Person · Schwar Capital
Schwar Capital Research appears in Part 11 of The Buildout. Part 11: The Backlog Is Not the Quarter. Argued in Part 11 (Shipping is not earning).
What Schwar Capital Research argued
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Part 11 · Shipping is not earningSep 19, 2026
Management said substantially all of the backlog is expected to be completed within the next twelve months and expects approximately 40-50% of the $142.3 million backlog to convert to revenue in the third quarter, implying $57-71 million of Q3…
Part 11 · Shipping is not earningSep 19, 2026
The creator will be watching whether Q3 revenue conversion clears the 40-50% backlog guidance ($57-71 million) and beats the $61.2 million Q3 fiscal 2025 record, whether book-to-bill stays above 1x, whether gross margin moves toward the above-30%…
In The Buildout
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Part 11The margin the book does not show
Schwar Capital Research wrote on September 19 that management expects 40% to 50% of it to become third-quarter revenue, $57 million to $71 million against a third-quarter record of $61.2 million, with gross margin still below the 30% target.
The Backlog Is Not the QuarterFollow
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