Jonathan Siegmann
Analyst
Stifel
Equibles does not estimate personal net worth.
About Jonathan Siegmann
Jonathan Siegmann is recorded as Analyst at Stifel. Jonathan Siegmann has spoken on 15 earnings calls and 1 other investor event across 9 companies, most recently for Science Applications International Corp on August 31, 2026. Those appearances were for Kratos Defense & Security Solutions, Inc. (KTOS), Science Applications International Corp (SAIC), Booz Allen Hamilton Holding Corp (BAH), Intuitive Machines, Inc. (LUNR), Vse Corp (VSEC) and 4 other companies. The companies whose calls Jonathan Siegmann spoke on are classified in the Industrials and Technology sectors.
Jonathan Siegmann on recent calls
“Maybe just on the on-contract growth portion of it, well ahead of plans, can you talk about what the company is assuming for the second half, and then maybe a sense of disaggregating where the upside came from?”
“Hoping you could maybe talk a little bit about you. You guys have been through a couple cycles with sometimes when Washington throws a wrench at things.”
“I appreciate the opening comments on the balance of accelerated funding with some of the uncertainty still in the second half, but the funded awards and backlog were real positive.”
“Hey, maybe just to talk a little bit about appropriations starting to flow and on-contract growth improving. Can you talk a little bit about where you're seeing specifically the areas where that improvement's occurring, and are there areas where it's not that we should note?”
“We were excited about the new acquisition. That's a long history there. Can you talk a little bit about how that deal came together and any more details you can share on how we can model that moving forward in the second half?”
Affiliation history
-
Stifel
Analyst
Source not stated
Current
Company network
Information Technology Services · Technology
VSEC
Aerospace & Defense · Industrials
Information Technology Services · Technology
PSN
Information Technology Services · Technology
LASR
Semiconductors · Technology
AVAV
Aerospace & Defense · Industrials