Seth Seifman

“I wanted to start off asking about the contracting type. And I think you mentioned the move to fixed price contracting, and we all saw the executive order as a reason why awards have been slipping out.”

“I guess, Russ, I wonder if you could talk a little bit more. You guys mentioned the kind of fluid supply chain environment, and as much as things are improving, when we listened to the GE call, they talked about their delinquencies being up 20%.”

“John, I was wondering if you could give us an update on what you're seeing on aerospace OEM and the widebody market, how those rates are progressing, and whether you think Hangman has enough capacity in place for the targeted rates or even beyond that.”

“I wanted to ask about the outlook in HPMC in the second half.”

“And then also, if you can fold into that, the big award for the lunar payload of about $300 million, I'll fold into both the revenue as well as the third quarter bookings.”