Their findings pointed to accelerating missile demand and a wave of new aircraft orders that could fuel a stronger and more robust growth cycle for aerospace and defense companies. Suppliers described conversations with BA on similar topics to be far earlier stage and having less consistent cadence. 11) Aero supply chain slowly healing but will be tested with further rate increases. Separately, both PH and ETN mentioned an increased focus on dual/multi-sourcing, which is leading to greater supply chain resiliency. Suppliers throughout the A&D supply chain described negotiations as much more focused on availability, performance, quality, and on-time delivery rather than price and margins.