Scott Donnelly: Look, look, I think Bell is tracking right on where we expected from a guide standpoint. So we’re still seeing good execution on a lot of the production side of things. Obviously, FLRAA coming in is nice in terms of driving the top line. And clearly, it absorbs a lot of overhead in the business, which helps maintain the level of profitability in some of the other product lines. But as we’ve talked about the absolute number and we don’t have as much V22, H1 production as we had, but we’re going to still, I think, post a number that’s very much in line with what we guided.
George Shapiro: And then just one follow-up on Industrial, I mean it was particularly strong, I mean, I went back and looked, it was the best quarter since like Q2 of 2018 and that probably- the business wasn’t even the same at that point, although Kautex is obviously there. So, can you comment anymore? I mean it would seem like the sales you could- would be $3.6 billion guide here for the year and the margin certainly would look like it could be based on what the margin was this quarter. So if you could comment a little bit more on that?
Scott Donnelly: Yes, look, I think we do have George as I said, look, aviation is probably a little bit light on the revenue line. I think industrial will be a little bit stronger on the revenue line to offset that as we go through the year. I do think that the margins, there’s probably a little bit of upside to the margin, but certainly just conversion on net revenue will give us a little bit of upside on the year. And again, that’s part of what’s factored into the raise on our guidance at the EPS level, so I think we’re happy with how that’s going on, on the industrial side. And again, it’s strong demand recovering in the auto side. You don’t see as much drag on automotive manufacturing, and that’s good for us at Kautex, and golf and turf and these markets are staying pretty robust.
So I do think that’s kind of the way we think about mostly offset here, we’ll see some nice upside on the revenue there, and that will bring with it some increase in Op, that’s certainly incorporated in part of our raise for the year.
George Shapiro: Okay, thanks very much.
Operator: We’ll go next to the line of Myles Walton with Wolfe Research.
Louis Raffetto: Hi, you have Lou Raffetto on for Miles for you.
Scott Donnelly: Good morning.
Louis Raffetto: So I think you kind of covered this a little bit with the ongoing disruption, I guess, within Aviation, but at what point do you think that the pricing benefit will sort of overcome or more than overcome the sort of the negative on the performance side?
Scott Donnelly: Well, I mean it is, right? I mean so our — when you look at our pricing right now is even net of inflation is still enough to overcome some of the challenges in terms of inefficiencies driven by some of the ongoing supply stuff. So I think that’s a trend that we’ve had here for a while, and I expect we’ll continue to see that as we go into the future. .
Louis Raffetto: Okay. And then I think you mentioned, so is 190 the right number to think about or will you be maybe a little bit higher than that for the year?
Scott Donnelly: We’re not going to guide a specific number. But I mean, I don’t think it’s– being light by a couple of hundred million dollars is probably the right way to think about the top line. But again, I think from a performance standpoint, a margin standpoint, we’ll — we should be more or less in where we guided. .
Louis Raffetto: Okay, thank you very much.
Scott Donnelly: Sure.
Operator: Thank you. We’ll go next to the line of Cai Von Rumohr with TD Cowen.
