Small-Cap Gem Set to Win from Defense Spending
6 meetings with the CEO & CFO reinforced our conviction in the opportunity
After following the company for several quarters and meeting multiple times with management, we believe it has reached a clear inflection point.
Operational challenges are easing, growth visibility is improving, and the shift toward higher-margin defense end markets positions it for stronger earnings and a potential valuation re-rating.
In our view, this combination makes it a compelling opportunity for investors looking for both growth and multiple expansion.