Analyst
Truist Securities
Equibles does not estimate personal net worth.
Michael Charmoli is recorded as Analyst at Truist Securities. Michael Charmoli has spoken on 5 earnings calls across 5 companies, most recently for Aar Corp on January 6, 2026. Those appearances were for Aar Corp (AIR), BWX Technologies, Inc. (BWXT), Northrop Grumman Corp (NOC), Albany International Corp (AIN) and Hexcel Corp (HXL). The companies whose calls Michael Charmoli spoke on are classified in the Industrials and Consumer Cyclical sectors.
“I was not sure what was going on, but real nice results. Great, thank you, Mike. Hey, John, just how should we think, you know, you've given sort of the annual guidance in terms of revenues.”
“Maybe, Rex, not to derail things, but maybe talk more about the, I guess, the boring portion of your business. No one's asked about Navy subs, shipbuilding, and just kind of general thoughts.”
“I guess, Kathy, on Beacon, it looks like the testing is ramping up there. You've got six partners now.”
“Just to stay on that topic of the guidance, I mean, you know, a couple challenges here. I mean, what were the drivers or the decision-making in not lowering the guidance?”
“And then just for clarification, the tariff headwind, I mean, it sounds like you're trying to offset, you've got some regional sourcing, but it kind of indicated you're starting to feel it.”
Truist Securities
Analyst
Transcript header (unverified)
AIR
Aerospace & Defense · Industrials
Textile Manufacturing · Consumer Cyclical
HXL
Aerospace & Defense · Industrials
