TAT Technologies details 2025 growth and $550M backlog

TAT Technologies Ltd. furnished a Form 6-K with an investor presentation summarizing its 2025 performance and outlook.

(Neutral)

Form Type

6-K

Rhea-AI Filing Summary

TAT Technologies Ltd. furnished a Form 6-K with an investor presentation summarizing its 2025 performance and outlook. The company positions itself as a thermal solutions and aviation MRO specialist with more than 60 years of experience and dual listings on Nasdaq and the Tel Aviv Stock Exchange.

Management highlights high growth rates, strong demand across thermal solutions, APU services, landing gear MRO, and trading & leasing, and a trusted base of over 300 customers. The presentation cites a $550M backlog as of Q4 2025 from long-term agreements and orders, double-digit revenue growth, expanding gross and operating margins, and positive cash flow from operations, supported by what it calls a strong balance sheet.

The company outlines growth pillars including entry into a market of more than $2B for APU services, major landing gear MRO cycles under strategic OEM agreements, thermal solutions opportunities tied to new aircraft production and emerging eVTOL aviation, and potential M&A using existing infrastructure. It also points to future technologies such as additive manufacturing and thermal systems for electric and autonomous aircraft.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does TAT Technologies (TATT) disclose in its March 2026 Form 6-K?

TAT Technologies furnishes an investor presentation summarizing 2025 results and strategy. It emphasizes high growth, expanding margins, a $550M Q4 2025 backlog, and strong demand across thermal solutions, APU services, landing gear MRO, and trading and leasing operations.

How large is TAT Technologies' backlog according to the 2025 results presentation?

The presentation reports a $550M backlog as of Q4 2025, combining long-term agreements and orders. This figure reflects contracted future work for OEM components and MRO services and is based on average historical order quantities and remaining agreement terms.

Which business segments drive growth for TAT Technologies (TATT) in 2025?

TAT highlights thermal solutions, APU services, landing gear MRO, and trading and leasing as strategic growth engines. These segments diversify revenue and benefit from aircraft production growth, strong MRO demand, supply chain challenges, and the company’s OEM certifications and long-term customer agreements.

What financial trends does TAT Technologies report for 2025?

The company points to double-digit revenue growth, improving gross profit and gross margin, rising operating income and net income, and positive cash flow from operations. It also describes its balance sheet as strong, supporting potential future leverage and execution of its growth strategy.

How is TAT Technologies positioned in the APU and landing gear markets?

TAT is a Honeywell-authorized OEM and licensed MRO provider for multiple APU platforms, entering a market described as exceeding $2B. It also maintains strategic agreements and certifications for landing gear MRO across Embraer, Gulfstream, and ATR platforms, targeting upcoming major MRO cycles.

What long-term growth opportunities does TAT Technologies (TATT) highlight?

The company cites M&A as a future growth tool, supported by existing infrastructure. It also targets thermal systems for electric and autonomous aircraft, full thermal solutions to engine heads, and additive manufacturing and 3D printing as technology-driven expansion opportunities in aviation markets.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/18/2026 - 04:30 PM

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

F O R M 6-K

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16

UNDER THE SECURITIES EXCHANGE ACT OF 1934

For the month of March 2026

TAT TECHNOLOGIES LTD.

(Name of Registrant)

9335, Harris corners, Charlotte, N.C

(Address of Principal Executive Office)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

Form 20-F ☒ Form 40-F ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ☐

Indicate by check mark if the rlegistrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ☐

Indicate by check mark whether by furnishing the information contained in this Form, the registrant is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.

Yes ☐ No ☒

If "Yes" is marked, indicate below the file number assigned to the registrant in connection with Rule 12g3-2(b): 82- ____________

TAT Technologies Ltd.

TAT Technologies Ltd. (the “Company”) hereby furnishes the following documents:

Item/Exhibit No.		Description
99.1		Company presentation dated March 18, 2026, re: TAT Technologies Ltd. Reports 2025 Results.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

TAT TECHNOLOGIES LTD.

