$ATRO Big beat on earnings after the bell! The thesis released this morning is playing out exactly.
The headline numbers:
Revenue $260.0M vs $245.3M expected, a 6% beat, up 27% YoY from $204.7M, and above the top of their own $245-250M guide.
Adjusted EPS $0.70 vs $0.61
I have been quietly building a basket of high octane shorts going into 2027 that I think are best positioned to decline into the credit stress/economic slow down I see coming. These include many non AI names that cover consumer discretionary, consumer spending, unsecured credit,