Miles Walton

“I was hoping you could touch on some of the 2027 potential moving target, moving pieces, top-line margin, and free cash flow, or at a minimum on the free cash flow.”

“Could you touch on the still-high I think a budget outlook for airframe that you talked about, obviously the first half of the year down and implying you need to get to something closer to, you know, mid-teens to get to the back half of the year.”

“Hoping to touch on where Gavin left off with the license agreement. How do we think about how much of that is sort of a renewal aspect of your current-based business and sort of proportional costs associated with that versus sort of paying to get on to new product line expansion?”

“Josh, I think I heard you give the back half of the year guidance by quarter. I just want to make sure I got that correct, that you're looking for a flat sequential in the third, more or less, and then a 10% sequential growth in the fourth quarter.”

“I was hoping you could touch on JetParts and Victor Sierra. I know you mentioned it wasn't in the pro forma breakdown by end market, but I guess I thought it was all commercial aftermarket.”