Scott Mikas

“Tom, Torrey has signaled that it wants to get onto the A350 program eventually. Just curious how you're thinking about that when it comes to pricing as that LTA comes due in 2030, but also the capital investments you would need to make on that program.”

“In the opening remarks, there was a lot of talks about dual sourcing, critical components. You currently have more than 3,000 suppliers. If we look at that today, how many are sole source?”

“I'm juggling four earnings reports this evening. But we've seen the engine OEMs comment that commercial aftermarket sales and orders continue to be strong in the legacy engine programs like the CFM56 and V2500.”

“You've long advocated for the Pentagon to adopt a more commercial acquisition model, and a lot of the new defense entrants are pushing for the same. But Lockheed's funded the development of the C-130J with its own capital in the past.”

“I appreciate the color on what gives you line of sight to low 11% margins at both DS and space in the second half of this year. Is that low 11% margin rate for both those segments the right jumping off point for 2027?”