The company's stock has returned 251% since January 2021, significantly outperforming the S&P 500. It recently secured a major engine order from Delta Air Lines for 30 new Boeing 787-10s, with options for 30 more, including long-term service support. Recent quarterly results have been solid, driving a 24.7% stock gain over the past six months. A bullish investment thesis for the company is being discussed, highlighting its strong performance and growth potential.