CPS Technologies Corporation
Industrials · Aerospace & Defense
Structural: niche MMC materials supplier with proprietary AlSiC processing technology; sole-source or limited-competition supplier on several defense and space programs; ~$30M revenue base with high gross margins on specialty components.
electrification of defense platforms (EVs, directed-energy, solid-state radar) drives demand for advanced thermal management; CTE-matched AlSiC is difficult to substitute; potential re-rating as AI/data-center power density pushes thermal engineering into the spotlight.
tiny float and micro-cap illiquidity amplify downside on any program delay; customer concentration in defense/aerospace creates lumpiness; capital-intensive manufacturing limits FCF conversion; competition from advanced ceramics and graphite composites.
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