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    Matt Dhane

    Research Analyst at Tieton Capital Management

    Matt Dhane is Portfolio Manager, Principal, and Senior Research Analyst at Tieton Capital Management, where he specializes in small- and mid-cap value equity strategies. He covers a portfolio for foundations, endowments, pension funds, and high-net-worth individuals, drawing on deep experience analyzing public company filings and corporate fundamentals. Dhane co-founded Tieton Capital in 2005 after serving as Small/Mid Cap Value Strategy Research Analyst and investment committee member at Davidson Investment Advisors from 2003 to 2005. He holds a double major in Finance and Business Economics from Seattle University, is a CFA charterholder, a member of the CFA Institute and CFA Society of Seattle, and is registered with a Series 65 license for investment advisory services.

    Matt Dhane's questions to KEY TRONIC (KTCC) leadership

    Matt Dhane's questions to KEY TRONIC (KTCC) leadership • Q4 2025

    Question

    Matt Dhane of Tieton Capital Management inquired about the size and ramp-up schedule for recent program wins, the strategy behind the new Vietnam medical device manufacturing capability, and the drivers for the recent increase in new program bids.

    Answer

    President & CEO Brett Larsen explained that the new wins are predominantly around the $5 million program size, with a significant data processing contract potentially exceeding $20 million in service revenue. He noted that the Vietnam facility is now certified for medical products, with a program slated for FY26, which is expected to attract more opportunities. Larsen attributed the increased bidding activity to improved cost competitiveness from recent cost reductions and the company's enhanced global footprint, particularly the new Arkansas facility, which offers customers better tariff mitigation options.

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