Analyst
Citi
Equibles does not estimate personal net worth.
John Godden is recorded as Analyst at Citi. John Godden has spoken on 22 earnings calls and 1 other investor event across 17 companies, most recently for Lockheed Martin Corp on October 22, 2026. Those appearances were for Loar Holdings Inc. (LOAR), Lockheed Martin Corp (LMT), American Airlines Group Inc. (AAL), Northrop Grumman Corp (NOC), Leidos Holdings, Inc. (LDOS) and 12 other companies. The companies whose calls John Godden spoke on are classified in the Industrials and Technology sectors.
“There's a lot of program detail that's come out of the answers to the other questions. What I wanted to focus on, Jim, if we could, is the durability of revenue growth kind of in 2028 and beyond.”
“And Robert, I just wanted to kind of plug into your kind of bigger picture thinking on, you know, the shape of the industry and Americans' role in it.”
“I wanted to just hopefully unpack margins a little bit. If I rewind to maybe a year or so ago, there was sort of a conversation about the growth versus margin tradeoff and how margins might be topping out. the margin performance and execution has been great.”
“I also wanted to just ask for a little bit more color on the 2027 comments. This quarter we saw relative strength in aeronautics and defense systems while mission systems in space lagged.”
“You mentioned a recent partnership in Germany as an example of just diversifying access to launch. I was hoping you could offer a bit of a temperature check on the market for launch services as you see it.”
Citi
Analyst
Transcript header (unverified)
LOAR
Aerospace & Defense · Industrials
Information Technology Services · Technology
Information Technology Services · Technology
PLANET LABS PBC
Aerospace & Defense · Industrials
Information Technology Services · Technology
VSEC
Aerospace & Defense · Industrials
SKYW
Airlines · Industrials
Planet Labs PBC Second Quarter of Fiscal 2027 Earnings Call
PLANET LABS PBC
