Nov. 10 at 7:24 PM
$TLS i just finished to read the Q3 call transcript, here are the key points :
-BASE CASE for 2026 is a 10/12% growth
-the base case DOESN’T include any new contract, XACTA AI sales, anything. Next year the rev will be at least 180 mil.
-they are running for 5B in contracts.
-1.5/2B will be awarded in the next 6 months and they are sure they will win “tons of milions” from that.
-every win will be added at the 180mil base case.
-at least 10/11% ebitda margin, any future award will increase it and will increase growth investments.
-positive free cash flow with good growth also for 2026
THIS IS GREAT