“With respect to operating profit, we now expect growth between $275 million and $350 million versus 2024 compared to our prior expectation of up between $500 million and $600 million, driven by the expected impact of tariffs which was partially offset by increased volume drop-through.”

In context

“erations center programs. Commercial OE sales were up 1% versus the prior year as expected lower volume on the 737 MAX was more than offset by higher volume on other platforms, including the 787. Adjusted operating profit of $1.2 billion was up $104 million versus the prior year as drop-through on higher commercial aftermarket and defense volume, favorable defense mix and lower R&D expense more than offset unfavorable commercial OE mix and the impact of higher tariffs across the business. Turning to Colin's full year outlook. We now expect sales to grow mid-single digits on an adjusted basis and high single digits organically, up from our prior range of up low single digits on an adjusted basis and up mid-single digits organically, driven by strength in commercial aftermarket and defense. With respect to operating profit, we now expect growth between $275 million and $350 million versus 2024 compared to our prior expectation of up between $500 million and $600 million, driven by the expected impact of tariffs which was partially offset by increased volume drop-through. Shifting to Pratt & Whitney on Slide 8. Despite the impact of the 4-week work stoppage that occurred in the quarter, sales of $7.6 billion were up 12% on both an adjusted and organic basis, driven by strength in commercial aftermarket and commercial OE. Commercial aftermarket sales were up 19% and driven by higher volume in large commercial engines and favorable mix in Pratt Canada. Commercial OE sales were up 15%, driven by favorable mix in large commercial engines and higher Pratt Canada volume. In military engines, sales were flat, driven by F135 volume, including the impact of contract award timing. Adjusted operating profit of $608 million was up $71 million versus the prior year as favorable commercial OE mix, drop-through on higher commercial aftermarket volume and lower R&D expens”