Solrom Holdings

Design and production of electric and electronic systems and equipment for military market

Sector: DefenceMarket cap: NIS 474M
All analyses

Analyses on Solrom Holdings (1)

SOLROM Holdings 2025: Core defense execution improved, but 2026 still needs to prove broader backlog and commercial QCL

SOLROM exited 2025 with a better defense core, but earnings quality still leans partly on temporary rental economics and newly raised capital. That makes 2026 less about another good headline year and more about whether stronger margins can turn into broader backlog and whether…

March 24, 2026
Follow-up dives

Follow-up dives on Solrom Holdings (3)

Follow-up

SOLROM 2025: Customer concentration and backlog quality

This follow-up sharpens the SOLROM story by showing that the real question is not whether demand exists, but how strong and diversified that demand is. Customer A already drives more than half of revenue, an even larger share of receivables plus contract assets, and a material p…

March 24, 2026
Follow-up

SOLROM 2025: How much of profit really came from the defense core and how much from rent

SOLROM's 2025 profit was strong, but a meaningful part of its quality came from an unusually favorable rental layer that leaned on building adaptation for tenant use and advance payment, not only on recurring defense manufacturing.

March 24, 2026
Follow-up

SOLROM 2025: Is QCL really on its way to becoming a commercial engine?

SOLROM's QCL activity has already moved from a technology promise into first operational orders and real revenue, but as of the end of March 2026 it is still too small, too conditional, and too dependent on a narrow team to be treated as a proven commercial engine.

March 24, 2026