Why it’s on the map
Aerospace plate, can sheet, extrusions; record Q2 sales $1.26B (+53%), 38% margin.
Government money & contracts
Defense/aerospace supply chain.
Customers & commercial
Boeing, can makers.
Catalysts
New CEO Nov 1; FY outlook raised.
Risk
Fabricator that BUYS tariffed metal; 'metal lag' tailwind reverses if premium falls.
Tariff durability
Pass-through.