Jan Engelbrecht

“I wanted to touch on the timing of new contract wins and how that maybe could affect 2027. I know you guys aren't guiding towards 2027 today, but if you just look at that 50,000-unit drone camera win, there's probably some follow-on awards.”

“I think I want to just focus a little bit again on the missile programs. You guys called out in the release that it contributed to third quarter AEC growth, and then we saw a nice announcement on the IBAS award for $21 million, and then also the expansion of your facility, I think, last week through a press release.”

“I think this question could be for Rex, Joe, or for Mike. It has to do with special materials. You know, if you look at $550 million of revenue in 26, it could go to almost be a billion-dollar franchise just after this decade.”

“I think I'll start with the SpaceDraft component supply chain as a whole. Obviously, you guys benefit internally just given your vertical integration.”

“I think I'll stay with JLWS and just wanted to see that contract structure, should we assume that sort of healthy two roles into that? Or are they two separate things if there's additional work that the government wants to do on healthy too?”