“So -- and as we think about the second quarter, to your question, we do expect that momentum to continue into the second quarter.”

In context

“ct from tariffs in Q1, and you talked about a $500 million net impact. How do we think about the margin cadence in Q2 and the second half as we think about those tariffs coming in? Rahul Ghai: Right. No, Sheila. So let me start, and Larry can jump in here. Listen, we've had a good start here. First quarter came in better than what we expected. And as we think about the year, and we mentioned this in January, we did expect a strong start to the year. We were aiming for a more linear year than we had last year, and given the OE ramp was a little bit back-end loaded, we have 9x shipments in the back half of the year and then lower spare engine ratio and including step up in corporate expenses. So we had expected that we'll have a stronger first half, and we've seen that in the first quarter. So -- and as we think about the second quarter, to your question, we do expect that momentum to continue into the second quarter. And what we are thinking for second quarter right now, given where we are in April, is that the GE Aerospace revenue growth to be better than what we delivered in first quarter and the profit dollars for the second quarter to be flat to sequentially up from first quarter and decently up on a year-over-year basis. So -- and this will be primarily driven by Services, and we expect similar revenue growth in Services as we did in the first quarter. As I said on the call, more than 90% of the spare parts are in the backlog, which is a similar position that we were in January for first quarter. And -- but this spare parts growth in the second quarter will be partially offset by a higher OE growth. Now as we think about the second half of the year, a lot more uncertainty given the volatility aro”