Earnings And Revenue GrowthSignificant demand for Switchblade 600 with DoD replenishment, Replicator, and a record FMS IDIQ award not yet reflecting in backlog.
Financial GuidanceManagement's tone is becoming increasingly bullish, with yet another FY24 EPS guidance raise, setting up favorably for double-digit organic growth in FY25+.
Product DemandRecent significant orders for Switchblade 600 from the Replicator and LASSO programs act as near-term catalysts.