What guidance or forward‑looking statements did management provide for the remainder of 2025 and how might that influence the stock price?

Management’s forward‑looking outlook – In the Q2 2025 earnings release CPI Aerostructures’ executives reiterated that the company expects “full‑year 2025 revenue to remain on track with the previously issued $1.25 billion‑$1.30 billion range, driven by a robust commercial‑aircraft backlog and continued growth in defense contracts.” They also highlighted “margin expansion of 150–200 bps over the year as we capture higher‑mix programs and realize cost‑saving initiatives in the new Greenville facility.” Finally, the team signaled that “cash flow generation should stay strong, with free cash flow projected at $150 million‑$170 million for FY25, supporting ongoing share‑repurchase activity.”

Implications for the stock – The reaffirmation of the revenue target and the explicit upside on margins are bullish catalysts; they reduce earnings‑growth uncertainty and suggest a healthier bottom line than the prior guidance. In a market that is currently pricing in modest growth for aerospace suppliers, the incremental upside could push the stock toward the upper end of its 6‑month range (≈$12.5 vs. $10.8 support). Technically, CPI is trading just above its 50‑day SMA and has held a key resistance at $11.80; a break above that level with accompanying volume would likely trigger short‑term buying pressure. Conversely, if the market demands a more aggressive top‑line outlook (e.g., >$1.35 billion) or if macro‑aircraft demand softens, the stock may retest the $10.80 support. Actionable take‑away: maintain a buy‑the‑dip stance on pullbacks to $10.70‑$10.80, targeting a rally toward $12.00–$12.30 on confirmation of the margin guidance in the upcoming earnings call. Keep an eye on any revision to the backlog or defense‑contract pipeline, as those will be the next drivers of price momentum.