May. 12 at 7:16 PM
$DCO
Price action is sitting at a critical inflection zone, still tracking a broader repricing / structural move.
The only near-term negative takeaway from management:
$RTX order flow is running slower than expected, with meaningful pickup likely only toward year-end.
However, market expectations (incl. DOW-linked sentiment) are more aggressive, creating a clear timing mismatch.
Key watch: whether order recovery actually catches up to pricing.
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