Hey Ztankosi,
Regarding your comments in relation to margins, while we don't know the headline percentage per part, what we do know after the annual GM last year is the JSF parts are on significantly tighter margins than the 130j and LM100j parts. This was showcased in the earnings last year, whereby despite a significant increase in JSF production parts, the fall in 130j and LM100j production impacted the final result. Thus why it's vital costs are reined in and capacity fully utilised for the JSF to improve those skinny margins. Don't forget also the US govt is looking for cheaper F35's as part of the LRIP 12 so another reason QHL needs to be super lean.
Cheers....
Could this be the Boeing contract prep, page-9
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