Jan. 7 at 4:04 AM
$VVX pretty great quarter from
$AIR
VVX notably beat them competing for the
$4B + T-6 maintenance and supply chain contract (~250-300m in annual revs)
AIR will earn ~
$4.50 in EPS this year - so trades at 21x EPS - while VVX will earn ~
$5 and trades at 12x EPS
VVX is larger and outcompeting peers, but undiscovered