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what does the margin cadence look like for BCA over the next six, eight quarters as you're ramping in production
You mentioned the -- you made some comments about NASSCO, maybe a small negative EAC there
your take on the administration's desire to stand up, I don't know, Office of Shipbuilding inside the White House
this administration's approach to procurement reform. Seems like every administration comes in and wants to reform how acquisition is done
just kind of curious how you think the company is going to participate in the growth of European defense budgets
just wanted to get a sense from you all on what impact that might have on the industrial base
spend a few minutes on labor productivity across the Company and where you think you are relative to pre-pandemic levels
I'd like to just ask kind of a step back, bigger picture question about the timing of the transition from pre-COVID to post-COVID chips
from your view, what's broken and what it's going to take to get this fixed, quantum of money that might need to get spent
has there been any change, Ken, to your expectations on how much of the LHX NeXt savings you'll pass on
these efforts obviously are geared towards speeding things up and saving money. And I'm kind of curious on the saving money part
whether this is just strictly reducing red tape and speeding the process up or if there are going to be some longer-term structural consequences for the industrial base
There seems to be this growing view that in the future, the future of warfare and the systems that we're gonna need are gonna be plus exquisite
I was wondering if you could spend a bit more time talking about one of the phrases you used in your opening remarks on making some investments in some new areas
what you're hearing from the customer, and what you're seeing them say and do as it relates to maybe enabling some of these VC-backed defensive
I was wondering if you could just maybe comment on your top two or three priorities for the year and how you see yourself spending your time
just kind of curious when you think, based on the feedback that you're getting from customers, we might begin to see some awards flowing on some of this outlook.
I was wondering if you -- just a clarification one, if you'd be willing to talk about the gross impacts of tariffs.
I was wondering if you could spend a few minutes talking about your top three or four priorities for the year.
what you're seeing out there in the market as far as PMAs and whether there's been any change in either your approach to PMA parts
the one that kind of has piqued my interest is on a rewriting of the federal acquisition regulation and DFARS on the defense side
it does seem like it is going to be tied to airlines getting more consistent supply from their OEM partners, so that they can do some fleet planning
you just went through a big contract negotiation with them. I'm wondering if you just can't give us a little bit more insight on what you're hearing
talk about valuation multiples and where we are today relative to where we were maybe pre-pandemic 2018, 2019 time frame
what you're seeing from an inventory perspective and whether there has been any interesting movement in inventory here
I'm just kind of curious what you're seeing, both on the demand side and whether there are new programs of record that are being stood up
I'm just kind of curious on the munitions side or, you know, attritable mass seems to be a phrase that we hear quite a bit coming out of DOD