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American Science & Engineering Inc. Message Board

  • moedamnmoney moedamnmoney Mar 30, 2005 7:21 PM Flag

    Revenues Shy?

    Could the lull be that revenues for the quarter are light? This Q's revenues projection is $26M. But with an $80M backlog in orders, it would be a surprise is revenues can't be managed. Or could it be that bookings are slow? I added up the Van announcements this Q and they amount to $20M. That does seem slow, but 1Q usually is. MD$

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    • Maybe you haven't followed this company very long. The average quarter in their "off" quarters (those not in the August--Oct area) tend to be about $6 million in orders a quarter) $20 million is outstanding. Keep in mind there are also orders that cannot be reported because of govt regs (not likely--but it happens) and there are orders that are insignificant on their own, but in total they add up--probably as much as $3 or $4 million.

      The concern over revenues for the quarter is a mute point. Really, investors should be focused on profit margins and new orders and new customers. If they do $30 million for their quarter that would mean they probably would only do $20-$24 million next quarter. So a nice steady increase with out blowing their backlog is the best case scenerio until the REAL orders start kicking in from the TSA, DOD, etc.

      The $500 million blanket order from the DOD expires very soon---a new order should be on its way.

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