Ron Epstein
Analyst, Bank of America
Earnings-call appearances
-
Q2 2026 Northrop Grumman Earnings Conference Call2026-07-21
Northrop Grumman Corp /De/ (NOC)
-
General Dynamics Corp Q1 FY2026 Earnings Call2026-04-29
General Dynamics Corp (GD)
-
Boeing Co Q1 FY2026 Earnings Call2026-04-22
Boeing Co (BA)
-
AerCap Holdings N.V. Q1 FY2026 Earnings Call2026-03-31
AerCap Holdings N.V. (AER)
-
Voyager Technologies, Inc./DE Q4 FY2025 Earnings Call2026-03-09
Voyager Technologies, Inc./TX (VOYG)
-
StandardAero, Inc. Q4 FY2025 Earnings Call2026-02-25
StandardAero, Inc. (SARO)
-
Leonardo DRS, Inc. Q4 FY2025 Earnings Call2026-02-24
Leonardo DRS, Inc. (DRS)
-
Garmin Ltd Q4 FY2025 Earnings Call2026-02-18
Garmin Ltd (GRMN)
-
General Dynamics Corp Q4 FY2025 Earnings Call2026-01-28
General Dynamics Corp (GD)
-
Boeing Co Q4 FY2025 Earnings Call2026-01-27
Boeing Co (BA)
-
General Electric Co Q4 FY2025 Earnings Call2026-01-22
General Electric Co (GE)
-
Boeing Co Q2 FY2025 Earnings Call2025-07-29
Boeing Co (BA)
-
General Electric Co Q2 FY2025 Earnings Call2025-07-17
General Electric Co (GE)
-
StandardAero, Inc. Q1 FY2025 Earnings Call2025-05-12
StandardAero, Inc. (SARO)
-
Howmet Aerospace Inc. Q1 FY2025 Earnings Call2025-05-01
Howmet Aerospace Inc. (HWM)
-
Huntington Ingalls Industries, Inc. Q1 FY2025 Earnings Call2025-05-01
Huntington Ingalls Industries, Inc. (HII)
-
General Electric Co Q1 FY2025 Earnings Call2025-04-22
General Electric Co (GE)
-
AerCap Holdings N.V. Q1 FY2025 Earnings Call2025-03-31
AerCap Holdings N.V. (AER)
-
Heico Corp Q1 FY2025 Earnings Call2025-02-26
Heico Corp (HEI)
-
RTX Corp Q4 FY2024 Earnings Call2025-01-28
RTX Corp (RTX)
-
Boeing Co Q4 FY2024 Earnings Call2025-01-28
Boeing Co (BA)
-
General Electric Co Q4 FY2024 Earnings Call2025-01-23
General Electric Co (GE)
-
Hexcel Corp /De/ Q4 FY2024 Earnings Call2025-01-22
Hexcel Corp /De/ (HXL)
-
TransDigm Group INC Q4 FY2024 Earnings Call2024-11-07
TransDigm Group INC (TDG)
-
Leonardo DRS, Inc. Q3 FY2024 Earnings Call2024-10-30
Leonardo DRS, Inc. (DRS)
-
Crane Co Q3 FY2024 Earnings Call2024-10-28
Crane Co (CR)
-
Boeing Co Q3 FY2024 Earnings Call2024-10-23
Boeing Co (BA)
-
BWX Technologies, Inc. Q2 FY2024 Earnings Call2024-08-05
BWX Technologies, Inc. (BWXT)
-
Textron Inc Q4 FY2024 Earnings Call2024-04-25
Textron Inc (TXT)
-
Lockheed Martin Corp Q1 FY2024 Earnings Call2024-04-23
Lockheed Martin Corp (LMT)
-
General Electric Co Q1 FY2024 Earnings Call2024-04-23
General Electric Co (GE)
-
RTX Corp Q1 FY2024 Earnings Call2024-04-23
RTX Corp (RTX)
-
Boeing Co Q4 FY2023 Earnings Call2024-01-31
Boeing Co (BA)
-
General Dynamics Corp Q4 FY2023 Earnings Call2024-01-24
General Dynamics Corp (GD)
-
