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Could you just clarify the excess advances in customer considerations, the quantum of those, and then the duration by which they normalize
what is the negative cash flow in 2026 on the 777X in totality or versus this year
can you lay out for us the $2 billion better performance here on free cash flow in the second quarter? How much of that should we translate
I think in January you were expecting deliveries on the 37 in the low 400s and maybe 80 or so on the 787
on the supply chain, and maybe the spirit integration, how key is that to your ability to get to 38 and then get above 38
Are we crossing the root count of profit or breakeven in '26 still
Where and how do you balance capital deployment, share repurchase in particular at this point vis-a-vis your stock price
the pricing assumption through 2028, 2024 to 2028 and the low single-digit assumption there. What would that imply for the go-forward period
is there anything structural going on with respect to the razor/razorblade model and making money maybe on new equipment?
curious, just as you look at that sequential climb to '25, what in the base profit of '24 didn't translate into '25?
could you pull back the covers on the Raytheon segment in terms of the growth rates of maybe some of the larger SDUs
I just want to make sure that's 30% output for GTF and so a pretty steep 4Q MRO output improvement you're looking for there.
are you assuming that revert on August 1 back to the liberation day levels or the new levels or just they continue at pace where they are?
you mentioned that the tariff side didn't assume changes in customer buying behavior or operational disruption. Could you maybe talk about those as elements of watch items
Are we still on track for the $800 million to $1 billion step-down in 2026?