FLIR
FLIR Systems, Inc. (DE) Common Stock
stock NASDAQ

I see your point on the margins, but I think you're missing the strategic angle, but maybe not. FLIR wasn't a play for consumer revenue it was a play to complete the sensor spectrum. I think management has been pretty clear on that. I think management has started to prove the thesis in how they’ve managed the portfolio. Pruning the commoditized consumer lines and being willing to walk away from low-margin revenue. I don't believe the future here is selling iPhone attachments, I believe it’s concentrating the business around ITAR-protected defense franchises and higher-end industrial sensing where performance, qualification, and integration create real staying power. From that view point it's less diworsification and more a deliberate build toward a defense-electronics prime. That's my viewpoint, could be wrong.

I see your point on the margins, but I think you're missing the strategic angle, but maybe not. FLIR wasn't a play for consumer revenue it was a play to complete the sensor spectrum. I think management has been pretty clear on that. I think management has started to prove the thesis in how they’ve managed the portfolio. Pruning the commoditized consumer lines and being willing to walk away from low-margin revenue. I don't believe the future here is selling iPhone attachments, I believe it’s concentrating the business around ITAR-protected defense franchises and higher-end industrial sensing where performance, qualification, and integration create real staying power. From that view point it's less diworsification and more a deliberate build toward a defense-electronics prime. That's my viewpoint, could be wrong.