AerCap Holdings N.V. Q4 FY2023 Earnings Call2023-12-31
AerCap Holdings N.V. (AER)
-
Cadre Holdings, Inc. Q3 FY2023 Earnings Call2023-11-08
Cadre Holdings, Inc. (CDRE)
-
BWX Technologies, Inc. Q3 FY2023 Earnings Call2023-11-01
BWX Technologies, Inc. (BWXT)
-
General Dynamics Corp Q3 FY2023 Earnings Call2023-10-25
General Dynamics Corp (GD)
-
Lockheed Martin Corp Q3 FY2023 Earnings Call2023-10-17
Lockheed Martin Corp (LMT)
-
TransDigm Group INC Q3 FY2023 Earnings Call2023-08-08
TransDigm Group INC (TDG)
-
Northrop Grumman Corp /De/ Q2 FY2023 Earnings Call2023-07-27
Northrop Grumman Corp /De/ (NOC)
-
Boeing Co Q2 FY2023 Earnings Call2023-07-26
Boeing Co (BA)
-
General Dynamics Corp Q2 FY2023 Earnings Call2023-07-26
General Dynamics Corp (GD)
-
Hexcel Corp /De/ Q2 FY2023 Earnings Call2023-07-24
Hexcel Corp /De/ (HXL)
-
BWX Technologies, Inc. Q1 FY2023 Earnings Call2023-05-08
BWX Technologies, Inc. (BWXT)
-
Hexcel Corp /De/ Q1 FY2023 Earnings Call2023-04-24
Hexcel Corp /De/ (HXL)
-
Lockheed Martin Corp Q1 FY2023 Earnings Call2023-04-18
Lockheed Martin Corp (LMT)
-
AerCap Holdings N.V. Q1 FY2023 Earnings Call2023-03-31
AerCap Holdings N.V. (AER)
-
Howmet Aerospace Inc. Q4 FY2022 Earnings Call2023-02-14
Howmet Aerospace Inc. (HWM)
-
General Dynamics Corp Q4 FY2022 Earnings Call2023-01-25
General Dynamics Corp (GD)
-
Hexcel Corp /De/ Q4 FY2022 Earnings Call2023-01-25
Hexcel Corp /De/ (HXL)
-
Boeing Co Q4 FY2022 Earnings Call2023-01-25
Boeing Co (BA)
-
AerCap Holdings N.V. Q4 FY2022 Earnings Call2022-12-31
AerCap Holdings N.V. (AER)
-
Huntington Ingalls Industries, Inc. Q3 FY2022 Earnings Call2022-11-03
Huntington Ingalls Industries, Inc. (HII)
-
General Dynamics Corp Q3 FY2022 Earnings Call2022-10-26
General Dynamics Corp (GD)
-
Boeing Co Q3 FY2022 Earnings Call2022-10-26
Boeing Co (BA)
-
RTX Corp Q3 FY2022 Earnings Call2022-10-25
RTX Corp (RTX)
-
Hexcel Corp /De/ Q3 FY2022 Earnings Call2022-10-24
Hexcel Corp /De/ (HXL)
-
Lockheed Martin Corp Q3 FY2022 Earnings Call2022-10-18
Lockheed Martin Corp (LMT)
-
AerCap Holdings N.V. Q3 FY2022 Earnings Call2022-09-30
AerCap Holdings N.V. (AER)
-
Huntington Ingalls Industries, Inc. Q2 FY2022 Earnings Call2022-08-04
Huntington Ingalls Industries, Inc. (HII)
-
RBC Bearings INC Q1 FY2023 Earnings Call2022-08-04
RBC Bearings INC (RBC)
-
General Dynamics Corp Q2 FY2022 Earnings Call2022-07-27
General Dynamics Corp (GD)
-
RTX Corp Q2 FY2022 Earnings Call2022-07-26
RTX Corp (RTX)
-
Hexcel Corp /De/ Q2 FY2022 Earnings Call2022-07-25
Hexcel Corp /De/ (HXL)
-
Rocket Lab Corp Q1 FY2022 Earnings Call2022-05-16
Rocket Lab Corp (RKLB)
-
Parsons Corp Q1 FY2022 Earnings Call2022-05-04
Parsons Corp (PSN)
-
Textron Inc Q4 FY2022 Earnings Call2022-04-28
Textron Inc (TXT)
