Asset PotentialThe timing feels right to be positive on a collection of assets including Qualitrol and PacSci due to consistent strength in grid buildout and crucial defense/space applications.
Growth ExpectationsCompany has guided for a model that encompasses 3-5% sales growth (organic) and faster EBITDA growth, with potential for high single digit EBITDA growth and double-digit EPS growth longer term.
Investment StrategyRAL intends to focus more on organic reinvestment and shareholder return versus M&A, with potential EPS upside by allocating a significant portion of free cash flow to buybacks.