CPI Aerostructures Receives Orders from Collins Aerospace for RF/EMI Shielded Enclosures

Rhea-AI Summary

CPI Aerostructures (NYSE American: CVU) received follow-on orders from Hamilton Sundstrand, part of Collins Aerospace, for RF/EMI shielded enclosures with deliveries scheduled through mid-2027. Compac Development, a wholly owned subsidiary, will supply proprietary and custom RF/EMI enclosures from prototype to production.

The orders extend a long-standing supply relationship and rely on Compac’s off-the-shelf catalog and custom manufacturing capabilities to meet Collins Aerospace’s delivery timeline.

Positive

• Follow-on orders received from Collins Aerospace (Hamilton Sundstrand)
• Deliveries scheduled through mid-2027, providing multi-period revenue visibility
• Compac is a wholly owned supplier with proprietary catalog and custom manufacturing

Negative

• None.

News Market Reaction – CVU

-1.90%

1 alert

-1.90% News Effect

-$1M Valuation Impact

$62M Market Cap

0.0x Rel. Volume

On the day this news was published, CVU declined 1.90%, reflecting a mild negative market reaction. This price movement removed approximately $1M from the company's valuation, bringing the market cap to $62M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Deliveries timeline: through mid-2027 Subsidiary founding year: 1976

2 metrics

Deliveries timeline through mid-2027 Collins Aerospace RF/EMI shielded enclosures orders

Subsidiary founding year 1976 Compac Development Corporation established

Market Reality Check

Price: $4.65 Vol: Volume 141,471 is slightl...

normal vol

$4.65 Last Close

Volume Volume 141,471 is slightly below the 20-day average of 149,239 ahead of this news. normal

Technical Price $4.74 is trading above the 200-day MA at $3.17, reflecting a pre-existing uptrend.

Peers on Argus

Momentum data flags XTIA moving up and KITT moving down, with no clear, unified ...

1 Up 1 Down

Momentum data flags XTIA moving up and KITT moving down, with no clear, unified sector direction and no related peer headlines, suggesting this CPI Aero order news is stock-specific.

Historical Context

5 past events · Latest: Mar 09 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Mar 09	Defense sustainment orders	Positive	+3.7%	Funded MH-60 SEAHAWK stabilator overhaul and repair orders totaling $4M.
Mar 03	Follow-on pods orders	Positive	+6.6%	Raytheon follow-on orders for airborne pods with $6M funded and $12M ceiling.
Feb 26	Engine inlet contracts	Positive	+3.1%	Additional $4.2M Embraer orders for Phenom 300 engine inlet assemblies.
Feb 24	F-16 assembly orders	Positive	+4.0%	Lockheed F-16 structural assembly orders worth $9M, deliveries through 2028.
Dec 09	CFO appointment	Neutral	+0.3%	Appointment of a new CFO with over 30 years of finance experience.

Pattern Detected

Recent funded order announcements have generally seen positive next-day price reactions.

Recent Company History

Over the past few months, CPI Aero has repeatedly announced new funded orders across major aerospace customers. In Feb–Mar 2026, it reported a $9M F‑16 structural assembly order from Lockheed Martin, $4.2M in engine inlet work from Embraer, and funded follow-on orders from Raytheon totaling $6M with a $12M ceiling. A $4M Sikorsky MH‑60 sustainment order followed on Mar 9, 2026. These contract wins, plus a new CFO appointment in Dec 2025, frame today’s Collins Aerospace follow-on orders as part of an ongoing contract-growth trend.

Market Pulse Summary

This announcement highlights follow-on orders from Collins Aerospace for RF/EMI shielded enclosures,...

Analysis

This announcement highlights follow-on orders from Collins Aerospace for RF/EMI shielded enclosures, with deliveries running through mid-2027 via CPI Aero’s Compac subsidiary. It adds to a sequence of recent contract wins across Lockheed, Embraer, Raytheon and Sikorsky, reinforcing the company’s role as a Tier 1 subcontractor and DoD prime. Investors may watch for order size disclosures in future releases, backlog trends, and execution on long-dated delivery schedules as key indicators of ongoing demand strength.

Key Terms

rf/emi, electromagnetic interference, rfi/emi shielding, mro services

4 terms

rf/emi technical

"follow-on orders for RF/EMI (Radio Frequency/Electromagnetic Interference) shielded enclosures"

RF/EMI stands for radio frequency and electromagnetic interference, which covers the radio signals a device intentionally uses and the unwanted electromagnetic ‘noise’ it can emit or pick up. Think of it like ensuring radios in a crowded room don’t talk over each other; testing and controls prove a product won’t disrupt other equipment and won’t fail in real-world environments. For investors, RF/EMI compliance affects regulatory approval, product reliability, market access, liability risk and potential costs or delays that can impact revenue and reputation.

electromagnetic interference technical

"RF/EMI (Radio Frequency/Electromagnetic Interference) shielded enclosures"

Electromagnetic interference is unwanted electric or magnetic energy that disrupts the normal operation of electronic devices, like static on a radio or someone speaking over a phone call. It matters to investors because interference can reduce product reliability, trigger regulatory testing or recalls, raise development and compliance costs, and hurt sales or reputation—any of which can affect a company’s revenue and risk profile.

rfi/emi shielding technical

"Compac specializes in RFI/EMI shielding, providing high-quality, dependable, and fast-delivery"

RFI/EMI shielding is material or design used to block or reduce unwanted radio-frequency and electromagnetic signals that can interfere with electronic devices, like putting up noise-blocking walls around a noisy neighbor. For investors, effective shielding matters because it improves product reliability, reduces returns and warranty costs, enables regulatory compliance and market access, and can be a competitive advantage for companies making electronics, telecommunications equipment, automotive systems, or medical devices.

mro services technical

"assembly operations and MRO services to this global network of customers"

MRO services are the routine maintenance, repairs and supplies that keep machinery, buildings and operations running smoothly — similar to regular servicing, spare parts and cleaning for a car fleet. For investors, MRO affects a company’s reliability, operating costs and downtime risk: predictable MRO spending supports steady production and cash flow, while failures or rising MRO costs can reduce profits and disrupt revenue.

