Howmet Aerospace Inc. (HWM) Presents At Jefferies Industrials Conference (Transcript)

Question-and-Answer SessionJohn, you've done a fabulous job when it comes to Howmet. There was one interesting contrast in the second quarter results, where many suppliers, including yourself, saw an inventory destocking, but Howmet's commercial OE business still grew low single digits unlike many. So in large part because of the actions you've taken over the past year, are you seeing any sense of shift from your OEM customers? And how do you think you're keeping -- how are you thinking about supply chain l ...