Question-and-Answer Session
Operator
(Operator Instructions). Our first question comes from Gautam Khanna – Cowen and Company.
Gautam Khanna – Cowen and Company
Wanted to just ask about the inventory in the quarter, it was the $51 million use, wanted to know what the split is in terms of with raw materials and finished goods, and also sort of how should we think about inventory as we look forward through the year. And also, what explains the $51 million this quarter? Are we still going to see more fastener stocking or how should we think about that?
Thomas McCaffrey
Sure, Gautam, we have completed the inventory build out in our consumables management business. The growth at consumables management during the quarter was due to open POs. We weren't – you can't just cancel POs with your suppliers on a moment's notice, so there were a number of items that were in route therewith, if you will, that got shipped, and in fact we are continuing to work with our suppliers to reschedule what were open POs for the balance of 2009 and move them into 2010 consistent with our expectations for the business.
The balance of the inventory growth in that second quarter relates to the revised 787 schedule for long lead items, and on the $2.3 billion of SFE programs that we've won, but we haven't yet booked into our backlog. So we obviously will be spending money on the new oxygen systems and lighting systems and galley and waste management systems on the 787 and 8350 and the 777 for the balance of this year and into 2010.
Offsetting those investments are concerted efforts at each of our manufacturing facilities to increase their turns with lower manufacturing stocks and so I think that you should look for our delivery rescheduling efforts to result in relatively flat inventories, the consumables management for the balance of this year.
Gautam Khanna – Cowen and Company
Okay, and just one follow-up on the 2010 guidance, you mentioned you're going to spend – or pay back about $100 million of debt early so that's probably, I don't know, $0.05 of benefit. AIT, what's your expectation for charges in '10? It looks like you're entering with a $0.15 headwind into 2010. So if you would just walk through some of your below the line assumptions?
Thomas McCaffrey
Well, with respect to the AIT costs, we won't have essentially any AIT costs for the second half of next year, so they'll be winding down. We'll have some in the first half. They'll be winding down in the second half of the year so we'll have a little bit of carry-over into the year.
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