Gautam Khanna

I'm curious if you could just talk about the big order campaigns you're pursuing on the BCA side

if you can talk about where you see the pinch points in the supply chain today and kind of across the programs as you move forward in rate

I just wanted to put a finer point on when you expect to be at 38 a month in terms of deliveries on the 3-7

the increase in 18% sequentially. How much is that at the yard itself in terms of productivity versus in the supply

You made a reference to a tariff impact at Gulfstream at Aero. I was wondering how much you guys absorbed in '25 and what are you expecting in '26

I wanted to get your expectations around timing and the form of that contract

if you could elaborate on the G800 delivery cadence. You mentioned 13 in the second half

could you remind us what percentage of the pipeline of opportunities on the large cabin side are with non-U.S. customers

I was wondering if you could talk about the mechanics of how the [indiscernible] funding actually gets to General Dynamics

If you could just characterize how material improved sequentially and where, and maybe just an update you have given in the past on how many suppliers

aftermarket exposure to low-cost carriers or business models in the airline industry that might be more affected by a high oil environment

Customer behavior in the aftermarket, any change anticipated on overhauls scope, on wide-body engines or CFM56, any pricing pushback

I was wondering if you could elaborate on where you're seeing the greatest improvement in supply chain material availability

I was wondering if you could elaborate on the state of the supply chain. You guys have given us good updates in the past

I was wondering if you could elaborate on your pricing strategy and how it might differ from normal years

I know you guys pushed through some wage increases at the Ingalls shipyard. I was wondering if you've seen any notable improvements in attrition since then

I was wondering if you could just describe whether the fit up delivery schedules aligned with what you're expecting as of a quarter ago.

what's sort of the timing on that?

what is your best sense on timing of when that might get awarded? Formally?

on the Q4 implied shipbuilding EBIT, pretty wide range, but you did mention that it's going to be somewhere around the midpoint with or without the submarine contracts signed.

Can you remind us what it is this year? And what do you expect it to be in 2026?

did you receive the modules for CVN-80 that were delayed in the quarter?

on CVN 79 and the timing slip to 2027, could you characterize any economic impact from that? And was there a negative EAC or could there be because of that schedule change

Is there any movement afoot? Have you heard anything from the new advanced station about their inclinations to revisit some of the recommendations

you guys had thought about a cash inflow associated with signing the seventeen submarine contracts. I think it was a release of contract assets to receivable

I was curious if you could opine on pricing expectations next year and perhaps thereafter, if you expect any change to kind of the rate of net increases you've had?

besides the VBA contract, if you could update us on what are the big upcoming recompetes

What your expectations are for you know, how the terms might change, what you guys are doing to maybe, you know, sustain the profitability of it because typically recompetes, you know, gotta sharpe...

if you could just call out what percentage of sales? And if there are any lumpier recompetes out there

it sounds like the aggressive DOGE engagement with the industry is starting to wane a bit. Is that -- would you say that's true

if you could elaborate on the Health & Civil profitability in the quarter because it was very strong

if you could opine directionally on bookings this year and maybe the growth reacceleration in '26 and beyond

I was wondering if you could give us some color on the asset sale in the quarter, the legal settlement?

do you anticipate that we'll start to see some of that stuff get funded in the '27 request?

I was wondering if you could elaborate on some of your objectives now with your increased role at AJRD?

Was wondering if you could comment on the pinch points in ramping MFC capacity

I was wondering if you could give us a quick refresher on how the Aero classified program is performing. And also, Evan, if you could just speak to 2027 pension requirements given where things sit ...

I was curious if you could talk a little bit about some of the bigger international campaigns you're pursuing right now

how ready are some foreign customers to take delivery earlier if the U.S. cuts back the buy?

is there an opportunity on that program as you scale it to improve the profitability dramatically?

I was wondering if you could elaborate on some of the Sentinel developments that you mentioned on IOC and how that program is progressing with respect to timing

LHX entered into this transaction with their missile portfolio and the government. You guys obviously have orbital ATK. Does that does that transaction with LHX disadvantage Northrop in any way

I'm curious how much mix is a driver of it, mix of cost plus moving to fixed price. Does that percentage change materially in 2025

if in fact there is kind of an end to the Ukraine-Russia hostilities, what impact, if any, would be felt at Northrop and over what time frame

I was wondering if you could give us some help on how to think about AOGs on the GTF, because it's very hard from the outside to track those which were powdered metal impacted and not

what's your updated thoughts on eventual margin entitlement for that segment? And then wanted to just ask on GTF, could you remind us again in the guidance for 26% what the cash customer compensati...

Was wondering if you could just update us on your expectations through '26 on the GTF compensation payments.

if you could just give us an update on how that gets spiraled in both for OE and aftermarket. And if you could also just update us broadly on supply chain.

are you seeing any sort of production rate expectation declines on the A350 or other products?

I was wondering if you could just broadly comment on the supply chain. Where you're still seeing constraints?

are you seeing a good mix of both aerospace and defense-oriented firms, or is it concentrated one way or the other?

is there any structural limitation to moving the margins of the acquired businesses up towards the company average?

how would you characterize the pipeline?

I was curious if you could give us an update on the sell-in versus sell-through, how the distributors

if you could categorize certain products that are being destocked more heavily than others?

are you seeing any incremental elasticity on those parts? Do you expect to?

Have you seen any change in behavior of late with respect to discretionary aftermarket?

your thoughts on DOGE, and I'll just leave it open ended

what you're seeing in the distribution channel into the aftermarket point-of-sale data relative to what you guys were experiencing on the manufacturing side?

the status of that OEM contract renegotiation renewal, which -- if I recall, the terms kind of expired on the old contract

Wanted to ask if there are any dissynergies that you can point to

do you think this is kind of the end of the portfolio review? Or what will be part of the AMD franchise is that you're looking to maybe scale back

I was wondering if you could elaborate a little bit on commercial helicopter demand, how that's trending

would you say that you haven't really seen much demand erosion due to tariffs and all the trade policy uncertainty across the portfolio