There's probably going to be more money coming to the industry, but it's difficult to put precise numbers on it right now.

This is sort of an ongoing dialogue, but for the moment investors are pleased with these numbers, given where their head was. Profits were good, cash was great, and the guidance was good.

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.