Philip Gibbs

“Mike and team, just curious on where you expect A&D sales in 2026. I know prior you thought you'd be above a $250 million run rate on sales by mid-2026 and then also the status of your key capital investments and when those are going to be commissioned and deployed.”

“Carla and team, maybe just talk about the M&A environment. I know you weren't very active in 2025, but certainly a big part of your longer-term growth trajectory.”

“This is a follow-up on isothermal forgings. You've got jet engine growth in the mid-teens for 2026.”

“And, Tony, any of the LTAs that you signed, have they been with PowerGen manufacturers at all?”

“I understand you don't want to talk further about the Blue Scope deal. It obviously appears very compelling, but I'm curious if you're prohibited from buying back stock for any reason given there's now a potential deal that's been publicly disclosed.”