Q3 Market Update – Positive Trends Continue in the Federal Market

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There continues to be positive momentum across the defense and government services market for publicly traded (e.g. Tier-1, Mid-Tier, Non-Traditional) and smaller, privately-held government contractors. Uncertainty around federal spending seems to be in the “rear-view mirror” and companies are witnessing clearer funding visibility on current and future programs. Furthermore, over the past 12 – 18 months public contractors have re-positioned portfolios to focus on core, higher margin business segments that provide greater returns to shareholders. As a result, Tier-1 and Mid-Tier public companies have surpassed earnings expectations and continue to deploy cash through dividends and stock repurchase programs. These trends …read more

Read more here:: Aronson Capital Partners

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