Yeah, so it usually takes a while, Jim, for that to filter through to us. I think if you look at Ukraine as an example, it took our customers about 12 months to sort of get Defense Department signals through to their order book, and then they did redesigns and started placing orders to us. So it was, you know, 12 to 18 months before we started seeing, you know, heightened demand, Javelin being a great example of that. Certainly have seen that heightened demand coming due to the Ukraine conflict. I would expect the same as the government supports Israel. Again, I would expect that to take a while, 18 months is a good indicator in terms of how long it takes for those signals to travel through the chain.

Nov 1, 2023 / receipt, needs a key / Tom Edmond, CEO | earnings call 2023-11-01 | transcript 20d49073-c022-4694-ba67-893ee2fd1391 | chars 23390-24100 | segment 23

As we look into Q1, we are seeing our commercial markets soften. As a result, we are taking extraordinary actions including consolidating our facilities, as I already explained, shutting down for the full Chinese New Year holiday season, freezing new hires except with special approvals, reducing discretionary spending, and putting travel restrictions in place.

Feb 8, 2023 / receipt, needs a key / Tom Edmond, CEO | earnings call 2023-02-08 | transcript 15112dc9-6262-4bb5-935b-d0bb9348cdcc | chars 16501-16863 | segment 16

We are using a data-driven process, monitoring vaccination rates and local case counts to determine safety precautions at our facilities as we welcome back visitors, begin traveling again, and return a number of our remote employees back to the workplace.

Jul 28, 2021 / receipt, needs a key / Tom Edmond, CEO | earnings call 2021-07-28 | transcript b2fb2a9c-43d8-4f94-b747-4a90fa743646 | chars 5927-6182 | segment 5

Travel is still relatively muted. but will increase as the virus gets under better control here throughout the year.

Apr 28, 2021 / receipt, needs a key / Cole, CEO | earnings call 2021-04-28 | transcript c385ccc2-e8e8-4ac6-bc30-5c57325874f1 | chars 35193-35309 | segment 35

Capacity expansion

ir_statement / Sep 17, 2026 / receipt

Global expansion

ir_statement / Sep 17, 2026 / receipt

Anticipated European Expansion

ir_statement / Sep 17, 2026 / receipt

Enabling >$500 million in projected incremental throughput by 2028

ir_statement / Sep 17, 2026 / receipt

Expanding North America capacity to support A&D demand

ir_statement / Sep 17, 2026 / receipt

New 200,000+ sq ft TTM Syracuse Facility

ir_statement / Sep 17, 2026 / receipt

$300M FACILITY EXPANSIONS & EQUIPMENT INVESTMENTS

ir_statement / Sep 17, 2026 / receipt

$450M CAPITAL INVESTMENTS

ir_statement / Sep 17, 2026 / receipt

From 2025-27 to increase N+M capacity

ir_statement / Sep 17, 2026 / receipt

Global Footprint Execution

ir_statement / Sep 17, 2026 / receipt

Non-China Planned N+M Plants

ir_statement / Sep 17, 2026 / receipt

Strategic capex investments support key customer program launches and production ramps

ir_statement / Sep 17, 2026 / receipt