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Innovative Solutions & Support Inc. (ISSC) Fundamental Analysis & AI Grade 2026

ISSC Nasdaq Services-Computer Programming Services PA CIK: 0000836690
Updated This Month • Analysis: May 16, 2026 • SEC Data: 2026-03-31
Combined AI Grade
A
72% Confidence
STRONG AGREEMENT
A
68% Conf
A
76% Conf

📊 ISSC Key Takeaways

Revenue: $44.2M
Net Margin: 17.0%
Free Cash Flow: $7.7M
Current Ratio: 3.23x
Debt/Equity: 0.76x
EPS: $0.41
AI Grade: A with 68% confidence
Innovative Solutions & Support Inc. (ISSC) receives a A fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $44.2M, net profit margin of 17.0%, and return on equity (ROE) of 10.4%, Innovative Solutions & Support Inc. demonstrates strong fundamentals in the Technology sector. Below is our complete ISSC stock analysis for 2026.

Is Innovative Solutions & Support Inc. (ISSC) a Good Investment?

Claude

Strong revenue growth of 78.6% YoY demonstrates solid market traction in computer programming services, supported by healthy operating margins (25.4%) and positive free cash flow ($7.7M). However, flat net income growth despite significant topline expansion raises concerns about cost management and operating leverage that require monitoring.

ChatGPT

ISSC shows strong fundamental momentum with very high revenue growth, robust margins, and strong free cash flow conversion. The balance sheet appears healthy with solid liquidity and manageable leverage, supporting financial flexibility. The main caution is that net income growth lagged revenue growth, which raises questions about earnings durability and cost absorption going forward.

Innovative Solutions & Support Inc. Key Strengths (ISSC)

Claude
  • + Exceptional revenue growth of 78.6% YoY showing strong market demand and execution
  • + Solid profitability with 17.0% net margin and 25.4% operating margin across the revenue base
  • + Strong liquidity position with 3.23x current ratio and positive $7.7M free cash flow providing financial flexibility
  • + Manageable debt structure with 11.2x interest coverage despite $55.1M long-term debt
ChatGPT
  • + Revenue growth is exceptionally strong at 78.6% YoY, indicating meaningful demand acceleration
  • + Profitability is strong with 54.5% gross margin, 28.9% operating margin, and 18.6% net margin
  • + Cash generation is healthy, with $7.05M of free cash flow and a 32.3% FCF margin

ISSC Stock Risks: Innovative Solutions & Support Inc. Investment Risks

Claude
  • ! Net income stagnation (0% YoY growth) despite 78.6% revenue growth indicates margin compression or cost control issues
  • ! Significant debt burden of $55.1M against relatively modest cash position of $6.8M limits financial cushion
  • ! Below-target returns with ROE of 10.4% and ROA of 5.4% suggesting capital efficiency challenges despite strong growth
ChatGPT
  • ! Net income was flat despite major revenue growth, suggesting potential pressure from below-operating-line costs or uneven earnings quality
  • ! ROE of 5.9% and ROA of 3.7% are modest relative to the company’s margin profile, indicating assets and equity may not be compounding efficiently
  • ! Long-term debt of $23.75M is manageable now, but leverage should be monitored if growth slows or cash conversion weakens

Key Metrics to Watch

Claude
  • * Operating margin sustainability - verify if 25.4% margin can be maintained as company scales
  • * Net income growth trajectory - critical to confirm bottom-line improvement aligns with revenue expansion
  • * Free cash flow generation and debt reduction - assess ability to deleveraging from current 0.76x debt/equity ratio
ChatGPT
  • * Net income growth relative to revenue growth
  • * Free cash flow and operating cash flow consistency

Innovative Solutions & Support Inc. (ISSC) Financial Metrics & Key Ratios

Revenue
$44.2M
Net Income
$7.5M
EPS (Diluted)
$0.41
Free Cash Flow
$7.7M
Total Assets
$138.3M
Cash Position
$6.8M

💡 AI Analyst Insight

Strong liquidity with a 3.23x current ratio provides a solid financial cushion.

ISSC Profit Margin, ROE & Profitability Analysis

Gross Margin 52.8%
Operating Margin 25.4%
Net Margin 17.0%
ROE 10.4%
ROA 5.4%
FCF Margin 17.5%

ISSC vs Technology Sector: How Innovative Solutions & Support Inc. Compares

How Innovative Solutions & Support Inc. compares to Technology sector averages

Net Margin
ISSC 17.0%
vs
Sector Avg 18.0%
ISSC Sector
ROE
ISSC 10.4%
vs
Sector Avg 22.0%
ISSC Sector
Current Ratio
ISSC 3.2x
vs
Sector Avg 2.5x
ISSC Sector
Debt/Equity
ISSC 0.8x
vs
Sector Avg 0.5x
ISSC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Innovative Solutions & Support Inc. Stock Overvalued? ISSC Valuation Analysis 2026

