Neil Mitchill

“In the second quarter, adjusted sales of $24.7 billion were up 14% on an adjusted basis and 16% organically year over year. This strong organic growth was driven by all three channels, with commercial OE up 9%, commercial aftermarket up 18%, and defense up 16%.”

“I'm on slide 5. as chris already mentioned we had strong financial performance to start the year in the first quarter adjusted sales of 22.1 billion were up nine percent on an adjusted basis and up 10 percent organically this top line organic growth was driven by strength across all three channels with commercial oe…”

“In the third quarter, adjusted sales of $22.5 billion were up 12% on an adjusted basis and 13% organically. As Chris mentioned, this was a very strong result in the quarter with commercial aftermarket up 18% and commercial OE and defense, both up 10%.”

“In the second quarter, adjusted sales of $21.6 billion were up 9% on both an adjusted and organic basis. Growth was led by strength across all 3 channels with commercial aftermarket up 16%, commercial OE up 7% and Defense up 6%.”

“Let me take you through the various categories of incremental direct tariff exposure and the level of pre-tax operating profit impacts, net of available mitigations we have currently assessed for each category.”