Recent 8-K filings for ISSC

• May 14, 2026, 9:05 AM ET earnings materiality 0.70 positive item 2.02item 9.01

  ISSC Q2 net sales $22.4M (+2%), net income $3.4M, completes three acquisitions

  Net sales of $22.4M, up 2% YoY; gross profit $11.4M (51.1% margin).

• April 2, 2026, 7:59 PM ET M&A materiality 0.80 positive item 1.01item 2.01item 8.01item 9.01 ◈ M&A Transactions ×2◈ Material Agreements ×2

  ISSC acquires two Honeywell asset packages for $30M: autopilot/avionics and generator systems

  Autopilot & nav/com assets acquired for $22M cash on March 27; includes IP, contracts, tooling for Part 23 aircraft.

• February 12, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Innovative Solutions & Support Q1 FY2026: Net sales $21.8M (+36.5%), EPS $0.22

  Net sales $21.8M (+36.5% YoY); gross margin 54.5%, net income $4.1M ($0.22 diluted EPS).

• December 18, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ISSC Q4 net sales $22.2M (+44.6%), net income $7.1M ($0.39 EPS); adj. EBITDA +71.1%

  Q4 net sales $22.2M (+44.6% YoY); gross margin 63.2%; net income $7.1M ($0.39 diluted EPS).

• August 14, 2025, 7:59 PM ET earnings materiality 0.78 positive item 2.02item 9.01

  IS&S Q3 revenue up 105% to $24.1M; nets $0.14 EPS, adjusted EBITDA $4.4M

  Revenue $24.1M (+105% YoY) driven by F-16 product line; backlog $72.4M.

• July 22, 2025, 7:59 PM ET debt materiality 0.65 positive item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings

  IS&S enters new $100M credit facility with JPMorgan, replacing $35M line

  New credit agreement provides $30M revolver, $25M term loan, and $45M delayed draw term loan.

• May 14, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  IS&S Q2 FY2025: Revenue doubles to $21.9M, net income $5.3M, adj. EBITDA up 219%

  Revenue $21.9M (+104% YoY); net income $5.3M ($0.30 diluted EPS) vs $1.2M ($0.07) prior year.

• February 13, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Innovative Solutions & Support Q1 revenue $16.0M, +71.6%; net income $0.04 EPS; adjusted EBITDA $3.1M

  Revenue $16.0M (+71.6% YoY); gross margin 41.4% (down from 59.3%) due to mix and acquisition costs.

• December 19, 2024, 6:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  ISSC reports Q4 revenue $15.4M (+18.4% YoY); full-year net income $7.0M

  Q4 net income of $3.2M ($0.18 diluted EPS); full-year net income $7.0M ($0.40 diluted EPS).

• November 22, 2024, 6:59 PM ET other material materiality 0.60 neutral item 5.02item 9.01

  CEO Shahram Askarpour granted 201,000 PSUs with vesting at $10/$12/$14 stock price thresholds

  Grant date Nov 20, 2024; PSUs vest in three equal tranches when ISSC trades ≥$10, $12, $14 for 20 consecutive days.

• October 3, 2024, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 2.01item 2.03item 8.01item 9.01

  IS&S acquires exclusive license for Honeywell military display generators and flight control computers for $14.2M

  Acquired exclusive license for Honeywell's military display generators and flight control computers for $14.2M in cash.

• August 12, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ISSC Q3 revenue $11.8M (+47.8% YoY); adjusted EBITDA $3.1M (+61%)

  Net income $1.6M ($0.09 diluted EPS); adjusted net income $1.9M ($0.11 diluted EPS).

• July 26, 2024, 7:59 PM ET other material materiality 0.65 positive item 1.01item 9.01

  IS&S acquires additional Honeywell product lines for $4.2M in cash

  Licensed exclusive IP rights to manufacture, upgrade, and repair additional Honeywell communication and navigation products.

• June 20, 2024, 7:59 PM ET other material materiality 0.60 neutral item 5.02item 9.01

  Innovative Solutions grants CFO 31,746 RSUs and change-in-control pact

  CFO Jeffrey DiGiovanni granted 31,746 restricted stock units, vesting quarterly at 8.33% starting Sept 30, 2024.

• June 14, 2024, 7:59 PM ET M&A materiality 0.65 neutral item 7.01item 9.01

  IS&S board unanimously rejects unsolicited $7.25/share bid from Christopher Harborne

  Unsolicited non-binding proposal from Christopher Harborne to acquire remaining ISSC shares at $7.25/share in cash.

• May 30, 2024, 7:59 PM ET M&A materiality 0.75 neutral item 7.01item 9.01

  Innovative Solutions & Support receives unsolicited proposal from Christopher Harborne at $7.25/share

  Receipt of unsolicited non-binding indication from Christopher Harborne to acquire all outstanding ISSC shares at $7.25 per share cash.

• May 14, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  IS&S Q2 fiscal 2024 sales up 46% to $10.7M; net income $0.07 per share

  Net sales $10.7M, up 46% from $7.3M; net income $1.2M ($0.07 EPS) vs $1.3M ($0.07) prior year.

• March 21, 2024, 7:59 PM ET leadership materiality 0.65 neutral item 5.02item 8.01item 9.01 ◈ executive_change ×2

  Innovative Solutions & Support appoints Jeffrey DiGiovanni as CFO effective April 8

  Jeffrey DiGiovanni named CFO effective April 8, 2024; replaces interim CFO Relland Winand.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

13 positive 0 negative 14 neutral

source · ISSC on sec.gov