Based on fundamental analysis, Innovative Solutions & Support Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
10.4%
Sector avg: 22%
Net Profit Margin
17.0%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.76x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Innovative Solutions & Support Inc. Balance Sheet: ISSC Debt, Cash & Liquidity

Current Ratio
3.23x
Quick Ratio
1.53x
Debt/Equity
0.76x
Debt/Assets
47.8%
Interest Coverage
11.18x
Long-term Debt
$55.1M

ISSC Revenue & Earnings Growth: 5-Year Financial Trend

ISSC 5-year financial data: Year 2021: Revenue $23.0M, Net Income N/A, EPS $0.11. Year 2022: Revenue $27.7M, Net Income $3.3M, EPS $0.19. Year 2023: Revenue $34.8M, Net Income $5.1M, EPS $0.29. Year 2024: Revenue $47.2M, Net Income $5.5M, EPS $0.32. Year 2025: Revenue $84.3M, Net Income $6.0M, EPS $0.35.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Innovative Solutions & Support Inc.'s revenue has grown significantly by 266% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.35 reflects profitable operations.

ISSC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
17.5%
Free cash flow / Revenue

ISSC Quarterly Earnings & Performance

Quarterly financial performance data for Innovative Solutions & Support Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $21.9M $736.2K $0.19
Q1 2026 $16.0M $736.2K $0.04
Q3 2025 $11.8M $736.2K $0.09
Q2 2025 $10.7M $736.2K $0.07
Q1 2025 $9.3M $736.2K $0.04
Q3 2024 $8.0M $698.7K $0.08
Q2 2024 $7.3M $698.7K $0.07
Q1 2024 $6.5M $698.7K $0.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Innovative Solutions & Support Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$10.5M
Cash generated from operations
Stock Buybacks
$724.8K
Shares repurchased (TTM)
Capital Expenditures
$2.7M
Investment in assets
Dividends Paid
$19.8M
Returned to shareholders

ISSC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Innovative Solutions & Support Inc. (CIK: 0000836690)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/tm2615373-1_4seq1.xml View →
May 20, 2026 4 xslF345X06/tm2615231-2_4seq1.xml View →
May 20, 2026 4 xslF345X06/tm2615231-1_4seq1.xml View →
May 15, 2026 10-Q issc-20260331x10q.htm View →
May 14, 2026 8-K issc-20260514x8k.htm View →

Frequently Asked Questions about ISSC

What is the AI rating for ISSC?

Innovative Solutions & Support Inc. (ISSC) has a Combined AI Grade of A from Claude (A) and ChatGPT (A) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ISSC's key strengths?

Claude: Exceptional revenue growth of 78.6% YoY showing strong market demand and execution. Solid profitability with 17.0% net margin and 25.4% operating margin across the revenue base. ChatGPT: Revenue growth is exceptionally strong at 78.6% YoY, indicating meaningful demand acceleration. Profitability is strong with 54.5% gross margin, 28.9% operating margin, and 18.6% net margin.

What are the risks of investing in ISSC?

Claude: Net income stagnation (0% YoY growth) despite 78.6% revenue growth indicates margin compression or cost control issues. Significant debt burden of $55.1M against relatively modest cash position of $6.8M limits financial cushion. ChatGPT: Net income was flat despite major revenue growth, suggesting potential pressure from below-operating-line costs or uneven earnings quality. ROE of 5.9% and ROA of 3.7% are modest relative to the company’s margin profile, indicating assets and equity may not be compounding efficiently.

What is ISSC's revenue and growth?

Innovative Solutions & Support Inc. reported revenue of $44.2M.

Does ISSC pay dividends?

Innovative Solutions & Support Inc. pays dividends, with $19.8M distributed to shareholders in the trailing twelve months.

Where can I find ISSC SEC filings?

Official SEC filings for Innovative Solutions & Support Inc. (CIK: 0000836690) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ISSC's EPS?

Innovative Solutions & Support Inc. has a diluted EPS of $0.41.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is ISSC's fundamental grade?

Based on our AI fundamental analysis in June 2026, Innovative Solutions & Support Inc. has a A grade with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is ISSC stock overvalued or undervalued?

Valuation metrics for ISSC: ROE of 10.4% (sector avg: 22%), net margin of 17.0% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is ISSC's AI grade for 2026?

Our dual AI analysis gives Innovative Solutions & Support Inc. a combined A grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ISSC's free cash flow?

Innovative Solutions & Support Inc.'s operating cash flow is $10.5M, with capital expenditures of $2.7M. FCF margin is 17.5%.

How does ISSC compare to other Technology stocks?

Vs Technology sector averages: Net margin 17.0% (avg: 18%), ROE 10.4% (avg: 22%), current ratio 3.23 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 16, 2026 | Data as of: 2026-03-31 | Powered by Claude AI