Andrew DeAngelis's questions to M-tron Industries (MPTI) leadership • Q3 2024
Question
The analyst, speaking on behalf of Anja Soderstrom, asked about the conservatism of the full-year EBITDA guidance, the go-forward tax rate, the impact of the new administration, year-end backlog expectations, and the current M&A environment.
Answer
The company stated the EBITDA guidance range of 19-21% is accurate for the year, and the Q3 tax rate is a good proxy for future modeling. They expect continued robust defense spending regardless of the new administration. The year-end backlog is targeted at around $50 million, contingent on the timing of large orders. Regarding M&A, the environment is considered 'fully valued,' and the company is carefully looking for complementary and accretive acquisitions.