Colin Canfield

“Maybe if we could talk about cash flow progression. If you could talk about how you think about essentially the combined space-based capability portfolio, so ARCA, OCT, and then space-based DW, how do you think about the investment requirements relative to the scale of opportunities?”

“Maybe starting out on munitions, we saw some pretty sizable missile defense interceptor awards to the defense primes, and it looks like that's probably not reflected in backlog yet.”

“Maybe following up on the supply demand environment, if we could talk a little bit about Eclipse, how much of a national security customer are talking about essentially kind of like releasing some of the requirements on NSSL on-ramp, and how do you kind of think about Eclipse's prospects of getting early on-ramps to…”

“Maybe if the team could talk about their appetite for M&A. Essentially kind of what are the key areas that you want to add over time, And how does the team think about edutonomy scaling milestones relative to the team's capacity to do deals?”

“Maybe if you could talk about funded bookings in the quarter and essentially kind of what you've seen this upcoming quarter, kind of what you've seen already between national security and civil and how you expect the funded bookings to progress through the year between both of those segments.”