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  "documentTitle": "Arconic Inc. (ARNC)",
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      "text": "Based on shipset disclosures (with Arconic benefiting from more recent disclosure – at a point in time at which more parts specified) Arconic has actually expanded its shipset content at a lower rate than PCC",
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      "text": "Part of this may be due to acquisitions (shipsets include both organic and inorganic growth for both companies)\nPerhaps GRP is shrinking and EPS is growing, understating the increase in shipset, but this is unlikely",
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      "text": "Source: Arconic Investor Presentations; PCC – Credit Suisse Global Industrials Conference, December 3, 2014",
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