BA
Aerospace & Defense · Industrials
Analyst
Bank of America
Equibles does not estimate personal net worth.
Ron Epstein is recorded as Analyst at Bank of America. Ron Epstein has spoken on 33 earnings calls across 18 companies, most recently for Lockheed Martin Corp on October 22, 2026. Those appearances were for Boeing Co (BA), Huntington Ingalls Industries, Inc. (HII), Textron Inc (TXT), General Dynamics Corp (GD), Lockheed Martin Corp (LMT) and 13 other companies. The companies whose calls Ron Epstein spoke on are classified in the Industrials and Technology sectors.
“Can we talk a little bit more about this and And, you know, what that means for you guys, CCA, and then, I mean, just part of a broader question of, you know, what is going on in the Skunk Works, if you can give us a little bit of flavor for that as well.”
“So, yeah, just quickly, I didn't hear much discussion around how are supply chains holding up for you?”
“And then, if I may, when we were walking around the USA, one thing came up pretty much in every meeting we did. Nobody can get printed circuit circuit boards, and then people were having problems getting capacitors and resistors and this and that.”
“Your investment in the, how are you thinking about that? Is that something that should be 100% part of Embraer, or is that something that should be cut loose? When you think about the engineering cost of that, should those engineers be deployed on something else, or you're halfway in, halfway out?”
“On your prepared remarks, you talked about all the preparation you're doing with the workforce. Can you talk about how you're retaining labor? You mentioned you hired 3,500 shipbuilders.”
Bank of America
Analyst
Source not stated
BA
Aerospace & Defense · Industrials
TXT
Aerospace & Defense · Industrials
RTX
Aerospace & Defense · Industrials
HXL
Aerospace & Defense · Industrials
Scientific & Technical Instruments · Technology
EMBJ
Aerospace & Defense · Industrials
ESLT
Aerospace & Defense · Industrials
AVEX
Aerospace & Defense · Industrials
SARO
Aerospace & Defense · Industrials
RKLB
Aerospace & Defense · Industrials
HEI
Aerospace & Defense · Industrials