Improved Cash GenerationSustained positive operating cash flow and FCF provide durable internal funding to support restructuring, capex for automation, and working-capital needs. This cash generation helps bridge losses, reduces reliance on external financing, and materially improves the company's ability to execute turnaround initiatives over months.
Consigned-materials Growth OpportunityA >$25M consigned-materials contract shifts inventory burden, can raise incremental margins and recurring revenue, and smooths procurement volatility. If successfully scaled, it materially strengthens gross-margin profile and working-capital efficiency, delivering a durable structural uplift to profitability and cash conversion.
Near-shore Capacity And New Program WinsShifting capacity to US and Vietnam and adding medical/auto/industrial programs reduces tariff exposure, diversifies end markets, and improves proximity to OEMs. These strategic capacity investments and program ramps can sustain growth, improve quote competitiveness, and support margin recovery over the medium term.