-
Northrop Grumman Corp /De/ Q1 FY2022 Earnings Call2022-04-28
Northrop Grumman Corp /De/ (NOC)
-
Boeing Co Q1 FY2022 Earnings Call2022-04-27
Boeing Co (BA)
-
Lockheed Martin Corp Q1 FY2022 Earnings Call2022-04-19
Lockheed Martin Corp (LMT)
-
Albany International Corp /De/ Q4 FY2021 Earnings Call2022-02-15
Albany International Corp /De/ (AIN)
-
Huntington Ingalls Industries, Inc. Q4 FY2021 Earnings Call2022-02-10
Huntington Ingalls Industries, Inc. (HII)
-
Mercury Systems Inc Q2 FY2022 Earnings Call2022-02-01
Mercury Systems Inc (MRCY)
-
Northrop Grumman Corp /De/ Q4 FY2021 Earnings Call2022-01-27
Northrop Grumman Corp /De/ (NOC)
-
Boeing Co Q4 FY2021 Earnings Call2022-01-26
Boeing Co (BA)
-
General Dynamics Corp Q4 FY2021 Earnings Call2022-01-26
General Dynamics Corp (GD)
-
Lockheed Martin Corp Q4 FY2021 Earnings Call2022-01-25
Lockheed Martin Corp (LMT)
-
RTX Corp Q4 FY2021 Earnings Call2022-01-25
RTX Corp (RTX)
-
Joby Aviation, Inc. Q3 FY2021 Earnings Call2021-11-12
Joby Aviation, Inc. (JOBY)
-
Virgin Galactic Holdings, Inc Q3 FY2021 Earnings Call2021-11-08
Virgin Galactic Holdings, Inc (SPCE)
-
Huntington Ingalls Industries, Inc. Q3 FY2021 Earnings Call2021-11-04
Huntington Ingalls Industries, Inc. (HII)
-
Northrop Grumman Corp /De/ Q3 FY2021 Earnings Call2021-10-28
Northrop Grumman Corp /De/ (NOC)
-
Boeing Co Q3 FY2021 Earnings Call2021-10-27
Boeing Co (BA)
-
General Dynamics Corp Q3 FY2021 Earnings Call2021-10-27
General Dynamics Corp (GD)
-
RTX Corp Q3 FY2021 Earnings Call2021-10-26
RTX Corp (RTX)
-
Lockheed Martin Corp Q3 FY2021 Earnings Call2021-10-26
Lockheed Martin Corp (LMT)
-
AerCap Holdings N.V. Q3 FY2021 Earnings Call2021-09-30
AerCap Holdings N.V. (AER)
-
Huntington Ingalls Industries, Inc. Q2 FY2021 Earnings Call2021-08-05
Huntington Ingalls Industries, Inc. (HII)
-
BWX Technologies, Inc. Q2 FY2021 Earnings Call2021-08-02
BWX Technologies, Inc. (BWXT)
-
Northrop Grumman Corp /De/ Q2 FY2021 Earnings Call2021-07-29
Northrop Grumman Corp /De/ (NOC)
-
Boeing Co Q2 FY2021 Earnings Call2021-07-28
Boeing Co (BA)
-
RTX Corp Q2 FY2021 Earnings Call2021-07-27
RTX Corp (RTX)
-
Hexcel Corp /De/ Q2 FY2021 Earnings Call2021-07-26
Hexcel Corp /De/ (HXL)
-
Albany International Corp /De/ Q2 FY2021 Earnings Call2021-07-26
Albany International Corp /De/ (AIN)
-
AerCap Holdings N.V. Q2 FY2021 Earnings Call2021-06-30
AerCap Holdings N.V. (AER)
-
Virgin Galactic Holdings, Inc Q1 FY2021 Earnings Call2021-05-10
Virgin Galactic Holdings, Inc (SPCE)
-
Huntington Ingalls Industries, Inc. Q1 FY2021 Earnings Call2021-05-06
Huntington Ingalls Industries, Inc. (HII)
-
BWX Technologies, Inc. Q1 FY2021 Earnings Call2021-05-03
BWX Technologies, Inc. (BWXT)
-
