I assume part of it has to do with the budget.

Funding for weapons has been moving up for four years. This creates momentum for bigger numbers in the future.

I think under other circumstances it's possible this is something the board might have overlooked,

This is an area where you could say the performance appears not to have been great. Someone in the Army or the company should have figured out what the requirements were.

Commercial and defense companies are apt to deliver very solid results again in Q4. But upside momentum remains greater for commercial plays, while defense stocks are stable, defensive cash redeployment vehicles.

In normal market it could get back to 60.