acquisition strategy and developed a pipeline of opportunities that could expand our capabilities and market presence. Our focus is on accretive bolt-on acquisitions that expand our addressable market and natural adjacencies to our existing operations and deepen the value

May 29, 2026 / receipt

Well, Josh, it's a good question. If you remember last quarter, I indicated that we should expect some volatility at the end of last year. I'm in the company for nine years and what we are seeing this time is not different than what we saw several times in the past. We have to remember that in most cases, the services that we provide on the MRO are discretionary meaning The airlines are not forced to send the components for overall and repair by schedule or by flight hours, but it's more up to their discretion. Also, they have a large spare inventory that they maintain. And in most cases, the first time when they see uncertainty is they send less MRO work and they try to save cash by leveraging the spares. It lasts for several months until they are out of spares and then you see a recovery and then you see an acceleration because as I mentioned in my statements, The aircraft keep on flying. Nobody is reporting on any reduction in flight. So the fleet is flying. A big portion of the fleet is really old as the airlines are waiting for new aircraft that are way behind schedule. And eventually it comes. So we were telling ourselves that it will come in fourth quarter. Last year, if you recall, we spoke about it as we expected to see the seasonality of fourth quarter. It didn't happen. In first quarter, we spoke about it and we thought that it will come. It didn't happen. It did come in second quarter. I don't see anything, any drama here. So there was a dip a few months and after

Aug 12, 2025 / receipt, needs a key / Igal Zamir, CEO | earnings call 2025-08-12 | transcript 92439f2b-9023-47ed-a5f0-cdf58c372552 | chars 19823-21323 | segment 20

M&A - Well-positioned with the infrastructure ready to execute our M&A strategy-driving market share, expanded capabilities, and value for customers and shareholders.

ir_statement / Sep 15, 2026 / receipt

APU - Entered a +$2B market through new OEM certifications.

ir_statement / Aug 25, 2026 / receipt

M&A - Well-positioned with the infrastructure ready to execute our M&A strategy-driving market share, expanded capabilities, and value for customers and shareholders.

ir_statement / Aug 25, 2026 / receipt