Northrop Grumman Corp /De/ Q1 FY2021 Earnings Call2021-04-29
Northrop Grumman Corp /De/ (NOC)
-
Boeing Co Q1 FY2021 Earnings Call2021-04-28
Boeing Co (BA)
-
RTX Corp Q1 FY2021 Earnings Call2021-04-27
RTX Corp (RTX)
-
Lockheed Martin Corp Q1 FY2021 Earnings Call2021-04-20
Lockheed Martin Corp (LMT)
-
Virgin Galactic Holdings, Inc Q4 FY2020 Earnings Call2021-02-25
Virgin Galactic Holdings, Inc (SPCE)
-
BWX Technologies, Inc. Q4 FY2020 Earnings Call2021-02-22
BWX Technologies, Inc. (BWXT)
-
General Dynamics Corp Q4 FY2020 Earnings Call2021-01-27
General Dynamics Corp (GD)
-
RTX Corp Q4 FY2020 Earnings Call2021-01-26
RTX Corp (RTX)
-
Lockheed Martin Corp Q4 FY2020 Earnings Call2021-01-26
Lockheed Martin Corp (LMT)
-
AerCap Holdings N.V. Q4 FY2020 Earnings Call2020-12-31
AerCap Holdings N.V. (AER)
-
Parsons Corp Q3 FY2020 Earnings Call2020-11-04
Parsons Corp (PSN)
-
BWX Technologies, Inc. Q3 FY2020 Earnings Call2020-11-02
BWX Technologies, Inc. (BWXT)
-
General Dynamics Corp Q3 FY2020 Earnings Call2020-10-28
General Dynamics Corp (GD)
-
RTX Corp Q3 FY2020 Earnings Call2020-10-27
RTX Corp (RTX)
-
Northrop Grumman Corp /De/ Q3 FY2020 Earnings Call2020-10-22
Northrop Grumman Corp /De/ (NOC)
-
Lockheed Martin Corp Q3 FY2020 Earnings Call2020-10-20
Lockheed Martin Corp (LMT)
-
Hexcel Corp /De/ Q3 FY2020 Earnings Call2020-10-19
Hexcel Corp /De/ (HXL)
-
AerCap Holdings N.V. Q3 FY2020 Earnings Call2020-09-30
AerCap Holdings N.V. (AER)
-
Huntington Ingalls Industries, Inc. Q2 FY2020 Earnings Call2020-08-06
Huntington Ingalls Industries, Inc. (HII)
-
Parsons Corp Q2 FY2020 Earnings Call2020-08-05
Parsons Corp (PSN)
-
BWX Technologies, Inc. Q2 FY2020 Earnings Call2020-08-03
BWX Technologies, Inc. (BWXT)
-
General Dynamics Corp Q2 FY2020 Earnings Call2020-07-29
General Dynamics Corp (GD)
-
RTX Corp Q2 FY2020 Earnings Call2020-07-28
RTX Corp (RTX)
-
Hexcel Corp /De/ Q2 FY2020 Earnings Call2020-07-27
Hexcel Corp /De/ (HXL)
-
Huntington Ingalls Industries, Inc. Q1 FY2020 Earnings Call2020-05-07
Huntington Ingalls Industries, Inc. (HII)
-
RTX Corp Q1 FY2020 Earnings Call2020-05-07
RTX Corp (RTX)
-
Northrop Grumman Corp /De/ Q1 FY2020 Earnings Call2020-04-29
Northrop Grumman Corp /De/ (NOC)
-
Boeing Co Q1 FY2020 Earnings Call2020-04-29
Boeing Co (BA)
-
General Dynamics Corp Q1 FY2020 Earnings Call2020-04-29
General Dynamics Corp (GD)
-
Hexcel Corp /De/ Q1 FY2020 Earnings Call2020-04-20
Hexcel Corp /De/ (HXL)
-
AerCap Holdings N.V. Q1 FY2020 Earnings Call2020-03-31
AerCap Holdings N.V. (AER)
-
L3harris Technologies, Inc. /De/ Q3 FY2020 Earnings Call2019-10-31
L3harris Technologies, Inc. /De/ (LHX)
-
L3harris Technologies, Inc. /De/ Q1 FY2020 Earnings Call2019-04-30
L3harris Technologies, Inc. /De/ (LHX)