“Supported by supply chain unlock and elevated global demand amid geopolitical complex, our Defense and Space business should lead segment growth for the year.”

In context

“s and couple of projects, we remain opportunistic in allocating additional capital beyond that already committed for the rest of the year. To summarize, our strong execution in the first half has raised the bar for the year, even as we prioritize setting prudent expectations in a highly dynamic environment. Focusing on what we can control, our company remains poised for strong performance ahead of our pending separations. I'll now turn to Slide 8 to give high-level overview of our outlook by segment with further details by business unit provided in the commentary portion of the slide. In Aerospace Technologies, we continue to anticipate full year sales growth in the high single-digit range or mid-single digit to high single digit when excluding the impact of the 2024 Bombardier agreement. Supported by supply chain unlock and elevated global demand amid geopolitical complex, our Defense and Space business should lead segment growth for the year. Commercial Aftermarket growth remains consistent with Air Transplant currently stronger than Business Aviation. We still expect Commercial OE sales to recover and grow in the back half of the year as customers work down existing inventories, allowing our sales to better align with OE build rates. For the third quarter, organic sales are expected to be up mid-single digits to high single digits, led by Defense and Space with continued solid growth in Commercial Aftermarket and Commercial OE no longer address. Margins for the third quarter should be consistent with the prior quarter. For the full year, margins are expected to approach 26% as volume leverage is more than offset by the impact of acquisitions and the tariff-driven cost inflation temporarily outpaces pricing. In Industrial Auto”