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Analyses on Ashot (5)
- April 29, 2026
- March 19, 2026March 19, 2026
- Follow-up
Ashot: Aerospace backlog depth versus margin quality
Ashot's aerospace segment has real order depth, but most of it is long-dated and non-binding while current economics weakened in 2025 under a softer dollar and customer price pressure.
- Follow-up
Ashot: Reliance Gear and the U.S. turnaround test
Reliance Gear remains strategically important inside Ashot's U.S. footprint, but at the end of 2025 it is still not a proven economic platform and instead enters 2026 as an operational and commercial proof-year story.
- Follow-up
Ashot: The economics of the gearbox-overhaul program and what a ILS 560 million decade really means
ILS 560 million over a decade is depth for Ashot's new overhaul lines, not an immediate ILS 560 million revenue step-up. By late February only about ILS 253 million had become firm orders, while the balance sheet was already carrying the cost of the ramp.
Ashot in 2025: The order wave is already here, and now the test is throughput and cash
Ashot’s order wave is real, but the center of the 2026 story has shifted from whether demand exists to whether the company can convert it into throughput and cash without stretching working capital even further.
