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Actionable news in RVLT: Revolution Lighting Technologies, Inc.,

RVLT: A Pure Play in Saving Money Through LED Lighting

We initiated coverage of Revolution Lighting (RVLT), a pure play in commercial & industrial and government LED end-user lighting products and services. It is consolidating a fragmented market by acquiring companies with complementary products, services or distribution channels addressing incremental markets or geographies. It has no legacy technology dragging down growth and is projected to grow over 20% per year as customers reap increasingly attractive paybacks for using LED as prices continue to come down. To date, only 3% of retrofit lighting consists of LED lighting in the US, providing extensive growth opportunity.

Reasons we like the company are:

Revolution is exhibiting operating leverage that is beginning to deliver accelerating earnings. With its current structure it believes it can bring 26-28% of every dollar in revenue over $100 million to...