Rob Stallard

are you worried about a return of tariff risk at BCA this year? And similarly, on the defense side of the business, a longer-term shift in Europe

I was wondering if you could give us some idea of what the impact could be on future EBIT and free cash flow dilution as this exits the business

I was wondering if there had been any accounting or financial implications of the stoppage there the restart?

I was wondering if you could comment on the supply chain situation. You seem to have touched on it a little bit in marine

given some of the geopolitical activities over the last few weeks, I was wondering if you've seen any change in the conversation with your European customers with regards to buying US sourced equip...

there's been concerns over the last few months perhaps over this AI bubble. I was wondering if there has been any notable change in your backlog here and whether there has been any increase in AI-r...

the customer, the U.S. customer is talking to defense companies about potentially investing more of their own money

if you could comment on the management reorganization that you announced this quarter and how this could affect the way that the business is ran

I was wondering if in recent weeks this whole tariff thing has shifted the landscape here, particularly with regard to engines

do you think there are going to be some more flexibility on allowing exports to various parts of the world?

Is that continued march higher in delinquencies just due to continued demand exceeding supply—the supply chain strain

how the initial performance has been on that new blade on the LEAP-1A? And how long is it going to take to roll that blade out

how are you expecting the split to go between Airbus and Boeing in 2025?

How do you expect the long-term CapEx to progress from here? Do you expect it to remain around 4% of sales going forward?

I was wondering if the performance there was the same across the various shipbuilding programs. Then how much more is needed, for example, on the Virginia class? If you're gonna get consistently to...

the ability of your supply chain to deliver sufficient material, especially on, say, things like rare earths

Do you think the ROIC on all this spending is going to be similar to what you've achieved in commercial and aerospace in the past?

I was wondering if there's anything else on your worry radar that we should be worried about.

I was wondering if you could give us an update on where you currently are on the 737? Obviously, noting you’ve increased your full year production rate guide.

I just wanted to follow-up on your 737 production forecast. I was wondering what sort of purchase orders your various businesses are seeing at the moment.

I was wondering if you could give us an update on how big classified is as a percentage of the overall company

how do you feel about the capacity of the suppliers and your internal staffing to deal with this trajectory

Lockheed Martin said a couple of days ago that they're looking to substantially enhance the capability on the aircraft

I just wanted to clarify, will you be holding the buyback and dividend this year and going forward, or is it coming down?

do this mean we need to reconsider what, say, the percentage of revenues that goes into CapEx or the percentage of revenues that goes into company-funded r and d

I was wondering if you've got any explanation as to the why the customer is saying this

Can you give us some idea of how the timeline progresses here in terms of Northrop Grumman Corporation spending on CapEx

I don't think your prepared comments had any mention whatsoever of dividends or buybacks. So I was wondering if you could give us an update to what your thoughts are there, particularly given recen...

how much of this is dependent on the supply chain? Are they a pacing item here? And do you expect, Northrop Grumman to have to invest, its own money in the supply chain

One of the members of the administration had said recently that they thought that U.S. Defense companies should do a little more research and little fewer stock buybacks

if you could give us an idea of the annualized impact of this change to the R&D tax credit in terms of the P&L tax charge and also the cash

a lot of problems are on the silos. Is there some sort of breakout here where you can carry on an accelerated rate with the missile defense

On the B-21 EAC adjustment, what's the anticipated cash impact from this? Is it basically the same number but spread over time?

with a perhaps more relaxed regulatory environment moving forward, does that open the aperture for you with regards potentially to do more acquisitions

on the lot 2 LRIP of B-21, were there any accounting or cash flow impacts from that milestone?

how concerned are you about the ability of your supply chain to keep up with the demand pace you're setting? And also in relation to that, the risk with regard to rare earth?

You've raised the aerospace OEM guidance for the year. So I was wondering if you could dive into the details below that.

I was wondering if you could give us a bit more detail on some of the moving parts you've given in Q2 versus Q1.

is that a gross or a net number after you've applied these mitigations?

There's been some talk in the press that you were interested in purchasing Jeppesen from Boeing and obviously didn't

you didn't mention price. Do you think you'll be in a situation where you won't need to pass on digital costs to customers?

where do you expect there to be improvement that would get you to that low double-digit number for the full year?

tariffs. I was wondering what, sort of, exposure trends that I might have with regards to tariff that could be through Europe

have you assumed normal levels of TransDigm price increases in coming to that forecast?

was wondering if you could give us an update on what you think the cadence of deliveries will be in this division through the year and whether you expect this aftermarket growth rate to be maintained

how much could revenues go up by versus previous expectations as we look out to '27, '28, '29? And what could the returns be on those revenues

When you if you take this charge later this year, where would it leave booking margins on the MV-75 going forward

how you and Lisa expect to divide the role going forward because you will be Executive Chairman

we've seen some recent signs of biz jet activity actually picking up in terms of year-on-year growth. Are you starting to see this flow through in terms of your aftermarket activity

With the acceleration plan, would this require Textron to put in more capital to enable this 18-month acceleration

you've seen some of your peers signing up to new big fleet purchases. Is this something you'd be interested in doing more of going forward

On the Arctic Cat disposal, congrats on getting that done. Are you considering any further portfolio actions here

I was wondering if you've given any consideration to what the impact could be on the Textron Inc. businesses going forward from here

I was wondering if you could talk about what the risks and opportunities could be within that 2025 guidance, both for revenues and margin

I was wondering if you've seen any sign of demand changing at Aviation or Industrial since we've had the US election