Government FundingThe market is concerned about the normalisation of UK government funding, which is crucial for achieving Roke's revenue growth target.
Order IntakeThe decline in Sensors & Information order intake has worsened, with a significant drop in Roke order intake year-over-year.
Revenue Growth ConcernsThere is difficulty in reconciling management's guidance that Roke revenue will grow, given the decline in Programs of Record revenue and delayed contract awards in National Security.