Q2 & guidance: what do u guys think? I'm thinking:
--Delivery and service revenue should both be strong.
--Based on GD’s comments this week (1.27x aerospace book to bill, “even higher if you look at Gulfstream alone") and continued high bizjet traffic, likes b2b should be ok. Maybe even over 1.0.
--FCF, IDK, but given the above, prob fine.
--Guidance: strong commentary but unchanged numbers?
--Overall: things remain good. Demand for flights and new and refurbished planes remain strong, underscored by Airshare order here in Q3 (over-predicted recession still a mirage), defense order pipeline progressing, supply chain still has soft spots but still be managed adequately, nearing completion of new manufacturing facility.