RE:RE:CC For anyone who missed itBeacon was calling for 30 deliveries in q1 and they got 12, so, even though they're "in the yard", there was a minor delivery miss vs. Expectations. That was the only negative news, which is relevant because execution is THE ONLY thing that can hold BUS back in light of the fact that they have a solid backlog.
On the plus side (two pluses, actually), they provided guidance that (1) margins will be 33% higher than previously stated (at 20 % vs. 15%) and (2) that Deliveries in 2027 will be even higher than even Beacon thought they would (with 200).
All in all, with a balanced view (which is what I provide, like it or not), earnings were a wash and this remains a "wait and see" investment with massive upside potential even still for 2017. If they have any more significant CDN signings or a single Us one, look out. Again, the only risk is execution.....nothing new.
Good luck.