AI-generated analysis. Not financial advice.

EDGEWOOD, N.Y., March 12, 2026 (GLOBE NEWSWIRE) -- CPI Aerostructures, Inc. (“CPI Aero” or the “Company”) (NYSE American: CVU) announced that Hamilton Sundstrand, a part of Collins Aerospace, has placed follow-on orders for RF/EMI (Radio Frequency/Electromagnetic Interference) shielded enclosures. These new orders will see deliveries continue through mid-2027.

Compac Development Corporation, a wholly-owned subsidiary of CPI Aero, is a leading producer of RF/EMI shielded enclosures. Established in 1976, Compac offers a catalog of proprietary models in standard "off-the-shelf" sizes along with custom manufacturing capabilities ranging from prototype to production. Compac specializes in RFI/EMI shielding, providing high-quality, dependable, and fast-delivery solutions.

“CPI provides precision engineered Radio Frequency Enclosures for numerous customers across multiple markets. We are proud of the long-standing relationship with Collins Aerospace and the trust they place in CPI Aero to deliver high quality products in support of their business,” stated Dorith Hakim, CPI Aero’s CEO & President.

About CPI Aero

CPI Aero is a prime contractor to the U.S. Department of Defense as well as a Tier 1 subcontractor to some of the largest aerospace and defense contractors in the world. CPI Aero provides engineering, program management, supply chain management, assembly operations and MRO services to this global network of customers. CPI Aero is recognized as a leader within the international aerospace market in such areas as aircraft structural assemblies, military advanced tactical pod structures, engine air inlets, and complex welded products. CPI Aero’s international customer base enjoys a unique combination of large-company capabilities, matched with small-company value, responsiveness, and personal customer service.

Forward-looking Statements 

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact, included or incorporated in this press release are forward-looking statements. The Company does not guarantee that it will actually achieve the plans, intentions or expectations disclosed in its forward-looking statements and you should not place undue reliance on the Company’s forward-looking statements.

Forward-looking statements involve risks and uncertainties, and actual results could vary materially from these forward-looking statements. There are a number of important factors that could cause the Company’s actual results to differ materially from those indicated or implied by its forward-looking statements, including those important factors set forth under the caption “Risk Factors” in the Company’s Annual Report on Form 10-K for the period ended December 31, 2024 filed with the Securities and Exchange Commission. Although the Company may elect to do so at some point in the future, the Company does not assume any obligation to update any forward-looking statements and it disclaims any intention or obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.

CPI Aero® is a registered trademark of CPI Aerostructures, Inc. For more information, visit www.cpiaero.com, and follow us on Twitter @CPIAERO.

Contacts: Investor Relations Counsel Alliance Advisors IR  Jody Burfening (212) 838-3777 cpiaero@allianceadvisors.com

CPI Aerostructures, Inc. Robert Mannix Chief Financial Officer (631) 586-5200 rmannix@cpiaero.com www.cpiaero.com

                                                        

FAQ

What did CPI Aerostructures (CVU) announce on March 12, 2026 about Collins Aerospace orders?

CPI Aerostructures announced follow-on orders from Hamilton Sundstrand for RF/EMI shielded enclosures. According to the company, deliveries will continue through mid-2027 and will be fulfilled by its Compac subsidiary using proprietary and custom models.

How long will CPI Aerostructures deliver RF/EMI enclosures to Collins Aerospace under the March 12, 2026 orders?

Deliveries are scheduled to continue through mid-2027. According to the company, the timeline covers ongoing shipments from Compac Development to meet Collins Aerospace requirements across 2026 and into 2027.

Which CPI Aerostructures unit will supply the RF/EMI shielded enclosures for CVU orders?

Compac Development, a wholly owned subsidiary of CPI Aerostructures, will supply the enclosures. According to the company, Compac offers proprietary off-the-shelf models plus custom prototype-to-production manufacturing.

What types of RF/EMI enclosures will CPI Aerostructures provide to Collins Aerospace (CVU)?

CPI will provide both proprietary off-the-shelf RF/EMI shielded enclosures and custom-manufactured units. According to the company, Compac’s catalog and custom capabilities support prototype through production requirements.

Does the March 12, 2026 announcement indicate a long-term relationship between CVU and Collins Aerospace?

Yes, the announcement reflects a continuing supply relationship with Collins Aerospace. According to the company, these are follow-on orders that build on a long-standing partnership and trust in CPI Aero’s deliveries.

How does the CVU announcement affect Compac Development’s production responsibilities?

Compac Development will continue producing RF/EMI shielded enclosures to fulfill Collins Aerospace orders through mid-2027. According to the company, Compac’s capabilities cover both standard catalog products and custom manufacturing needs.