systems and AIR leveraging its diversified presence [2] TAT Technologies (TATT) - Recent Achievements: TATT unified its business units under a single brand to enhance customer experience and streamline operations in thermal solutions and MRO services [3] - Contract Acquisition: TATT secured a $12 million contract for MRO services on Boeing 777 aircraft, expanding its footprint in the APU services market [4] - Financial Stability: TATT ended Q2 with $43 million in cash and cash equivalents, $2 million in current debt, and $10 million in long-term debt, indicating a solid solvency position [5] - Challenges: TATT faces industry-specific risks such as supply-chain disruptions, rising raw material costs, and geopolitical risks due to its operations in Israel [6][7] AAR Corp. (AIR) - Recent Achievements: AIR reported Q1 fiscal 2026 adjusted earnings of $1.08 per share, a 27.1% increase year-over-year, with net sales of $739.6 million, reflecting an 11.8% growth [8] - Acquisition: AIR acquired American Distributors Holding Company for $146 million, enhancing its parts distribution business and relationships with OEMs [9] - Financial Stability: As of August 31, 2025, AIR had $92 million in cash and cash equivalents but a long-term debt of $1,022 million, indicating a higher debt load compared to TATT [11] - Challenges: AIR faces ongoing supply-chain challenges and workforce constraints that could impact production and operational efficiency [12] Comparative Analysis - Stock Performance: TATT's stock surged 118.2% over the past year, outperforming AIR's 32.1% increase [10] - Valuation: AIR has a trailing Price/Book ratio of 2.50X, which is more attractive than TATT's 3.03X [17] - Leverage: TATT has a lower long-term debt-to-capital ratio of 5.86 compared to AIR's 45.00, indicating less debt [20] Conclusion - The growth in global air traffic and MRO demand supports solid growth for TATT and AIR, but TATT's strong stock performance, lower leverage, and solid solvency position make it a more compelling investment option [21][22]

Core Insights - TAT Technologies Ltd. (TATT) is expanding its role in the electric vertical takeoff and landing (eVTOL) industry by leveraging its expertise in thermal management and environmental control systems [1][4] - The company aims to address the critical challenge of reliable heat management as next-generation aircraft approach commercial service [1] Group 1: Product Offerings - TAT provides systems for battery cooling, avionics and motor thermal control, and cabin environmental management, which are lightweight, compact, and modular to meet eVTOL efficiency requirements [2] - The products adhere to established aerospace standards, including the RTCA DO-160 environmental testing standard, and incorporate IoT-based monitoring for real-time performance tracking [2] Group 2: Market Positioning - TAT focuses on supplying critical components rather than manufacturing aircraft, which reduces risk and allows collaboration with multiple aircraft programs [4] - The company is well-positioned to benefit from the anticipated growth in urban air mobility and the eVTOL market due to its experience in thermal systems [4] Group 3: Competitive Landscape - Other companies like Joby Aviation Inc. and Embraer are also making significant strides in the eVTOL market, with Joby completing over 40,000 miles of test flights and Embraer developing regional transport designs [5][6] Group 4: Financial Performance - TATT shares have increased by 134.3% over the past year, significantly outperforming the industry average growth of 34.5% [7][8] - The company's shares are trading at a relative discount, with a trailing 12-month Price/Book ratio of 3.15X compared to the industry's average of 16.63X [9] - Earnings estimates for TATT for 2025 and 2026 have improved over the past 60 days, indicating positive market sentiment [10]

Core Viewpoint - The article emphasizes the importance of identifying and sustaining stock price trends for successful short-term investing, highlighting TAT Technologies Ltd. (TATT) as a potential investment opportunity due to its strong price performance and favorable fundamentals [1][2]. Price Performance - TATT has experienced a significant price increase of 32.5% over the past 12 weeks, indicating strong investor interest and potential upside [4]. - The stock has also shown an 8.1% price increase over the last four weeks, suggesting that the upward trend is still intact [5]. - Currently, TATT is trading at 91.1% of its 52-week high-low range, indicating it may be on the verge of a breakout [5]. Fundamental Strength - TATT holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7]. Additional Insights - The article suggests that TATT is not the only stock that meets the criteria of the "Recent Price Strength" screen, encouraging investors to explore other stocks with similar characteristics [8]. - It highlights the importance of backtesting stock-picking strategies to ensure past profitability, which can be facilitated by tools like the Zacks Research Wizard [9].

