SPIRIT AEROSYSTEMS HOLDINGS SPR S

December 11, 2014 - 1:12am EST by

member

						2014	2015
Price:		43.00		EPS		3.54	3.35
Shares Out. (in M):		141		P/E		12.1	12.8
Market Cap (in $M):		6,062		P/FCF		16.9	16.1
Net Debt (in $M):		700		EBIT		795	770
TEV (in $M):		6,760		TEV/EBIT		8.5	8.8
Borrow Cost:		General Collateral

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17	member 11/14/24 9:56AM Solid quarter, trading at ~11x fully-taxed EPS
Run-rating around $80M revenue (LTM bookings of $82.8M vs $75M of LTM revenues)... posted 38.8% gross margins in the quarter and they sound very confident about those going higher, which makes sense given that they... login to read the rest 2 view available tags
16	member 10/18/24 1:10PM Re: Best idea I've seen a few years 11
Thanks much for the kind words and for the additional feedback. view available tags
15	member 10/15/24 5:15PM Re: Re: Pushback 14
I don't have incremental market insight to what was shared here, so you guys are probably right on the opportunity. I just wanted to share why we passed after hearing the CEO one time -... login to read the rest view available tags
12	member 10/15/24 12:23PM Pushback
I had the opportunity to hear John pitch BKTI at a small investment dinner a few months ago. I liked John and I liked the pitch. What John shared that evening is consistent with all... login to read the rest 2 view available tags
11	member 10/14/24 9:31PM Best idea I've seen a few years
I think that this is the best idea that I, personally, have come across in several years, and we've bought a bunch, so a sincere and heartfelt thank you for bringing it to our attention. ... login to read the rest 4 view available tags
10	member 10/14/24 12:25PM Re: Re: Re: Re: Re: Re: Re: Financials 9
Consumables represent 1/3. I was surprised to hear this high of a number. view available tags
9	member 10/02/24 3:00PM Re: Re: Re: Re: Re: Re: Financials 8
1) On TAM. CEO was just focused on the number of radios during our entire conversation. I believe that's how he defines TAM and how he thinks about it. 2) On consumables. I think consumables represent... login to read the rest view available tags
4	member 10/01/24 8:15AM Re: Financials 3
Hi VC, Thank you for the note. 1) On past results. This is a very good question and in fact that was one of the first ones I asked the CEO at our meeting. The answer was... login to read the rest view available tags
2	member 9/30/24 10:42AM Re: Agree and point of clarification 1
Thank you for the comment Shooter. You are right, my mistake. The valuation numbers are meant to be my estimate for 2025. 1 view available tags

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