(Registrant)

By: /s/ Ehud Ben-Yair

Ehud Ben-Yair

Chief Financial Officer

Date: March 18, 2026

Exhibit 99.1

INVESTOR PRESENTATION March 2026

DISCLAIMER Forward-Looking Statements This presentation may contain certain forward-looking statements about us and our industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this presentation, including statements regarding our strategy, future financial condition, future operations, projected costs, prospects, plans, objectives of management, and expected market growth (both generally and with respect to our company), are forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Generally, the words “expects,” “anticipates,” “targets,” “goals,” “projects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” or variations of such words and similar expressions identify forward-looking statements. These forward-looking statements involve certain risks and uncertainties, including those described in the section titled “Risk Factors” and elsewhere in our Annual Report on Form 20-F for the year ended December 31, 2025 and future quarterly reports. Any forward-looking statements in this presentation are not guarantees of future results, levels of activity, performance or events and circumstances, and actual results, developments and business decisions may differ materially from those contemplated by those forward-looking statements. The forward-looking statements made in this presentation relate only to events as of the date on which the statements are made. We undertake no obligation to update any forward-looking statements made in this presentation to reflect events or circumstances after the date of this presentation or to reflect new information or the occurrence of unanticipated events, except as required by law.

DISCLAIMER (cont.) Non-U.S.-GAAP Financial Measures This presentation includes certain financial information that is not presented in accordance with The U.S. GAAP, including Adjusted EBITDA and Adjusted EBITDA Margin. We refer to these measures as “non-U.S. GAAP” financial measures. We present these non-U.S. GAAP measures as we believe that their presentation of these enhances an investor’s understanding of our financial performance. Although these non-U.S. GAAP measures are frequently used by investors and securities analysts in their evaluations of companies in industries similar to ours, these non-U.S. GAAP measures have limitations as analytical tools, are not measurements of our performance under U.S. GAAP and should not be considered as alternatives to net income or any other performance measures derived in accordance with U.S. GAAP and should not be used by investors or other users of our financial statements in isolation for formulating decisions, as such non-U.S. GAAP measures exclude a number of important cash and non-cash charges. You should be aware that our presentation of these and other non-U.S. GAAP financial measures in this presentation may not be comparable to similarly titled measures used by other companies. A reconciliation of each of these non-U.S. GAAP measures to its most directly comparable financial measure calculated in accordance with U.S. GAAP is provided in the Appendix to this presentation. Industry and Market Data Within this presentation, we reference information and statistics regarding the market for our products and services. We have obtained some of this statistical data, market data and other industry data from public filings, industry publications and studies conducted by third-party sources. Some data and other information contained in this presentation are also based on management’s estimates and calculations, which are derived from our review and interpretation of internal surveys and independent sources. Data regarding the industries in which we compete and our market position and market share within these industries are inherently imprecise and are subject to significant business, economic and competitive uncertainties beyond our control, but we believe they generally indicate size, position and market share within this industry. In addition, assumptions and estimates of our and our industries’ future performance are necessarily subject to a high degree of uncertainty and risk due to a variety of factors. These and other factors could cause our future performance to differ materially from our assumptions and estimates. Target Market Share Potential This presentation includes a reference to “Target Market Share Potential,” which is not a forecast, but rather TAT’s target market share expansion for the engines and platforms indicated over the next two to three years. TAT’s potential market expansion is subject to factors outside of TAT’s control, such as market growth resulting from new entrants. Additionally, in the case of the 331-20X engine, TAT’s target market share is subject to TAT’s successful procurement of new contracts expected to be within its pipeline during the period, which may not come up for bid as expected or TAT may not successfully procure. Trademarks, Trade Names, Service Marks and Copyrights We own or have rights to use various trademarks, tradenames, service marks and copyrights, which are protected under applicable intellectual property laws. This presentation also contains trademarks, tradenames, service marks and copyrights of other companies, which are, to our knowledge, the property of their respective owners. Solely for convenience, certain trademarks, tradenames, service marks and copyrights referred to in this presentation may appear without the ©, ®, and symbols, but such references are not intended to indicate, in any way, that we will not assert, to the fullest extent under applicable law, our rights or the rights of the applicable licensors to these trademarks, tradenames, service marks and copyrights. We do not intend our use or display of other parties’ trademarks, tradenames, service marks or copyrights to imply, and such use or display should not be construed to imply a relationship with, or endorsement or sponsorship of us by, these other parties. ACRONYM GUIDE OEM: Original Equipment Manufacturer MRO: Maintenance, Repair & Overhaul APU: Auxiliary Power Unit LTA: Long-Term Agreement LG: Landing Gear HX: Heat Exchanger

KEY STRATEGIC PRODUCT & SERVICE OFFERINGS Thermal Solutions Market Leader MRO & OEM 60+ years of experience Thermal Solutions Partnership with Gulfstream Landing Gear MRO 10-year exclusive contract with Honeywell APU Honeywell Licensee MRO APU MRO • Honeywell Leasing & Trading Strong presence in APU leasing and parts trading Landing Gear Authorized MRO • Gulfstream • Embraer • ATR Note: Charts based on % contribution for FY2025 revenue Other non-strategic product lines represent 14% of the total revenue

