Analyst
Truist Securities
Equibles does not estimate personal net worth.
Michael Ciarmoli is recorded as Analyst at Truist Securities. Michael Ciarmoli has spoken on 7 earnings calls across 7 companies, most recently for StandardAero, Inc. on February 25, 2026. Those appearances were for StandardAero, Inc. (SARO), Astronics Corp (ATRO), Albany International Corp (AIN), Woodward, Inc. (WWD), Kratos Defense & Security Solutions, Inc. (KTOS) and 2 other companies. The companies whose calls Michael Ciarmoli spoke on are classified in the Industrials and Consumer Cyclical sectors.
“Maybe, Dan, just to hone in a little bit more on the margins and kind of back to Sheila's question, just to make sure I've got to understand it. I guess those underlying X pass through in ES look to be 12.9, you know, maybe down 30 BIPs.”
“And just, Peter, Nancy, on the aerospace margins, you know, really great performance.”
“Maybe, Will, just on those last comments, you gave some sort of, I guess, directional color on 26. So it sounds like maybe this machine clothing, you've got the weakness that persists in Asia.”
“Just to stay on Gavin's question there, the CapEx for Spartanburg, can you support or will that have enough capacity to support programs beyond the A350? I mean, is there kind of, does this build out, contemplate next-gen single aisle?”
“Eric, I wanted to ask about a little bit more on Prometheus, but you mentioned a lot of different programs. One I don't think we've heard you talk about, so I wanted to get some color on what's happening with Boom Supersonic.”
Truist Securities
Analyst
Source not stated
SARO
Aerospace & Defense · Industrials
ATRO
Aerospace & Defense · Industrials
Textile Manufacturing · Consumer Cyclical
WWD
Aerospace & Defense · Industrials
HEI
Aerospace & Defense · Industrials
MRCY
Aerospace & Defense · Industrials
