NSYS NORTECH SYSTEMS INC

BEARISH Impact: 7/10 8-K
Horizon weeks Filed Mar 6, 2026 Processed 3mo ago SEC 0001493152-26-009029
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Final — all horizons settled through T+60d
NSYS ▲ +91.96% at T+60d
SHORT call ✗ call lost -91.96% · α vs SPY -79.18% · entry $9.20 → $17.66
Last close $16.30 (close Jun 8) · -77.17% from $9.20 entry (call sign-flipped)
Entry anchored
Mar 2, 11:10 AM ET
via Databento tick
T+1d
+0.43%
call -0.43% · α +0.41%
$9.24
settled 3mo ago
T+5d
0.00%
call 0.00% · α -1.53%
$9.20
settled 3mo ago
T+20d
+42.93%
call -42.93% · α -44.98%
$13.15
settled 2mo ago
T+60d
+91.96%
call -91.96% · α -79.18%
$17.66
settled 8d ago

Price Chart

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Executive Summary

Nortech Systems Inc. secured a waiver from Bank of America for financial covenant defaults related to leverage, fixed charge coverage, and EBITDA for Q4 2025. The amendment reduces its revolving credit commitment from $15M to $12M starting April 1, 2026, increases borrowing rates, tightens covenants, and imposes stricter controls on cash and foreign subsidiary investments. The company disclosed it is negotiating a new asset-backed lending facility.

Actionable Insight

Monitor for signs of liquidity stress and whether the company secures a new lending facility. The reduced credit line and tighter covenants increase bankruptcy risk if operational performance doesn't improve. Short opportunity if new financing isn't secured.

Key Facts

  • Company waived for covenant defaults on leverage, fixed charge coverage, and EBITDA for Q4 2025
  • Revolving credit commitment reduced from $15M to $12M effective April 1, 2026
  • Outstanding revolving loan balance: $9.1 million as of February 24, 2026
  • Applicable interest rates increased to 2.50% for Base Rate Loans and 3.50% for Term SOFR Loans
  • New requirement to prepay loans if cash exceeds $1.8 million
  • Company is actively negotiating a new asset-backed lending facility

Financial Impact

Revolving commitment reduced by $3M (20%), interest rates increased by unspecified amount, mandatory prepayments triggered when cash exceeds $1.8M

debtinterest_expenseliquidityfinancial_covenants

Risk Factors

  • Inability to secure new asset-backed lending facility
  • Further covenant breaches if EBITDA does not improve
  • Reduced liquidity limiting operational flexibility
  • Potential for additional credit downgrades or lending restrictions

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-009029
Document: form8-k.htm0001493152-26-009029
Document: 0001493152-26-009029-index-headers.html0001493152-26-009029
Document: 0001493152-26-009029-index.html0001493152-26-009029
Document: 0001493152-26-009029.txt0001493152-26-009029
7 reports for NSYS
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for NSYS — sortable, filterable
Type Now
May 13, 2026
27d ago
Press Release
BULLISH ★ 7/10
$12.11 $12.23▲ +0.99%▲ +1.71%$16.30 (+34.60%)
May 6, 2026
4w ago
Press Release
NEUTRAL ★ 2/10
$12.52 $13.96▲ +11.50%▲ +10.00%$16.30 (+30.19%)
Apr 15, 2026
7w ago
10-K/A
NEUTRAL ★ 2/10
$14.36 $15.38▲ +7.10%▲ +6.12%$16.30 (+13.51%)
Apr 1, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$12.92 $13.78▲ +6.66%▲ +3.04%$16.30 (+26.16%)
Mar 26, 2026
10w ago
Press Release
BULLISH ★ 7/10
$11.83 $13.15▲ +11.16%▲ +7.30%$16.30 (+37.79%)
Mar 23, 2026
11w ago
Press Release
NEUTRAL ★ 3/10
$10.33 $12.19▲ +18.01%▲ +18.43%$16.30 (+57.79%)
Mar 6, 2026
13w ago
8-K
BEARISH ★ 7/10
$9.20 $9.20· 0.00%▼ −1.53%$16.30 (−77.17%)
Showing 7 of 7

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