Bob Wetherbee: Certainly, where lead times are today, we’re booking into Q2, Q3 for some applications, and we even stretch out into and some others. So from the order activity and the conversation we’re having, we would see airframe growth it’s going to be double digit for sure, I would say, this year, we saw airframe growth year-over-year, year-to-date, up 60%. I don’t think we’ll see 60%. But we probably see something half of that or 1/3 of that based on the order load. We still have some share gains that have yet to be fully realized on the airframe side that will come into play in 2024. So I think we’ll see growth a little bit ahead of the rest of the market on the airframe side, especially on the titanium side as we bring on this fourth furnace. So I would say still strong growth going into 2024.
Operator: Our next question comes from Josh Sullivan of the Benchmark Company. Your line is open. Please go ahead.
Josh Sullivan: Did you say what you say what product or end market was impacted by the lack board outage, that $35 million, is that concentrated in one product or another?
Don Newman: It is — what I would say is it would be across multiple products. So we haven’t articulated any specifics around the products impacted. .
Josh Sullivan: And then just given the powder issue with the GTF, was an internal customer process. ATI has got a very extensive history of Mellergy. Has there been any increased effort on engaging ATI’s expertise to mitigate technology risk from OEMs, either on this product or generally just looking at the outcome there?
Bob Wetherbee: That’s a pretty broad question, so I’ll answer it with a broad answer, which is, yes, I mean we have daily, weekly, quarterly technology exchanges with all the major OEMs, especially on the engine side, I think there’s always, in this industry, a critical commitment to quality, looking for impurities, those kinds of things, how do we continue to improve. So those dialogues do go on. I think, obviously, qualifications are something the industry takes very seriously. And we’re involved in almost all qualifications to give them the OEMs a second source on almost everything that they’re looking for. So there are opportunities, and it’s a constant, a positive continual conversation with them. I think there’s upside for sure.
Josh Sullivan: And then just one last one. The reshoring gains in the medical side that you mentioned in the deck, is that BSNPO related or something else?
Bob Wetherbee: I would say pretty much the BSNPO related things. It’s probably a good way to look at it.
Operator: Thank you. At this time, we currently have no further questions. So I’ll hand back to Dave Weston for any further remarks.
Dave Weston: Thanks, Alex. And thanks again to everyone for joining us today. This concludes ATI’s third quarter earnings call. A replay will be available on our website along with registration info for our upcoming investor update on the 29th of November. Thanks, and have a great day.
Operator: Thank you for joining today’s call. You may now disconnect your lines.
