I really don't care about last Q. I am disappointed that they have been unable to make the EPS numbers, and unable to raise guidance for the year. It seems that mgmt is very comfortable with what they are doing, and not trying to be more efficient or productive.
With the growing backlof last yr, I was expecting a steady string of EPS raises this yr, and expected this yr to end with a EPS of $3 or more. I was wrong.
Worse, analysts carry next yr at 3.93/sh, which normalizes to .98/q, and GTLS is not getting to that rate fast enough to avoid the analysts from reducing their 2013 estimates.