Microcap Opportunities on TATT (TATT)
公司名称 TAT Technologies Ltd.
主要经营地 以色列
详细生意模式 霍尼韦尔(Honeywell)APU供应商，关键国防/航空零部件制造，Q4收入$46.5M (+13.4% YoY)，记录$550M订单积压
护城河 🟢强(Honeywell垄断性关系+$550M订单积压)
估值水平 $44M毛利/仅$17.6M净债务，$51.3M现金，PT $57
EV/Market Cap 订单积压/低债务比
网络观点 防卫订单积压驱动增长，低风险
AI观点 国防供应链稳定性
原文日期 2026-03-23
作者简介 微盘机会专家
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