Our defense businesses are hitting on all cylinders, having consistently met or exceeded targets for revenue, cash and margin.

While we are pleased with meeting our earnings targets for the quarter, we are even more pleased with the company's operating cash flow performance, with continuing operations $600 million ahead of plan for the first half of the year.

I don’t want other companies, I want this one,' insisted Seidelmeyer. 'I want all of their revenue and none of their people.'

'None of their people?' echoed Feretti. 'That’s good margin.

We are out-of-the-gates strong in fiscal 2015. We grew revenue 8% in the first quarter and exceeded our QuickBooks Online subscriber and our company financial targets.

Fourth quarter results from continuing operations met or exceeded our long-term targets for earnings, revenues and, on a pro forma basis, return on equity. Higher spending by affluent consumers, small businesses and corporate Card members more than offset the impact of an industry-wide spike in bankruptcy filings before new legislation went into effect last October.

Luckily, we not only met that, we exceeded it.