What is Northland Securities’ Forecast for ISSC Q2 Earnings?

Innovative Solutions and Support, Inc. (NASDAQ:ISSC) – Northland Securities reduced their Q2 2026 EPS estimates for shares of Innovative Solutions and Support in a research note issued on Friday, February 13th. Northland Securities analyst B. Brooks now expects that the aerospace company will earn $0.19 per share for the quarter, down from their prior estimate of $0.20. Northland Securities has a “Strong-Buy” rating on the stock. Northland Securities also issued estimates for Innovative Solutions and Support’s Q3 2026 earnings at $0.23 EPS, FY2026 earnings at $0.88 EPS, Q1 2027 earnings at $0.22 EPS, Q2 2027 earnings at $0.23 EPS, Q4 2027 earnings at $0.31 EPS and FY2027 earnings at $1.05 EPS.

Innovative Solutions and Support (NASDAQ:ISSC) last announced its quarterly earnings data on Thursday, February 12th. The aerospace company reported $0.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.10 by $0.15. Innovative Solutions and Support had a net margin of 21.02% and a return on equity of 31.80%. The company had revenue of $21.81 million for the quarter, compared to analysts’ expectations of $18.82 million.

A number of other equities research analysts also recently commented on the company. Wall Street Zen upgraded Innovative Solutions and Support from a “hold” rating to a “buy” rating in a research report on Saturday, November 22nd. Craig Hallum began coverage on Innovative Solutions and Support in a report on Friday, December 5th. They set a “buy” rating and a $16.00 target price for the company. Zacks Research upgraded Innovative Solutions and Support from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, December 24th. Jones Trading raised shares of Innovative Solutions and Support to a “strong-buy” rating in a research note on Monday, January 5th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Innovative Solutions and Support in a report on Thursday, January 22nd. Four research analysts have rated the stock with a Strong Buy rating, one has issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Strong Buy” and an average target price of $16.25.

Innovative Solutions and Support Trading Down 4.5%

Shares of NASDAQ:ISSC opened at $19.83 on Monday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.50 and a current ratio of 3.04. The stock has a market capitalization of $352.58 million, a price-to-earnings ratio of 18.89 and a beta of 0.64. Innovative Solutions and Support has a 1-year low of $5.30 and a 1-year high of $23.80. The company has a 50 day moving average price of $18.24 and a 200 day moving average price of $14.03.

Institutional Trading of Innovative Solutions and Support

A number of hedge funds have recently made changes to their positions in ISSC. Caitong International Asset Management Co. Ltd grew its position in Innovative Solutions and Support by 7,484.2% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 1,441 shares of the aerospace company’s stock valued at $27,000 after purchasing an additional 1,422 shares in the last quarter. Global Retirement Partners LLC acquired a new stake in shares of Innovative Solutions and Support during the 4th quarter valued at $36,000. Bank of America Corp DE boosted its stake in shares of Innovative Solutions and Support by 589.9% during the 3rd quarter. Bank of America Corp DE now owns 9,113 shares of the aerospace company’s stock valued at $114,000 after buying an additional 7,792 shares during the period. Matauro LLC acquired a new stake in shares of Innovative Solutions and Support during the 3rd quarter valued at $125,000. Finally, Quantbot Technologies LP acquired a new position in shares of Innovative Solutions and Support in the third quarter worth $160,000. 28.53% of the stock is owned by hedge funds and other institutional investors.

Key Innovative Solutions and Support News

Here are the key news stories impacting Innovative Solutions and Support this week:

• Positive Sentiment: Q1 beat on both EPS and revenue: ISSC reported $0.25 EPS vs. consensus ~$0.10 and revenue of $21.8M vs. ~$18.8M, confirming the quarter materially outperformed estimates. Innovative Solutions and Support, Inc. (ISSC) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Significant margin and profitability improvement: gross margin expanded (~54.5%) and operating income rose to ~$6.3M, driven by higher‑margin aftermarket sales and disciplined costs — supporting higher profitability going forward. Management reiterated long‑term targets ($250M revenue and 25–30% EBITDA margin). Innovative Solutions Q1 2026 Earnings Show Strong Growth Despite F-16 Timing Effects
• Neutral Sentiment: Earnings call/transcript and replay available for deeper color — useful for investors who want management’s detail on backlog, margins and timing. Innovative Aerosystems, Inc. (ISSC) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Comparative performance coverage: sector pieces note ISSC has outpaced some aerospace peers year‑to‑date, which may influence relative valuation discussions. Has Innovative Solutions and Support (ISSC) Outpaced Other Aerospace Stocks This Year?
• Negative Sentiment: Near‑term revenue timing risk: management said organic revenue is expected to be roughly flat year‑over‑year because certain F‑16 revenues were pulled forward, creating a timing headwind — this can pressure short‑term top‑line growth despite strong margins. Innovative Solutions Q1 2026 Earnings Show Strong Growth Despite F-16 Timing Effects
• Neutral Sentiment: Short‑interest data posted in market feeds looks erroneous (shows 0 shares and NaN changes); no clear evidence of a meaningful short squeeze or squeeze risk at present. (Data reliability note.)

About Innovative Solutions and Support

Innovative Solutions and Support, Inc (NASDAQ: ISSC) is a provider of technology solutions and mission support services to U.S. federal government agencies, with a focus on defense, intelligence, and national security programs. The company delivers integrated program management, systems engineering, and advanced IT infrastructure support designed to enhance operational readiness and maintain secure, scalable environments for mission-critical operations.

Its core service offerings include systems integration, custom software development, data analytics, cybersecurity, and logistics management.