Pratt & Whitney ChallengesPratt & Whitney, particularly related to the Geared Turbofan (GTF), has been a challenge holding back the stock.
Supply Chain ChallengesThe supply chain continues to face challenges, with fires leading to fastener shortages impacting Collins.
Tariff ImpactThe company expects a ~$500mn headwind from tariffs this year, with $125mn already incurred in the first half.