I'm a hack and even I got the competitors in my article! "These challengers include Cubic Defense Systems, part of Cubic Corporation (NYSE:CUB), and Meggit (GBX: MGGT) both much larger companies."
As a matter of not strictly tooting my own horn, I'm not a buyer here because I'm wary of the weak Q4 even if it is somewhat improved compared to Q4 prior year.
In the latest PR the one thing that was encouraging was "We’ve already begun selling STEP to eager customers," so maybe that newly captured demand will start showing up in Q1