Appreciate the analysis SteveSage, but you also have the buyback in place which was upped to $100M. This should buffer EPS somewhat over FY25.
I'm not sure that the ROW margin will grow significantly above the 30-35% mark, but would be to be surprised. The Atlas project should be rolled out now, so hopefully some cost savings could materialise.
A full year of Sleep space ideally will increase headline revenue too. Will be interesting to see if there is any opportunistic acquisition in FY25, although this could create an unnecessary distraction from BAU.
I still think feel it is great value under $12.
CTD Price at posting:
$11.71 Sentiment: Buy Disclosure: Held
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