Business StrategyThe management team has made numerous changes to the business to get it on the right track, including streamlining the corporate org chart and modernizing the fleet strategy.
Customer RetentionManagement explained that the weakness in maintenance land was all related to a temporary pause in discretionary spend, and highlighted the fact that customer retention rates continue to move higher.
Earnings EstimatesUpward revisions to earnings estimates and an expansion in the valuation are expected to drive material upside in the share price.