The company reported strong Q3 2025 results with revenue up 14% and has repeatedly raised its full-year guidance. It is acquiring Consolidated Aerospace Manufacturing for $1.80 billion, a deal expected to add nearly $500 million in annual revenue and deliver a significant 2026 tax benefit. The company is also pivoting toward higher-margin aftermarket services. However, it faces continued pressure in its commercial transportation segment, with Q3 revenues down 3% year-over-year due to slowing truck builds and rising costs.