March 9, 2018

RTN – Market expectations are for record Uniform ROA performance, and management is confident about Forcepoint and the jobs environment


      • Raytheon Company (RTN:USA)¬†currently trades at a 14-year high relative to UAFRS-based (Uniform) Earnings, with a 19.2x Uniform P/E, suggesting fairly bullish expectations for the firm. Moreover, management is confident about Forcepoint and the jobs environment
      • Specifically, management generated an excitement marker when saying that the reason they wanted to establish a commercial cybersecurity business through Forcepoint was to unlock the value of their cybersecurity capabilities and provide them to the commercial marketplace. Additionally, they are confident in the strong growth environment creating a strong jobs environment, and that a lot of the products they can leverage into Forcepoint fit in the domain of the large enterprises and top 500 companies in the world. Furthermore, they are confident in their discretionary contributions to the pension plan
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