Feed / ISSC

Innovative Solutions and Support Inc

ISSC

Industrials · 18.39 -14.3% today

Isolated · not yet confirmedMarket checked 14 Jul, 15:55 GMT-4

Market read

Innovative Solutions and Support Inc's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 21 directly disclosed connections are confirming.

Company-14.3% todayVolume comparison unavailable
Market group0 of 16 activeAerospace & Defense · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • ISSC's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ISSC's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Aerospace & Defense

No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 21 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ISSC's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations307
Usable filing statements74
Verified relationships12
Evidence supporting the case
  • Latest annual revenue changed +78.6% year over year.
  • Operating margin changed +3.3 percentage points in the latest annual period.
  • Net margin changed +3.7 percentage points in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • P/E is 56% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 34% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Aug 24, 2026

20.95
6m+6.5%12m+13.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$23.0M+6.7%$0.29+0.7%
2022-09-30$27.7M+20.4%$0.32+0.2%
2023-09-30$34.8M+25.5%$0.35+0.9%
2024-09-30$47.2M+35.6%$0.40+0.4%
2025-09-30$84.3M+78.6%$0.88+2.0%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 1 filings
Financing Activities Net cash used in financing activities was $4.6 million for the fiscal year ended September 30, 2025 and primarily consisted of approximately $27.0 million in borrowings against the 2025 Initial term loan, partially offset by the payoff of…
10-K · Dec 23, 2025
Demand and volumepositive · 1 filings
The increase in defense sales was primarily driven by increased market demand for our products.
10-K · Dec 23, 2025
Product pipeline and R&Dmixed · 1 filings
The decrease in overall gross margin percentage for fiscal year 2024 is primarily the result of changes in product mix, increased depreciation and cost inefficiencies due to hiring and training of additional personnel and other integration costs.
10-K · Dec 23, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 4.4× · EV/sales 4.7×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

18.39-14.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 14 Jul, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ISSC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ISSC. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ISSC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

LMT47.0% of ISSCcustomerDec 23, 2025

Currently, we support multiple OEM platforms, including those with the Boeing Company, Eclipse Aerospace, Lockheed Martin, and Pilatus Aircraft.

TXT10.0% of ISSCcustomerDec 23, 2025

tember 30, 2023, the three largest customers, Pilatus, ATSG and Textron accounted for 23%, 12% and 10% of total revenue, respectively.

AALAmerican Airlines Group Inc.customerDec 23, 2025

OUR CUSTOMERS AND PRODUCT DISTRIBUTION The Company’s customers include the U.S.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 23 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ISSC is currently a Follower in the organic co-movement group Aerospace & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ISSC; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.