Gautam Khanna

“I was wondering if you could maybe just calibrate us on re-competes this year, you know, have any been extended. So if you could just talk about the exposure there.”

“I was just wondering, on the follow-up to the last question on the fixed-price pipeline, is that just a pivot by choice where you guys are actually pursuing more of that business?”

“I was first curious on your pricing comment. How much of that has already manifested in the stuff you've repriced in the Q2 numbers? And should we think that in the second half, we're going to have higher pricing than what was experienced in the second quarter, and then I have a follow-up.”

“I was curious, in the arrears, the delinquencies, Can you remind us the mix of OE versus aftermarket versus defense and space? And is there any economic consequence?”

“And because we're all kind of asking the same question on what the size of the EAC was in Q2 related to it and will be in Q3, is there any way you can give us some way to assess how big that was related to signing these contracts.”