Increase in defense related orders driving stronger than expected top-line growth, which caused management to raise the full year guidance. They've also realized further operating efficiencies, improving the margin profile and full year EBITDA forecast. There has been a lot of multiple expansion in the stock, much more than I anticipated in such a short time.
in your opinion! (no editing allowed it seems)
new to this stock, what is your opinion has been the catalyst since your post? or was it this post? 😃
Increase in defense related orders driving stronger than expected top-line growth, which caused management to raise the full year guidance. They've also realized further operating efficiencies, improving the margin profile and full year EBITDA forecast. There has been a lot of multiple expansion in the stock, much more than I anticipated in such a short time.
so much expansion that you’ve lightened your position or kept as is?