PASSUR Aerospace (PSSR)

Saturday

5:06 AM

ThesisThe recent contract wins and positive customer feedback on new software modules suggest a strong demand trajectory, enhancing investor confidence.

Revenue Outlook

Metric	FY2020	FY2021
Revenue	$12M	$6M
Rev. Growth	-23.4%	-46.6%
EPS	$-1.60	$0.01
EPS Growth	-220%	+101%
P/E	—	29.8×

What’s Driving the Stock

01Recent contract win with a major airline for a multi-year analytics service, expected to generate $5M annually.
02Launch of a new software module that improves operational efficiency, with initial customer feedback indicating a 20% reduction in delays.
03Potential regulatory changes favoring data-driven air traffic management solutions, which could expand the market size.
04Digital transformation in aviation
05Increased focus on operational efficiency in air traffic management
06Changes in air traffic volumes, particularly in North America
07Adoption rates of new software solutions by airlines
08Regulatory changes impacting air traffic management

FY2021 Snapshot

Revenue: $6M
Rev. Growth: -46.6%
Gross Margin: 63.0%
Op. Margin: 18.7%
Net Margin: 1.5%
Net Income: $93.2K
NI Growth: +101%
EPS: $0.01
1Y Return: +7100%

My Notes

"Our new solutions are not just meeting expectations; they are exceeding them, driving operational efficiencies for our clients."
Moat: PASSUR's proprietary technology and established relationships with key industry players provide a moderate to strong competitive moat.
growth - Investors looking for exposure to the aerospace sector with a focus on technology-driven solutions.
Higher interest rates could increase financing costs for airlines, potentially leading to reduced spending on operational improvements…
Watch on earnings: Air traffic volume trends in North America, Adoption rates of PASSUR's software solutions, Customer retention rates.

One Sentence Summary:

PASSUR Aerospace: the setup is constructive — recent contract win with a major airline for a multi-year analytics service, expected to generate $5m annually.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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