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    Gowshi Sri

    Research Analyst at Singular Research

    Gowshi Sri is an Equity Analyst at Singular Research, specializing in small- and micro-cap equities with a focus on emerging growth companies. Covering firms primarily in the technology, healthcare, and industrial sectors, Gowshi has provided in-depth analysis on companies such as NVE Corporation, Perma-Fix Environmental Services, and CSP Inc., and is recognized for providing actionable research that has contributed to superior model portfolio performance over multiple years. Starting their analyst career in the early 2020s, Gowshi joined Singular Research after prior experience in independent financial research and has been an integral member of the team since 2022. Gowshi holds FINRA securities licenses and is reputed for a disciplined, data-driven approach to equity coverage.

    Gowshi Sri's questions to INNOVATIVE SOLUTIONS & SUPPORT (ISSC) leadership

    Gowshi Sri's questions to INNOVATIVE SOLUTIONS & SUPPORT (ISSC) leadership • Q4 2024

    Question

    Inquired about the company's military strategy, including drivers for market share gains, management of long sales cycles, and the target revenue mix. He also asked about technology synergies between military and commercial products and the potential impact of Boeing's production issues on the retrofit market.

    Answer

    The company's military growth is a result of a strategic shift started three years ago. They are managing longer sales cycles by investing in infrastructure like a new ERP system and enhanced facility security. While they aim for a balanced one-third mix across military, business aviation, and air transport, recent acquisitions will temporarily skew revenue towards military. Their strategy is to develop core technology (like the UMS2 with AI) adaptable for all sectors. They confirmed that issues with new aircraft production are beneficial for their retrofit and maintenance business.

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