Firan Technology (FTG) was up another 8% Friday as investors position for earnings this week, which should bring continued growth in aerospace…

… underpinned by huge production outlooks from Boeing/Airbus and defense program wins. Together, these dynamics have driven steady order book growth…

… which should translate to margin expansion as it converts into revenue, given the operating leverage inherent in FTG’s business model.

Investors are pricing that in, with the stock trading at its peak valuation - opening the door for equity-funded M&A to support management’s growth ambitions.

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