EX-99.1 2 exhibit_99-1.htm EXHIBIT 99.1

Exhibit 99.1
INVESTOR PRESENTATION May 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. 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 Q1-2026 revenue Other non-strategic product lines represent 15% 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

7 GREENSBORO, NC APU, Landing Gear, MPG, MRO TULSA, OK OEM & MRO Thermail Solutions CHARLOTTE, NC Group Office KIRYAT GAT, ISRAEL OEM & MRO Thermal Solutions Other Capabilities SHENZHEN, CHINA Thermal Components MRO in partnership with LTS-Lufthansa Shenzhen

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 $580M Backlog (Q1-26)& 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

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. Landing Gear MRO Cycle – Entered a major MRO cycle 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 - May 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) Q1-2026 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

Q1 2026 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 (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

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

Q1 2026 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 (1) (1)

REVENUE BY PRODUCT Quarterly figures may not sum to annual totals due to rounding

UPWARD TRENDING REVENUE *Annual CAGR 2023-2025

GROSS PROFIT AND GROSS PROFIT MARGIN *Annual CAGR 2023-2025

OPERATING INCOME *Annual CAGR 2023-2025

NET INCOME *Annual CAGR 2023-2025

CASH FLOW Positive Cash Flow From Operations

BALANCE SHEET HIGHLIGHTS Strong Balance Allows Future Leverage

RECONCILIATION OF NET INCOME TO ADJUSTED EBITDA (NON-GAAP) (UNAUDITED)