MRO & Manufacturing
CPI Aerostructures Secures Follow-On Orders from Collins Aerospace
CPI Aerostructures announced follow-on orders from Collins Aerospace for RF/EMI shielded enclosures, with deliveries through mid-2027.
This article is based on an official press release from CPI Aerostructures, Inc., supplemented by industry research and financial data.
On March 12, 2026, CPI Aerostructures, Inc. (NYSE American: CVU) announced the receipt of follow-on orders from Hamilton Sundstrand, a division of Collins Aerospace. According to the company’s official press release, the orders are for Radio Frequency/Electromagnetic Interference (RF/EMI) shielded enclosures, which are critical components designed to protect sensitive electronic equipment from external signal interference.
The manufacturing and fulfillment of these orders will be handled by Compac Development Corporation, a wholly-owned subsidiary of CPI Aero. The company noted in its announcement that deliveries for these specialized enclosures are scheduled to continue through mid-2027. While the specific financial terms and volume of the orders were not publicly disclosed in the release, the agreement underscores CPI Aero’s ongoing relationship with major Tier 1 aerospace and defense contractors.
This latest development adds to a series of recent contract wins for the Edgewood, New York-based manufacturer, which has been actively working to diversify its revenue streams and bolster its order backlog following programmatic shifts in the defense sector earlier in the decade.
The fulfillment of the Hamilton Sundstrand order highlights the specialized capabilities of Compac Development Corporation. Established in 1976 and operating under the CPI Aero umbrella, Compac focuses exclusively on RFI/EMI shielding solutions. According to industry research, the subsidiary maintains a catalog of over 500 standard “off-the-shelf” shielded enclosures, while also providing custom manufacturing services that scale from initial prototyping to full production runs.
In the official press release, CPI Aero’s leadership emphasized the strategic importance of this ongoing partnership. Dorith Hakim, CEO and President of CPI Aero, highlighted the company’s commitment to precision engineering and customer trust:
“CPI provides precision engineered Radio Frequency Enclosures for numerous customers across multiple markets. We are proud of the long-standing relationship with Collins Aerospace and the trust they place in CPI Aero to deliver high quality products in support of their business.”, Dorith Hakim, CEO & President, CPI Aerostructures
The recent influx of orders comes on the heels of a concerted financial recovery effort by CPI Aero. Based on the company’s Q3 2025 financial reports, CPI Aero faced profitability challenges early in 2025, including a reported net loss in the first quarter. This was primarily driven by a $2.1 million pre-tax loss associated with the termination and impending retirement of the A-10 Thunderbolt program, a legacy defense platform.
However, subsequent financial data indicates a strong rebound. By the end of Q3 2025, CPI Aero reported a trailing 12-month revenue of $71.6 million and a robust order backlog of $509 million. For that specific quarter, the company achieved a gross profit margin of 22.3% and a net income of $1.1 million, representing a 49% year-over-year increase. Furthermore, corporate filings show the company successfully reduced its total debt to an all-time low of $15.9 million by the end of September 2025. The Collins Aerospace announcement is part of a broader operational momentum observed in late 2025 and early 2026. According to compiled industry research, CPI Aero has recently secured several other notable contracts across both commercial and defense sectors. These include a $4.2 million order from Embraer S.A. for engine inlet assemblies on Phenom 300 business jets, with deliveries running through mid-2026.
In the defense sector, the company secured a $9 million order from Lockheed Martin for Rudder Island Drag Chute Canister assemblies, extending deliveries through 2028. Additionally, CPI Aero received a $6 million follow-on order from Raytheon for airborne pods, alongside funded orders from Sikorsky to support the sustainment of the MH-60 Seahawk helicopter fleet.
To support this growing backlog, CPI Aero has made recent moves to solidify its operational infrastructure and financial liquidity. Corporate announcements confirm that the company recently extended the lease agreement for its primary manufacturing facility in Edgewood, New York, securing the site until April 2031.
On the financial front, CPI Aero entered into a new Loan and Security Agreement with Western Alliance Bank. This agreement established two credit facilities totaling $20 million, which the company stated will be used to support ongoing operations and facilitate future growth initiatives.
We view the follow-on order from Collins Aerospace as a strong validation of CPI Aero’s acquisition and integration strategy regarding Compac Development Corporation. By leveraging Compac’s niche expertise in RF/EMI shielding, CPI Aero has successfully diversified its revenue streams, reducing its historical reliance on large structural aircraft parts and legacy platforms like the A-10 Thunderbolt.
Furthermore, the steady cadence of new orders in early 2026 demonstrates a successful pivot following the financial headwinds of early 2025. With a reported backlog exceeding $500 million and delivery schedules stretching into 2027 and 2028, we note that CPI Aero has established a highly visible and predictable revenue pipeline. The combination of reduced debt, new credit facilities, and a secured manufacturing footprint positions the company favorably to execute on these long-term contracts.
Radio Frequency (RF) and Electromagnetic Interference (EMI) shielded enclosures are specialized housings designed to block external electromagnetic signals from interfering with sensitive electronic components inside, while also preventing internal signals from leaking out.
The order will be fulfilled by Compac Development Corporation, a wholly-owned subsidiary of CPI Aerostructures that has specialized in RFI/EMI shielding solutions since 1976. According to CPI Aero, deliveries for the Hamilton Sundstrand (Collins Aerospace) order are expected to continue through mid-2027.
Expanding the Collins Aerospace Relationship
The Role of Compac Development Corporation
Financial Rebound and Strategic Growth
Overcoming Early 2025 Headwinds
A Wave of Recent Contract Wins
Corporate Infrastructure and Liquidity
AirPro News analysis
Frequently Asked Questions
What are RF/EMI shielded enclosures?
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