Domestic airline travel is leading the way while international travel is still slow to come back.

Feb 16, 2022 / CEO / receipt, needs a key / Bill Higgins, CEO | earnings call 2022-02-16 | transcript a0b43bb3-454a-44e6-a5b2-2136c03c75be | chars 4373-4470 | segment 4

During the fourth quarter, we began to see the impact on the segment of higher input costs, including raw material, labor, and logistics, hitting the P&L. However, these were more than offset by some non-recurring benefits, by higher fixed cost absorption, and by a continued low level of travel due to the global prevalence of the Omicron variant.

Feb 16, 2022 / CEO / receipt, needs a key / Bill Higgins, CEO | earnings call 2022-02-16 | transcript a0b43bb3-454a-44e6-a5b2-2136c03c75be | chars 21690-22038 | segment 22

We're cautiously watching how the Delta variant might affect this recovery, particularly international air travel and the less vaccinated regions of the world.

Jul 27, 2021 / CEO / receipt, needs a key / Bill Higgins, CEO | earnings call 2021-07-27 | transcript 07210b59-ed10-47b4-a0e9-8a4850d67949 | chars 3274-3433 | segment 3

In our engineered composite segment, as domestic airline travel recovers, we expect to benefit from our position on narrow-body aircraft with LEAP engines and our partnership with Saffron, As we mentioned last quarter, we're working closely with Saffron to coordinate ramping production as LEAP demand picks up on recovering narrowbody OEM production.

Jul 27, 2021 / CEO / receipt, needs a key / Bill Higgins, CEO | earnings call 2021-07-27 | transcript 07210b59-ed10-47b4-a0e9-8a4850d67949 | chars 3590-3941 | segment 3

The increase in the amount of expense reflects higher incentive compensation expense, higher R&D spending, higher travel expenses, and higher foreign currency revaluation losses.

Jul 27, 2021 / CEO / receipt, needs a key / Bill Higgins, CEO | earnings call 2021-07-27 | transcript 07210b59-ed10-47b4-a0e9-8a4850d67949 | chars 11742-11920 | segment 12