Post by
Lukegermany on Jul 25, 2024 10:50am
what we are talking about--20-25 Million less with higher
revs it less than 20 mill...Sorry thats nothing..the margins will rise in Q3+Q4..wenn they dont fit the 18% at the year end by 3-4% we can talk.
Imho
Comment by
BBDB859 on Jul 25, 2024 10:57am
I think that's partially right too. The heavier investment in Q1 to Q2 in inventory plays into it too. The second Half should correct some of it. We can't scretinize everything by quarter with this company. Especially Margins. The full year has to be taken into consideration.
Comment by
regional700 on Jul 25, 2024 11:40am
you have noticed the spending on RD $103M instead of $73M last year quarter ? $30 M moreover ...It's a lot of money without new aircraft development. This greatly affects performance! What do you think ?
Comment by
Nordico on Jul 25, 2024 11:46am
That's negligible - who cares. You're looking for fundamental reasons for the SP drop when there isn't one. Institutionals just sweeping out retail traders and stop losses, as they like to do.
Comment by
BBDB859 on Jul 25, 2024 11:54am
They're doing the Ecojet, and upgrading the defense too. Don't forget G8000 as well.