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CPI Aerostructures Inc

cpiaero.com

What Do They Do?

Manufactures aircraft structures, integrated aerospace systems, and kitting services for defense contractors, aircraft makers, and government agencies.

Who Are Their Customers?

Defense prime contractors and commercial aircraft makers buy through subcontracts; the company also sells directly to the U.S. government through contracts with the Air Force and Defense Logistics Agency.

Customers above 10% of revenue, FY2025
of revenue from four customers (38%, 20%, 11%, 11%)
FY2024: 74% from three customers

How Are They Changing?

Since the FY2025 annual report
Latest quarter: Q2 FY2026, the three months to Jun 30, 2026
Revenue
▲ +16%
vs $15.2M in Q2 FY2025
Net income
▲ Now profitable
vs −$1.3M in Q2 FY2025
Government subcontracts share of revenue vs 80.8% in Q2 FY2025
Revenue over time
Government subcontracts Prime government contracts Commercial contracts
$100M$50M$0

Who Do They Compete With?

Competes with Spirit Aerosystems, Kaman Aerospace, GKN Aerospace, Ducommun, LMI Aerospace, Northrop Grumman, Lockheed Martin, and Boeing

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