DCO — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-11-05

• As noted above, Boeing is one of our largest customers, and Boeing, Airbus, and our other customers that are suppliers to the commercial airline industry are being impacted as commercial airline customers are experiencing elevated jet fuel prices due to the conflict in the Middle East, and sustained…

• Since February 2025, the U.S. government has issued several executive orders (“Executive Orders”), under various statutes, imposing tariffs on imports from most countries with whom the U.S. engages in trade. As such, during 2025, the United States reached bilateral trade agreements that recognize ta…

• On February 3, 2026, Congress passed and the President signed a spending package providing full-year funding for most federal agencies through September 30, 2026. On September 2, 2026, the President signed a Continuing Resolution maintaining Fiscal Year 2026 funding levels for federal agencies beyon…

• •$9.2 million lower revenues in our military and space end-use markets due to lower rates on selected ground vehicle weapon, rotary-wing aircraft, and other military and space platforms, partially offset by higher rates on selected missiles and fixed-wing aircraft platforms.

• SG&A expenses increased $5.8 million year-over-year in the three months ended October 3, 2026 compared to the three months ended September 27, 2025, primarily due to higher compensation and benefits costs of $2.8 million, higher professional services fees of $1.8 million, and higher other SG&A expen…

Text removed vs the prior filing · source: 10-Q · 2026-08-06

• Since February 2025, the U.S. government has issued several executive orders (“Executive Orders”), under various statutes, imposing tariffs on imports from most countries with whom the U.S. engages in trade. As such, during 2025, the United States reached bilateral trade agreements that recognize ta…

• In October 2025, Congress failed to reach an agreement on funding the federal government, resulting in a shutdown until an agreement is reached. This resulted in the disruption of non-essential government services, with over hundreds of thousands of federal employees being furloughed or working with…

• In November 2025, the U.S. Government enacted a continuing resolution (“CR”) to keep the government funded through January 2026 while Congress works to enact full year fiscal year 2026 (“FY26”) remaining appropriation bills or an additional CR to fund government departments and agencies after Januar…

• In February 2026, President Trump signed into law a funding package to end the brief U.S. Government shutdown. The legislation will ensure full year funding for the federal government through the end of September 2026, with the lone exception of funding for the Department of Homeland Security. On Ju…

• •$7.9 million higher revenues in our military and space end-use markets due to higher rates on several missiles and fixed-wing aircraft platforms, partially offset by lower rates on a classified program, selected radar, rotary-wing aircraft, and naval platforms.