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do we think about 737 and 787 cash margins in the near term? How much they're depressed longer term as well
albeit a modest Q4 free cash flow exit rate, just a modest number, how do we think about 2026
How do you think about the 0 for 0 with EU? How do you think that the order momentum builds from here
How are we thinking about production ramps outside 2025 with the 37 and the 87 rates and how you're watching the biggest risks
it seems like the timing to stabilize those keeps getting pushed to the right. How are you actively managing those programs
CES profit guidance for '26, if you could walk through margins at the midpoint, it implies margins are flat
how much of that is pure volume unlock through FLIGHT DECK in the supply chain versus tariff price surcharges or any other factors
LEAP aftermarket profitability, it's been a major contributor to CES performance year-to-date. Can you talk about
How do we think about the margin cadence in Q2 and the second half as we think about those tariffs coming in?
services, you raised the guidance here from just one month ago to low to mid-teens. Can you talk about the moving pieces
How are you thinking about incremental investments surrounding your portfolio within aerospace and R&D focus areas?
tell us the rank order of how you're thinking about 2026 end markets and any changes around the medium-term growth
How are you thinking about the biggest opportunities and the implications for margins
What kind of surprised to the upside in the quarter on the commercial aftermarket?
Why the destocking now? And it seems like deliveries are actually increasing. Was it related to one specific platform
aftermarket, the 7% growth decelerating from 15% in Q1 and lagging some of the early reports from peers
aftermarket 15% commercial aftermarket growth. Versus the guidance of mid to high single digits. How was price a contributor
if commercial at least still set to outperform aftermarket for the year and any color on commercial OE production rates
if you could provide some end market color, particularly on the aftermarket mid-teens aftermarket growth in 2024
Lots of questions around Bombardier and the payment there was $385 million in Q4. So how do we think about that the return
Collins embed 70 basis points of margin expansion. 40 basis points of that is the divestiture benefit. So only 30 bps organically.
you raised commercial OE revenue guidance by [ $150 million ] at Pratt pointing to mix. How do we think about
the guidance is now double-digit aftermarket growth for Pratt after 24% in H1 implies a steep deceleration.
how do we think about that across the rest of the Q2 to Q4 and across the segments? Is there any timing mismatch where it hits Collins first and Pratt in '26?
2024, if we look at the OE growth, it was about 21%. GTF deliveries were up 14%. So, is that seven-point delta all price on spares on GTF?