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    How Albany’s CMMC Level 2 Defense Certification Could Reshape Albany International’s (AIN) Long-Term Contract Profile

    Simply Wall St·12/23/2025 13:11:44
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    • Albany International has reported that its Albany Engineered Composites segment achieved U.S. Department of War Cybersecurity Maturity Model Certification Level 2, confirming its eligibility as a supplier for sensitive fixed-wing, hypersonic, missile, and rotorcraft programs.
    • This certification deepens Albany’s role in the national security supply chain, potentially reinforcing its defense-related composites business as a core long-term revenue pillar.
    • We’ll now examine how Albany’s new CMMC Level 2 status for Engineered Composites reshapes its investment narrative and long-term contract potential.

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    Albany International Investment Narrative Recap

    To own Albany International, you need to believe its mix of legacy Machine Clothing and higher value Engineered Composites can steadily convert specialized industrial know-how into resilient cash flows. The new CMMC Level 2 certification strengthens Albany’s eligibility for sensitive defense programs, but does not immediately change the near term catalyst, which is restoring profitability at AEC, nor the key risk, which remains concentration in a small number of aerospace and defense programs.

    Among recent announcements, the November 2025 update that Albany repurchased about US$50,000,000 of stock in Q3, even as it reported a quarterly net loss and withdrew full year guidance, is especially relevant. It underscores management’s confidence in long term cash generation from programs like CH-53K and hypersonic platforms, but also sharpens investor focus on execution risk inside AEC, where contract performance and program delays could quickly overwhelm the potential benefits of CMMC enabled growth.

    However, investors should be aware that Albany’s reliance on a handful of defense and aerospace programs means...

    Read the full narrative on Albany International (it's free!)

    Albany International's narrative projects $1.3 billion revenue and $181.1 million earnings by 2028. This implies 4.0% yearly revenue growth and about a $118.9 million earnings increase from $62.2 million today.

    Uncover how Albany International's forecasts yield a $53.50 fair value, a 4% upside to its current price.

    Exploring Other Perspectives

    AIN 1-Year Stock Price Chart
    AIN 1-Year Stock Price Chart

    One Simply Wall St Community member currently pegs Albany International’s fair value at US$53.50, offering a single, clear reference point rather than a broad range of outcomes. You should weigh that view against the concentration risk in AEC’s major defense and aerospace programs, which could materially affect how the market judges Albany’s future performance and contract wins.

    Explore another fair value estimate on Albany International - why the stock might be worth just $53.50!

    Build Your Own Albany International Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.