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what are your early observations? What are your priorities? And given that the company will end the year with about $33 billion of cash
There was a comment from the administration about the EMD phase being cost plus but there were some competitively priced options for LREP
Just wondering when you're expecting that to be awarded and then also going back to Rob's question earlier on the supply chain
should Marine sustainably be growing sales at least $1 billion per annum until we hit that cadence?
Have you seen any uptick in the pipeline since the One Big Beautiful Bill Act was signed into law and reinstated bonus depreciation?
if the Navy were to actually pursue that route, how much capital would you need to invest to make that happen?
Is there interest from the DoD that you've heard about increasing the Columbia program to maintain a one to one replacement
what percentage of those included EPA clauses or some sort of language to protect you from future inflationary pressures?
are you considering ramping up some of your material purchases or production that happens in Mexico or Canada to preempt
Boeing flagged a fatigue issue with the engine, so just curious if you could provide an update on that. Is there any change to the expectations you had for losses
has anything structurally changed about the business model that could cause your aftermarket growth to decouple or sustainably outperform ASK growth
how long are you expecting it to take to retrofit the roughly 9,000 plus LEAPs that are already delivered
how are you thinking about balancing the price increases to offset tariffs and inflation while avoiding demand destruction
there's a lot of funding in there for auxiliary and support ships. Just wondering how you're thinking about that opportunity set when it comes to Ingalls and could that put upward pressure on the m...
is there a possibility that a Japanese or Korean shipyard could fund some of the CapEx to fulfill their obligations under the recent trade deals
the first quarter guide, if my math is right, calls for shipbuilding sales to be up 13% year over year. But then that implies that shipbuilding sales are down 1% for the remaining three quarters.
Is there anything that's potentially holding up that negotiation maybe due to government employees being furloughed? And then also from a high-level perspective, does it make sense for industry and...
You had the wage increase go in at Newport News, I think, in June. When is the wage increase going in at Ingalls?
is that 5-year cumulative free cash flow target of $3.6 billion now back on the table, but just from 2025 through 2029
how much capital would you and the Navy need to invest to make that happen? And would you have enough skilled labor or optionality to outsource
should we expect a greater share of shipbuilding orders over the remainder of this year and next year to be more cost-plus incentive fee type structures
is there any assumption baked in there for what net EACs will be for this year
what lessons did you learn from the late 2000s and early 2010s that are still relevant and can be applied today
are there any conversations between you and either the DoD or the administration about construction or upgrades to new heavy forging presses?
do you think the business would benefit from a more streamlined portfolio? And could we see that over the next, say, 12 to 24 months
does the guide assume that you will receive task orders this year that would, convert to revenue, or is that purely upside to the guide
are you concerned that AI could cause a race to the bottom on price particularly for digital modernization programs
does it make sense to potentially explore spinning off Dynetics given that it might attract a higher valuation outside of the broader Leidos portfolio
is the guidance just extremely conservative due to DOGE and all the executive orders from the new administration?
do you think that, that increased competition could be offset by a greater share of exams being outsourced?
the guidance implies almost no underlying EPS growth. I'm just kind of wondering, is that conservatism
how much of your material spend at Missile Solutions is with sole-source suppliers?
where do you expect book-to-bill to come in for the year
your IRAD spend as a percentage of sales, I think, declined from 3.5% to 2.4%
You're effectively going to be competing with Lockheed and Raytheon, who are two of Aerojet's largest customers
an opportunity to reach an agreement with the customer to accelerate production of the classified missile program
are you changing your overall capital deployment strategy of returning 100% free cash flow to shareholders following the president's executive orders? And if so, should investors expect that to be ...
Do you have those prices for those options locked in with suppliers?
does it make sense to sell the DOD the technical data rights to the F-35 as part of a broader deal to ensure DoD buys a minimum amount of units
Are you starting to see the administration speed up that process, and are you engaged with international customers about building a pipeline of opportunities
are we starting to see European customers become wary about ordering equipment from U.S. companies given uncertainty on delivery timing
would actually increasing the program of record to 150 or 200 units via completely separate negotiation potentially with additional financial benefits
it looks like there was an explosion at a plant in Utah. That produces solid rocket motors. So I'm just wondering how you're thinking about that
is there a possibility that the classified space program that was canceled could end up being restarted under this new administration?
Just how are you thinking about that in the context of retaining your best employees and engineers, so they don't join a defense tech company where they get significant upside from the equity valua...
does it make sense from a capital deployment perspective to pursue vertical integration at Raytheon, whether it's organic or inorganic?
when you think about V2500 shop visit visibility into next year, are you requiring customers to put down deposits to reserve shop visits
if the customer wants to retrofit to the GTF hot section plus, is that cost being covered by the customer or by RTX
There is a labor negotiation with the vote on a contract in early May. I'm just wondering how you're approaching that
I was hoping if you guys could provide some color on the production rates implied in your guidance for the 737, A320, 787
was there any strength or abnormally strong sales in any particular submarket, like a rebound in interiors?
is there upside to your deal model if Jet Parts Engineering and Victor Sierra start distributing the PMAs from your other operating units?
was part of the rationale also to deter other companies from PMA-ing your OEM parts
were there any noticeable trends among the four submarkets there, whether it's freight interior, bizjet, helicopter, passenger?
Is there a possibility that under your tenure, TransDigm takes a more serious look at acquisitions outside of aerospace and defense?
do you maybe prioritize engine content when it comes to M&A?
is selling assets and buying back your own stock on the table?
is there any meaningful margin differential in commercial aftermarket sales to the engine supply chain versus the airframe side?
are we getting to the point with the amount of cash that this business is generating at share repos or special dividends are going to be a regular part
are your operating units receiving orders from Boeing that support a ramp to 38 per month or higher in the back half of this year
are valuations for acquisition targets just too elevated relative to the quality of the assets? Or do you think that your stock is trading
if you end the year at four turns of net leverage to get back towards six turns by the end of the year, you need to deploy more than $7 billion