Great company, but looks to me like this sector is on its way to overheating. Sooo much money (and exuberance in M&A) going into aerospace capex to build out production for demand that may not materialize. Valuation and leverage multiples are very high in this space (where are they not high...) and this will end badly... may just take a while for reality to sink in. Just like real estate a decade ago. IMO. May have to start a war in 2020 and start building b-17 to take advantage of underutilized capacity LOL.