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M-tron Industries, Inc.

75.94+37.0%1Y · USD

M-tron Industries, Inc. designs, manufactures, and markets frequency and spectrum control products that manage signal frequency and timing in electronic circuits. Its offerings include radio frequency, microwave, and millimeter wave filters; cavity, crystal, ceramic, lumped element, and switched filters; and oscillators such as oven-controlled crystal oscillators (OCXO), integrated phase-locked loop OCXOs, temperature-compensated crystal oscillators, voltage-controlled crystal oscillators, and low jitter and harsh environment oscillators. The company also provides crystal resonators, integrated microwave assemblies, and solid-state power amplifier products. It serves commercial and military aerospace, defense, space, avionics, and industrial markets, and was founded in 1965 with headquarters in Orlando, Florida.

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United States
Defense & Geopolitical Fragmentation▲2

M-tron Industries wins $4.5M air defense order

M-tron Industries announced on Tuesday that it received a $4.5 million order from a top U.S. defense prime contractor for a major air defense program. The two-year contract covers high-performance RF filters and represents a 50% increase in annual volume compared with previous 12-month orders for the program. The program is expected to remain in production beyond 2030, while the company will perform the work in Orlando, Florida, through 2028. CEO Cameron Pforr said the award reflects the confidence of major defense contractors in M-tron's ability to supply mission-critical RF components at scale.
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Defense & Geopolitical Fragmentation › Defense Electronics, EW & Sensors ▲Demand
MPTI · Demand · Positive Wins $4.5M order for RF filters, a 50% volume increase, from a top defense prime.
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Defense & Geopolitical Fragmentation▲2

M-tron Industries Secures $4M Defense Contract for Electronic Warfare System

M-tron Industries has secured $4 million in production contracts from a US Department of Defense contractor to support a next-generation electronic warfare system. The order includes high-performance radio frequency components such as high-power spectrum control solutions, with work taking place in Orlando, Florida, and continuing through 2027. The program is expected to remain in production past 2030, reinforcing the company's presence in the electronic warfare sector where it provides components for radar, communication systems, drones, and space platforms.
About megatrends
Defense & Geopolitical Fragmentation › Defense Electronics, EW & Sensors Supply
MPTI · Demand · Positive Secured $4M production contract for next-gen electronic warfare system components, with production continuing through 2027 and expected past 2030.
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Insider Monkey·87dRead more →
Defense & Geopolitical Fragmentation▲

M-Tron Industries Stock More Than Doubles in 2026 on AI and Space Tailwinds

M-Tron Industries has more than doubled year to date in 2026, crushing the S&P 500, as the small-cap radio-frequency component maker benefits from growing demand in artificial intelligence and space exploration. The company recently secured a $6.8 million follow-on order for counter-drone radar programs, and its first-quarter sales rose 15.3% year over year with a 38.4% jump in backlog. M-Tron Industries' components can improve AI data center efficiency and speed data transfer between chips, while Nvidia's push into AI radio access networks and the expanding space economy—highlighted by SpaceX's record-breaking IPO above a $2 trillion market cap—present additional long-term opportunities. The company already holds more than 150 design wins on satellite platforms and manned spacecraft, positioning it to capitalize on potential constellations of AI data center satellites.
About megatrends
Defense & Geopolitical Fragmentation › Counter-UAS / Counter-Drone ▲Demand
Defense & Geopolitical Fragmentation › Defense Electronics, EW & Sensors ▲Demand
Space Economy › Satellite & Spacecraft Manufacturing ▲Demand
Artificial Intelligence › AI Networking & Interconnect Technology
MPTI · Demand · Positive Growing demand in AI and space, plus a $6.8M follow-on order for counter-drone radar and 15.3% sales growth.
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