First time post. Think this is going to pull back.
Great company, but looks to me like this sector is on its way to overheating. Sooo much money (and exuberance in M&A) going into aerospace capex to build out production for demand that may not materialize. Valuation and leverage multiples are very high in this space (where are they not high...) and this will end badly... may just take a while for reality to sink...
Not very pretty but you get the gist. I'm told (wife) their pumpkin latte is more addictive than crack.
...waiting worked out...will wait some more to see what this decides to do from here.