LunarCrush LLM | creator/twitter::1471839164551340035/posts

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@soonercapital](/creator/twitter/soonercapital)
"$Iex similar today to $Tdy post Flir acquisition Maybe. Digesting a decent amount of recent m&a (some of which looks disappointing) HST segment depressed after Covid boom making consolidated results look worse than peers and management struggling with guidance"  
[X Link](https://x.com/soonercapital/status/1965896630743478505) [@soonercapital](/creator/x/soonercapital) 2025-09-10T21:54Z XXX followers, XXX engagements


""In totality.ILC Dover we expect to still be at mid-single-digit ROIC by year X. So which we view for this kind of large transaction to be actually not bad." $IR Purchase multiple of 17x ebitda and target of HSD ROIC by year X closed June 2024"  
[X Link](https://x.com/soonercapital/status/1980013491646837010) [@soonercapital](/creator/x/soonercapital) 2025-10-19T20:49Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@soonercapital "$Iex similar today to $Tdy post Flir acquisition Maybe. Digesting a decent amount of recent m&a (some of which looks disappointing) HST segment depressed after Covid boom making consolidated results look worse than peers and management struggling with guidance"
X Link @soonercapital 2025-09-10T21:54Z XXX followers, XXX engagements

""In totality.ILC Dover we expect to still be at mid-single-digit ROIC by year X. So which we view for this kind of large transaction to be actually not bad." $IR Purchase multiple of 17x ebitda and target of HSD ROIC by year X closed June 2024"
X Link @soonercapital 2025-10-19T20:49Z XXX followers, XXX engagements