“we're still expecting kind of low 20% revenue growth in the year for GE Aerospace, about 1.2 billion to 1.3 billion of profit, close to a point of margin expansion as we end the year.”

In context

“quarter continue to give us confidence to raise the year. So what we did in the quarter as you saw in the guide, we raised the guide for the year by about $500 million of revenue and slightly more than $250 million of profit. So about a 50% drop through for the incremental revenue. Obviously now part of that is the higher services revenue, lower OE revenue that you referenced. So as you kind of think about now what the fourth quarter looks like as you go from third quarter to the fourth quarter, there is about $200 million of incremental OE revenue. And even though services revenue is still strong kind of mid teens, it is a lower sequential growth just given the timing of the spare part shipments. So that's impacting the quarterly margin dynamic to a little bit. But having said all that, we're still expecting kind of low 20% revenue growth in the year for GE Aerospace, about 1.2 billion to 1.3 billion of profit, close to a point of margin expansion as we end the year. So it will be a really, really good year. Now as you pointed out, LEAP deliveries are a little bit lighter than we had initially expected. Still a pretty substantial ramp in the fourth quarter we're expecting. Based on the revised guidance that we just provided, we expect about a 15% growth from 3Q to 4Q and a pretty big ramp year-over-year. Now some of the LEAP deliveries have pushed out into '24 and '25. So as we think about the outer year margins, we had guided to about a point of margin headwind from LEAP between '23 to '25. So now that will just be marginally higher, just movement of LEAP engine shipments from '23 to '24. I don't know if I covered all the questions. Operator: Our next question comes from the line of Deane Dray with RBC Capital Markets. Deane Dray: Thank you. Good mor”