CPI Aerostructures Inc — Cyborg Score 5/10

Strategic Profile

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.

Cyborg Score Rationale

Q1 2026 showed improvement with revenue of $17.4 million and gross margin expanding to 25.8%, though the company faces scale constraints with limited financial resources. Historical governance issues and revenue volatility from program dependencies temper the outlook despite solid backlog visibility.

Top Insights

• (Q1 2026) Revenue improved to $17.4 million with gross margin expanding to 25.8% and net income of $1.2 million, reversing prior-year losses
• (February 2026) Embraer placed additional orders, demonstrating diversified customer wins beyond traditional defense primes
• (April 2025) Welding Metallurgy subsidiary received follow-on orders from Northrop Grumman for E-2D Advanced Hawkeye assemblies through 2028
• Total backlog of $495 million provides multi-year revenue visibility across military aircraft, helicopters, and airborne platform programs

Named Competitors

• Collins Aerospace — Major aerospace systems supplier and primary customer
• Sikorsky — Helicopter and rotorcraft manufacturer and primary customer
• Northrop Grumman — Defense contractor and major customer for structural assemblies

Recent Developments

• (Q1 2026) Revenue of $17.4M, up from $15.4M in Q1 2025; gross profit $4.5M with 25.8% margin
• (February 2026) Received additional orders from Embraer S.A.
• (April 2025) Welding Metallurgy received Northrop Grumman follow-on orders for E-2D Advanced Hawkeye through 2028
• (Full Year 2025) Revenue of $69.3M; total backlog at $505M despite A-10 program termination impact

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