ESOA I am long. I agree that earnings disappointed, but costs have probably increased .. aside from inflation.. because they are gearing up for big revenue quarters.
I mean backlog is, imo, even better than excellent... but I agree she's overbought and due for some dumpage. I was hoping for a bit higher before lightening.
Backlog 3/31/23 = 225 million 12/31/22 = 207 million 9/30/22 = 142 million 6/30/22 = 135 million