This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Significant awards in building … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Backlog is 75% US … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Backlog mix “We ended … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha After today’s 2% drop … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Market is still price sensitive, cost remains an issue “The market remains price-sensitive. We still are not seeing … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. National government spending “Starting with the national government’s business. It is clearly improving. Now that we have a … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. “I would characterize today’s marketplace as compared to 4 or 5 years … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. “New awards for the quarter were $5.6 billion, including $2.4 billion in … Continued