Jan. 21 at 5:26 PM
$AIRI Profitability in aerospace is often lumpy and delayed because contracts are long cycle and capital intensive. Many suppliers looked messy before scaling — see early phases of
$HEI or smaller peers before margin expansion.
Backlog doesn’t equal instant profit. It converts over quarters, not weeks. That’s why interim financials can look ugly even while demand exists.
Buyout talk isn’t fantasy either. Primes like
$LMT $RTX $NOC routinely acquire certified suppliers to secure supply chains.
Yes, financial execution must improve. That’s the risk. But the products are real, demand is tied to elevated defense budgets, and valuation is still small.
Speculative targets 🎯
• Base:
$4–6
• Momentum:
$8–12 🚀
• Buyout / rerate:
$15+ 🔥
High risk, not a zero.
