Mariana Mora

what is the pipeline of opportunities in Europe, especially because we continue to see headlines on like increased commitment to build up their defenses?

How do you think about, like, investing your own dollars, owning that IP, and actually getting, I don't know, out of this, like, mid-single-digit, like, cost-plus type of, like, margins

how should we think about the share or the mix towards, like, unmanned solutions, autonomy, and those things in that portfolio.

Could you mind like giving us some color around like how is that today? And how you think about risks on raw materials and pricing and pass-throughs going into next year?

how we think about, I'll say, on the commercial aero part, destocking trends and aftermarket trends or spare engine trends despite like this ramp that we are all expecting on OE

This business was growing slower than expected back then when you bought it. Could you please like tell us like how is that going

how should we think about the SES exposure to nonintrusive machines as well as CBP also builds up that capability

is that a driver of the favorable mix at SES? Or what is driving that improving profitability

the risk of actually having a continued resolution -- long continued resolution into fiscal year 2026

a focus on border security and the IRON DOME, you guys have like capabilities across the board from like screening solutions to like counter UAS

What is happening right now with the AI labs getting into enterprise? How many customers understand that value

How much of that growth depends on that budget being appropriated, and how much can actually keep growing

How easy or hard is it actually to get the right engineers to keep being able to incorporate all that

Shipbuilding has not been the only thing that the Pentagon has struggled to ramp up

the markets have already decided that 2026 is the show-me story for AI. Have you seen that in the customers

what changed from a behavioral perspective, from a customer perspective to see this accelerated appetite

how do you think about opportunities like Golden Dome going forward adding up to this

How do you make sure that you are ahead of everyone else and keep attracting the right people

One on the AI action plan that the White House put out a couple of weeks ago

are you interested on applying that as these European countries build up their own defenses and catch up on industrial capabilities

TITAN is a great example how -- on how, like, software actually played a role that was more intuitively hard work

when you see this demand, where do you invest to make sure that you are prepared to actually execute on it?

everyone is really concerned about Dodge with the change of administration, I could imagine like, focus on efficiencies, focus on software modernization

How are we seeing the impact so far after these new metal tariffs that were recently announced, and also the Supreme Court ruling on IEEPA?