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CPI Aero(CVU) - 2024 Q3 - Quarterly Report
CVUCPI Aero(CVU)2024-11-13 22:30

Revenue Performance - Total revenue for the three months ended September 30, 2024, was 19,419,879,adecreaseof4.819,419,879, a decrease of 4.8% from 20,399,369 in the same period of 2023[7] - Revenue for the three months ended September 30, 2024, was 19,419,879,adecreaseof4.819,419,879, a decrease of 4.8% compared to 20,399,369 for the same period in 2023[17] - Revenue recognized using the over time revenue recognition model for the nine months ended September 30, 2024, was 58,558,552,downfrom58,558,552, down from 59,353,845 in 2023, reflecting a decline of 1.3%[18] - Total revenue for the nine months ended September 30, 2024 was 59,311,356,down5.859,311,356, down 5.8% from 62,963,592 in the same period last year, driven by decreases in Sikorsky and Lockheed Martin programs[72] Profitability - Gross profit for the three months ended September 30, 2024, increased to 4,219,669,up13.84,219,669, up 13.8% from 3,706,090 in the prior year[7] - The company reported a gross profit margin of 21.7% for the three months ended September 30, 2024, compared to 18.2% in the same period of 2023[7] - Net income for the three months ended September 30, 2024, was 749,677,comparedto749,677, compared to 301,364 for the same period in 2023, representing a significant increase of 148.5%[7] - Net income for the nine months ended September 30, 2024, was 2,327,861,adecreaseof2,327,861, a decrease of 113,884 or 4.7% compared to the same period in 2023[101] Expenses - Selling, general and administrative expenses increased to 2,742,036forthethreemonthsendedSeptember30,2024,comparedto2,742,036 for the three months ended September 30, 2024, compared to 2,535,065 in the prior year[7] - Stock-based compensation expenses of 529,771forthethreemonthsendedSeptember30,2024,downfrom529,771 for the three months ended September 30, 2024, down from 659,855 in the same period of 2023, representing a decrease of approximately 19.7%[9] - Interest expense for Q3 2024 decreased to 573,366,down573,366, down 90,491 or 13.6% from Q3 2023 due to lower interest rates and reduced outstanding debt[91] Assets and Liabilities - Total current assets decreased to 43,372,955asofSeptember30,2024,downfrom43,372,955 as of September 30, 2024, down from 46,913,731 at December 31, 2023[6] - The company’s total assets decreased to 68,887,763asofSeptember30,2024,from68,887,763 as of September 30, 2024, from 74,360,132 at December 31, 2023[6] - Total liabilities decreased to 43,948,403asofSeptember30,2024,downfrom43,948,403 as of September 30, 2024, down from 52,278,404 at December 31, 2023[6] - The company’s accumulated deficit improved to (49,475,861)asofSeptember30,2024,comparedto(49,475,861) as of September 30, 2024, compared to (51,803,722) at December 31, 2023[6] Cash Flow - Cash flows from operating activities resulted in a net cash used of 837,077forthethreemonthsendedSeptember30,2024,contrastingwithanetcashprovidedof837,077 for the three months ended September 30, 2024, contrasting with a net cash provided of 840,128 in the same period of 2023[9] - The balance of cash at the end of the period was 1,708,987,downfrom1,708,987, down from 2,609,693 at the end of September 30, 2023, reflecting a decrease of approximately 34.5%[9] - Cash decreased to 1,708,987asofSeptember30,2024,down1,708,987 as of September 30, 2024, down 3,385,807 or 66.5% from December 31, 2023[108] Shareholder Equity - As of September 30, 2024, the total shareholders' equity increased to 24,939,360,upfrom24,939,360, up from 22,531,489 at March 31, 2024, reflecting a growth of approximately 10.7%[8] - The total common stock shares increased to 12,933,408 as of September 30, 2024, from 12,784,768 at March 31, 2024, marking an increase of approximately 1.2%[8] Taxation - The effective income tax rate for the nine months ended September 30, 2024 was 18.7%, compared to 17.1% for the same period in 2023[56] - Provision for income taxes for Q3 2024 was 154,590,adecreaseof154,590, a decrease of 51,214 or 24.9% compared to Q3 2023[94] - The effective income tax rate for Q3 2024 was 17.1%, lower than the statutory rate of 21% due to estimated R&D credits and other factors[95] Operational Insights - Total backlog as of September 30, 2024 was 506,021,000,withfundedbacklogat506,021,000, with funded backlog at 91,502,000 and unfunded backlog at 414,519,000[66]Approximately96414,519,000[66] - Approximately 96% of the total backlog at September 30, 2024 was attributable to government and military contracts[66] - Revenue from military subcontracts increased by 10.5% to 16,986,106 in Q3 2024 compared to 15,375,337inQ32023,mainlyduetoRaytheonNGJMidBandPods[73]Revenuefromgovernmentmilitarycontractsdecreasedby57.615,375,337 in Q3 2023, mainly due to Raytheon NGJ – Mid Band Pods[73] - Revenue from government military contracts decreased by 57.6% to 1,673,483 in Q3 2024, primarily due to delays in the USAF T-38 program[75] Compliance and Control - A material weakness was identified in internal control over financial reporting related to income tax accounting as of December 31, 2023[121] - The company plans to implement new controls to remediate the identified material weakness during 2024[122] - The company replaced its outside tax accounting firm and retained a new firm to prepare and review income tax accounting and disclosures for the quarter ended September 30, 2024[123] - Tax accounting has been updated as a high-risk area in the company's financial risk assessment[124]