Experienced senior management team with significant depth, longevity and industry experience. EXPERIENCED AND PROVEN LEADERSHIP TAT Technologies is dually listed on NASDAQ and on the Tel Aviv Stock Exchange AMOS MALKA IGAL ZAMIR EHUD BEN YAIR JASON LEWANDOWSKI CHAIRMAN OF THE BOARD Since 2016 PRESIDENT & CHIEF EXECUTIVE OFFICER Since 2016 CHIEF FINANCIAL OFFICER Since 2018 CHIEF OPERATING OFFICER Since 2022 Major General (ret.) Former Head of the Israeli Defense Intelligence and Commander of the IDF Ground Forces Command. Retired 2002. Previous Positions: Chairman of the Board, Logic Industries, Ltd. Chairman of the Boards, Plasan Sasa, Ltd. CEO, Elul Technologies, Ltd. Previous Positions: President, Mapco Express (subsidiary of Delek US Holdings, Inc) CEO, Metrolight, Ltd. CEO, Rostam, Ltd Previous Positions: CFO, SHL Telemedicine (SHLTN) CFO & Vice CEO, Opgal Optronics (Subsidiary of Elbit Systems and Rafael) CFO, Orad Hi Tech Systems (OHT) Previous Positions: GM, VP Manufacturing, Proterra Sr. Director Operations, Honeywell Aerospace Surface Warfare Officer, US NAVY

TAT SUBSTANTIAL OFFERINGS Thermal components for Environmental Control Systems THERMAL SOLUTIONS Thermal components for galley THERMAL SOLUTIONS Thermal components for power electronics THERMAL SOLUTIONS Thermal components for fuel inerting system THERMAL SOLUTIONS LANDING GEAR Thermal components for hydraulic systems THERMAL SOLUTIONS MRO APU MRO 6

GLOBAL PRESENCE 209 Employees 42 Employees 7 205 Employees 203 Employees

VALUE PROPOSITION High Growth Rates Strategic Capabilities Supporting Future Growth Strong Demand for Products & Services Proven Leadership Team ON AN UPWARD TREND ($M) Including Tier 1 aircraft manufacturers, system integrators and airlines Trusted Partner with 300+ Customers $550M Backlog (Q4-25)& Long-term Agreements 8 (1) Adjusted EBITDA is a non-U.S. GAAP measure. Please see the appendix for a reconciliation of Adjusted EBITDA to the most comparable U.S. GAAP measures. * 1 Quarterly figures may not sum to annual totals due to rounding 1

Sources: Oliver Wyman. Note: New aircraft production includes B737, B787, B777, B767, A320, A220, A330 and A350 models AEROSPACE MARKET OUTLOOK High Global Demand for Component MRO ($B) New Aircraft Production on an Upward Trend*

SEVERAL PILLARS WILL SUPPORT THE COMPANY’S CONTINUED STRONG GROWTH APU – Entered a +$2B market through new OEM certifications. The Company is well-positioned against competition and supply chain challenges. Landing Gear MRO Cycle – Entering major MRO cycles with two key strategic agreements in place. Thermal Solutions – MRO leadership with certified OEM capabilities, benefiting from strong global demand for MRO and growth in new aircraft production, fleet conversions, and emerging eVTOL aviation. Trading & Leasing – Enable clients to overcome supply chain challenges and benefit from TAT’s in-house MRO capabilities across all products. 10 INVESTOR PRESENTATION - March 2026 KEY GROWTH ENGINES DRIVE NEAR-TERM AND FUTURE GROWTH 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.

BACKLOG Value of Long-Term Agreements (LTAs) and Backlog LTAs and Backlog ($M)(1) Q4-2025 LTAs & BACKLOG (1) Value of LTAs calculated by taking the average annual order quantity for OEM components and MRO services for each customer and multiplying by prior year average revenue per order and remaining years in the agreement, adjusting for any forward guidance from customers

Q4 2025 and FY2025 RESULTS Key Indicators (1) Adjusted EBITDA and Adjusted EBITDA Margin are non-U.S. GAAP measures. Please see the appendix for a reconciliation of Adjusted EBITDA and Adjusted EBITDA Margin to the most comparable U.S. GAAP measures Continued Growth And Margin Expansion in 2025 (1) (1)

