Revenue And Margin ReboundRevenue more than doubled in 2026 while operating margins rose to roughly 12% EBIT and 19% EBITDA. This demonstrates the business can scale profitably across a larger base, supporting more durable cash generation and reinvestment capacity if the trend holds beyond a single year.
Materially Improved Balance SheetLeverage has fallen sharply to about 0.17 in 2026 from ~0.63–0.74 in prior years, materially lowering financial risk. A stronger capital structure enhances flexibility for capex, R&D or selective M&A, and reduces refinancing and solvency pressure across industry cycles.
Strong Multi-period Growth MomentumTop- and bottom-line momentum (reported revenue growth ~70% and EPS growth ~271%) signals accelerating demand and operational recovery. Sustained multi-period growth supports scale economics, improves unit economics, and creates room to invest in specialty capabilities and market share.