Gavin Parsons

you're restricted from looking at all of BDS previously. So have you been able to get under the hood of all those programs

I just wanted to follow up on that BCA margin question a little bit with the price side of that, the price-cost mix

Did you book any G800s in the first quarter?

you mentioned the improvement in the G700 margin was 1Q better than your plan. And do you still expect a step down in the 2Q and 3Q margin?

CFM56 retirements trending lower than expected, 2%, despite successful LEAP deliveries. Expecting that to pick up to 3% or 4%

Obviously strong CES order growth in the quarter, but you still do have that conservatism in the second half of the year

where the bottlenecks or the pain points still are and if that's a linear improvement through '25

can you hold and expand the mid-thirteen percent EBITDA margin beyond 26

I would just love to clarify what you're assuming for the shutdown impact in 4Q

funded, maybe has been trending a little lighter. Any dynamics to call out there

Have you already taken that out of backlog and does the GSA review complete?

will you be able to still grow EBITDA and free cash flow through that contract transition?

What's a good baseline for the Aerojet margin?

Could you size the drag on revenue growth from the LHX NeXt savings outperformance?

Is there any customer support or CapEx reimbursement in your operating cash flow? And then on the PAC-3 and THAAD frameworks, could you talk a little bit more about how those are structured, maybe ...

Is there a way to quantify what say, 100 basis points step up in CapEx would convert to in terms of revenue growth?

given a lot of moving pieces in cash flow like the F-35 inventory unwind pension contribution recovery, Lot 18 cash timing

do you mind clarifying the b '21 investment comment you made, the the 2 billion to $3 billion Is that before or after an acceleration

Looks like you're absorbing higher CapEx in your free cash flow guidance this year, but do you still have line of sight to $4 billion in 2028

you guys spend more on CapEx than most of your peers in the industry. I mean, does that enable more than maybe mid-single-digit growth over the long term

if that would allow you to reopen pricing on the LRIP or if that's only on future lots

Aeronautics margin pressure, not too much year over year in 2025, given the B-21 ramp, I mean is there any change in the dilution consideration

How big is the microelectronics business?

I guess I wanted to ask about 2026 free cash flow conversion.

What's the right medium-term margin rate for Pratt?

given you did 10.7% in the first quarter with $15 million of productivity, I guess, first, is there anything abnormal in that margin?

Was the destocking last year more specific to the first half or second half?

does that suggest that your core growth is more like 9% or 10% for aftermarket?

On the 200 basis points of M&A dilution

do you feel like on a volume basis, you're pretty aligned with OEMs at this point?

have you guys acted as any buffer between kind of Boeing and your smaller tier suppliers to prevent the whipsaw

it looks like dedicated freight flights returned to growth a couple of months ago. Give a sense for roughly how long that tend to take

what are the hurdles to getting this done? And is there a minimum return threshold you're looking forward to ensure it's not a dilutive transaction

Business jet demand is pretty strong overall, but it does seem like large cabin maybe is the strongest segment at the moment. Is there any opportunity there to add a larger aircraft to the Cessna f...

if I could just dig into the industrial margins a little bit, light in '25, but expanding in '26

once you get through Denali, any categories where you see the opportunity for new aircraft in aviation

Is the second half of this year pretty normal? So as we think about going beyond '25, is that a good baseline

I was hoping you could give us some sense of how much of that excess cost you're absorbing in that 12% to 13% margin guide

anything you can give us on what you're expecting on net price and performance for '25