Scott Duchelle

“Tony, for the transactional price increases that you referenced in the press release, is that mostly referring to favorable transactional pricing for aerospace structural alloys, or are you seeing those transactional prices creep up more broadly across the portfolio?”

“Mike, should we expect government operations margins to trough in 2026 on these mixed headwinds or could there be incremental mixed pressure in 2027 that we should”

“Tony, I'm going to take a shot at a question. I'm not sure if you'll be able to answer, but for the aerospace LTAs that have renewed over the last six months, can you say whether the average price increase is more or less than 30%?”

“Bill, what growth are you assuming for legacy narrowbody engine aftermarket in 2026?”

“Tony, it looks like the price per pound at SAO is up about 29% this quarter. I guess, can you roughly characterize how much of that was just straight price on like-for-like alloys versus how much of that was mixed, as you presumably tilted more of the capacity to the high-priced engine alloys?”