Core Insights - TAT Technologies Ltd. (TATT) shares have increased by 39.7% over the past three months, outperforming the Zacks Aerospace-Defense Equipment industry growth of 6.1%, the Aerospace sector's growth of 7.2%, and the S&P 500's rise of 10.4% [1][9] - The company's strong quarterly results and new contract wins have been key drivers of this stock performance [4][5] Financial Performance - TATT reported adjusted earnings of 30 cents per share for Q2, a 20% increase year-over-year, with net sales of $43.1 million, reflecting an 18% year-over-year growth [5][9] - The company's backlog increased by $85 million to reach $524 million, indicating strong future revenue potential [10][9] Contract Wins - In August, TATT secured a $12 million contract to provide MRO services for the GTCP331-500 Auxiliary Power Unit on Boeing 777 aircraft, enhancing its position in the global APU market [6][9] Growth Prospects - TATT has a strong balance sheet with $43 million in cash and cash equivalents, $2 million in current debt, and $10 million in long-term debt, providing flexibility for future growth and potential acquisitions [7] - The Zacks Consensus Estimate predicts a 16.8% revenue growth for 2025 and a 45% increase in earnings, with similar improvements expected for 2026 [12][14] Industry Position - TATT's trailing 12-month Price/Book (P/B TTM) ratio is 2.78X, significantly lower than the industry's average of 16.41X, indicating a potential undervaluation [17] - The company's Return on Equity (ROE) stands at 10.90%, above the industry average of 9.31%, suggesting effective use of shareholders' equity [22] Challenges - TATT faces industry-specific challenges, including supply-chain disruptions and rising raw material costs, which could impact delivery and margins [15] - Geopolitical risks related to operations in Israel may create uncertainties for business activities [16] Conclusion - TAT Technologies is positioned for long-term growth, supported by rising earnings, strong cash reserves, and a growing backlog, despite facing near-term challenges [23]

Core Insights - Increasing investments from global airlines in MRO services for aging fleets are driving growth for TAT Technologies Ltd. (TATT) [1] - Rising defense budgets are also contributing to the demand for military jet production and modernization, benefiting TATT [1] MRO Business Performance - In Q1 2025, TATT faced softer demand in its MRO business due to supply-chain challenges and order timing, leading to moderate MRO intake in Q2 [2] - Ongoing tariff-related uncertainties are expected to further pressure TATT's MRO business in the near term, with the CEO indicating potential quarter-to-quarter volatility [3] Recovery and Contracts - Since July 2025, TATT's MRO intake has begun to recover, supported by recent contract wins, which may lead to revenue increases by late 2025 or early 2026 [4] - In August 2025, TATT secured a $12 million contract for MRO services on Boeing 777 aircraft and signed an agreement with a global cargo carrier to extend APU repair work [5] Industry Trends - Other aerospace and defense companies, such as RTX Corporation and Boeing, are also expanding their MRO capabilities to meet rising global demand [6] - RTX's Pratt & Whitney unit announced a partnership to enhance its global MRO footprint, while Boeing has opened new distribution centers to support aviation maintenance [7] Stock Performance and Valuation - TATT shares have increased by 110.4% over the past year, outperforming the industry average growth of 35.5% [8] - The company's shares are trading at a forward Price/Sales ratio of 2.16X, significantly lower than the industry's average of 10.05X [10] - The Zacks Consensus Estimate for TATT's near-term earnings has improved over the past 60 days [11]

Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in short-term investing to maximize profits, highlighting the challenges investors face in maintaining momentum in stock prices [1][2]. Group 1: Stock Performance - TAT Technologies Ltd. (TATT) has shown a solid price increase of 34% over the past 12 weeks, indicating strong investor interest [4]. - The stock has also increased by 6% over the last four weeks, suggesting that the upward trend is still intact [5]. - TATT is currently trading at 82% of its 52-week high-low range, indicating a potential breakout [5]. Group 2: Fundamental Strength - TATT holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks with sufficient fundamental strength to maintain their upward trends [3]. - The article suggests that there are several other stocks that also meet the criteria of the "Recent Price Strength" screen, providing additional investment opportunities [8].

Group 1 - TAT Technologies (NASDAQ: TATT) stock has increased by 32% since the "Strong Buy" rating was issued, outperforming the S&P 500 [1] - Since coverage was initiated in April 2024, TAT Technologies shares have surged over 200%, marking it as one of the best aerospace picks [1] - The Aerospace Forum aims to identify investment opportunities in the aerospace, defense, and airline sectors, leveraging data-informed analysis [1] Group 2 - The analyst provides insights based on a background in aerospace engineering, focusing on the industry's growth prospects and developments [1] - The investing group offers direct access to data analytics monitors to support investment decisions [1]