Image source: The Motley Fool. Feb. 2, 2026, at 5:00 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Charles P. Blankenship Chief Financial Officer — William F. Lacey Director of Investor Relations — Daniel Provaznik TAKEAWAYS Net Sales -- $996 million, representing a 29% increase, attributed to robust aerospace and industrial demand. -- $996 million, representing a 29% increase, ...
Image source: The Motley Fool. Feb. 2, 2026, at 5:00 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Charles P. Blankenship Chief Financial Officer — William F. Lacey Director of Investor Relations — Daniel Provaznik TAKEAWAYS Net Sales -- $996 million, representing a 29% increase, attributed to robust aerospace and industrial demand. -- $996 million, representing a 29% increase, attributed to robust aerospace and industrial demand. Earnings per Share -- $2.17, a 54% rise, with no non-GAAP adjustments in the period. -- $2.17, a 54% rise, with no non-GAAP adjustments in the period. Free Cash Flow -- $70 million, up from $1 million, tied to higher net earnings. -- $70 million, up from $1 million, tied to higher net earnings. Aerospace Segment Sales -- $635 million, a 29% increase, driven by 15% growth in commercial services and elevated spare Line Replaceable Unit (LRU) orders, primarily for China. -- $635 million, a 29% increase, driven by 15% growth in commercial services and elevated spare Line Replaceable Unit (LRU) orders, primarily for China. Commercial OEM Aerospace Sales -- Up 22%, reflecting increased airframe production rates and tapering destocking. -- Up 22%, reflecting increased airframe production rates and tapering destocking. Defense OEM Aerospace Sales -- Up 23%, primarily from new Joint Direct Attack Munition (JDAM) pricing. -- Up 23%, primarily from new Joint Direct Attack Munition (JDAM) pricing. Aerospace Segment Margin -- 23.4%, up 420 basis points, benefitting from pricing, volume, and mix, partially offset by investments and inflation. -- 23.4%, up 420 basis points, benefitting from pricing, volume, and mix, partially offset by investments and inflation. Industrial Segment Sales -- $362 million, a 30% increase, with core industrial sales up 22% and China on-highway contributing $32 million in revenue. -- $362 million, a 30% increase, with core industrial sales up 22% and China on-highway contributing $32 million in revenue. Mar...