APPENDIX

PRODUCT AND SERVICE OFFERINGS

THERMAL SOLUTIONS OVERVIEW OEM Solutions & MRO Services Delivers end-to-end thermal solutions: Design and manufacturing of high-performance OEM-certified systems and products for tier 1 aircraft and system manufacturers Specialized MRO services for both U.S. and international airlines and the majority of government aerospace & defense contractors in the U.S. REVENUE ($M) KEY CUSTOMERS

THERMAL SOLUTIONS Short Term: The “After COVID” effect increased demand for flights, and a constrained supply of new aircraft is creating strong demand for Aviation MRO services Close and long-lasting relationships with clients and our multi-product offering as an OEM and MRO service provider enable us to gain market share by increasing our value proposition to customers R&D capabilities as an OEM enable us to participate in bids for new types of engines, aircraft platforms and technologies Long Term: Intellectual capital from decades of experience in providing thermal components and solutions for integrators enables us to offer a holistic solution as a Thermal System OEM and MRO service provider Market-leading R&D capabilities in thermal solutions put us on the front line for future aviation designs, such as electrification of aircraft and eVTOL Addressable Market INVESTOR PRESENTATION - March 2026

Maintenance, Repair & Overhaul (MRO) OEM and licensed MRO service provider for multiple APU platforms representing over 25,000 aircrafts still in production As a Honeywell authorized service partner, the Company is one of a few licensed providers, creating a significant commercial advantage and competitive position in the market REVENUE ($M) APU SERVICES OVERVIEW KEY CUSTOMERS Quarterly figures may not sum to annual totals due to rounding

APU SERVICES 331-20X 331-500 131 STRATEGIC AGREEMENTS Addressable Market (1) (1) (1) (1) (2) (1) From publicly available data provided by Boeing and Airbus, accessed as of April 2025, and Company management estimates As stated in the disclaimer slides, market share potential may not be realized See “Disclaimer – Target Market Share Potential” for further discussion of our target market share growth

LANDING GEAR OVERVIEW MRO Services Provider of landing gear MRO services for systems across multiple platforms utilized in commercial airline, business jet and military markets Maintain strategic agreements with and certifications from OEMs that ensure access to the landing gear market and ongoing opportunities within the following fleets of aircraft: AUTHORIZED Embraer – E170/175 aircraft OEM authorized U.S. provider Gulfstream – G400 and G500 Exclusive provider to Gulfstream ATR – 42/72 aircraft REVENUE ($M) Quarterly figures may not sum to annual totals due to rounding

LANDING GEAR Growing demand for MRO services in landing gear • Full in-house capabilities in MRO - Machining services - Plating services • Resulting in lower cost Addressable Market

TRADING & LEASING Leasing: Lease inventory of 29 APU engines, including 331-500 utilized on the Boeing 777 aircraft This service enables the Company to meet growing demand of our customers by helping them overcome the market shortage for APUs and related parts Trading: Trade APU parts, heat exchangers, landing gear and other parts across all TAT product lines and service offerings Allows the Company to manage inventory efficiently as well as maintain an ongoing supply of the most in-demand parts REVENUE ($M) Quarterly figures may not sum to annual totals due to rounding

TRADING & LEASING Leasing – With a large and diversified pool of 29 APUs, we provide leasing solutions to our customers while leveraging our in-house MRO capabilities to support their ongoing operational needs and ensure high fleet availability Trading – As the industry suffers from supply chain challenges, our variety of solutions and in-house engineering capabilities, from small components such as valves and pumps through heat exchangers (OEM/MRO) to APU and landing gear MRO services, gives us a wide market reach to meet industry needs

OTHER CAPABILITIES Nearly 50 years of experience developing fluid controls and accessories for defense and commercial platforms Provides highly qualified, durable and affordable Environmental Control Systems (ECS) for defense applications Utilizes advanced technologies to repair and recondition turbine components for both commercial and military applications as well as ground turbines One-stop-shop offering a multitude of specialized services for repair, refurbishment or remanufacturing of components REVENUE ($M) Quarterly figures may not sum to annual totals due to rounding

NEW TECHNOLOGIES Future Growth Drivers ADDITIVE MANUFACTURING & 3D PRINTING THERMAL SYSTEMS FOR ELECTRIC AIRCRAFT & AUTONOMOUS AIRCRAFT FULL THERMAL SOLUTIONS TO ENGINE HEADS

Financial

Q4 2025 RESULTS Key Indicators Growth Across All Key Performance Metrics (1) Adjusted EBITDA and Adjusted EBITDA Margin are non-U.S. GAAP measures. Please see the appendix for a reconciliation of Adjusted EBITDA and Adjusted EBITDA Margin to the most comparable U.S. GAAP measures (1) (1)