I do like the company. I do have some worries about the company's reliance on government spending. But ultimately, the company has a cushy backlog and some pretty impressive margins.
We're supposed to see some double digit CAGR's in terms of overall growth rates in in the industry so in that regard, it does have a large runway for growth.
However, it's just an industry that I know very little about. There are a few industries that are like this for me, one of the others just off the top of my head being junior oil and gas producers.
It is also not an industry I could learn in a couple of days here to give you a viable answer. So for now, what I will tell you is that from a pure numbers standpoint, it's a solid company. I just don't really know enough about the industry to know any potential added tailwinds/headwinds etc.