CPI Aerostructures Inc: Business Overview, Financials & Competitive Analysis
CPI Aerostructures is a manufacturer of structural assemblies, integrated systems, and kitted components for the domestic and international aerospace and defense markets. The company's primary customers are the US Dep...
Cyborg Score thesis
Small-cap defense contractor with strong backlog and improving margins, but execution risk and capital constraints limit upside...
Read the full analyst-debate transcript →Get the Latest CPI Aerostructures Inc Report
Up-to-date AI-powered research, analyst debate audio & saved-company playlists
Get Current Report FreeCPI Aerostructures Inc Overview
Pro stress-test →CPI Aerostructures is a manufacturer of structural assemblies, integrated systems, and kitted components for the domestic and international aerospace and defense markets. The company's primary customers are the US Department of Defense, and it also operates as a subcontractor under Boeing and Northrop Grumman. The company maintains a diversified customer base across military and commercial aircraft programs.
Strategic Profile
Pro stress-test →CPI Aero highlights NADCAP-certified welding capabilities across multiple metals and a diversified OEM customer base. The company reports a funded backlog above $95 million, unfunded backlog of $400 million, and total backlog of $495 million. With strengthening demand from defense contractors and emerging programs, the company is positioned for growth despite historical profitability challenges.
Competitive Landscape
Pro stress-test →CPI's customer base includes major aerospace contractors such as Lockheed Martin/Sikorsky, RTX/Collins Aerospace, Raytheon, Northrop Grumman and Embraer. As a specialized subcontractor for structural assemblies and welded components, CPI competes against larger tier-2 suppliers but maintains niche advantages in NADCAP certifications and specialized capabilities.
Industry Context
CPI Aerostructures Inc operates in Aerospace & Defense Manufacturing.
Key facts
Founded: 1980 · Headquarters: Edgewood, New York · Employees: 212 · Revenue: $69.3M (FY 2025) · Market cap: $66.4M