Analyst
Jefferies
Equibles does not estimate personal net worth.
Sheila Kiyoglu is recorded as Analyst at Jefferies. Sheila Kiyoglu has spoken on 9 earnings calls across 6 companies, most recently for General Dynamics Corp on October 30, 2026. Those appearances were for Boeing Co (BA), Delta Air Lines, Inc. (DAL), General Dynamics Corp (GD), Firefly Aerospace Inc. (FLY), Aar Corp (AIR) and 1 other company. The companies whose calls Sheila Kiyoglu spoke on are classified in the Industrials sector.
“And Phoebe, congratulations on a pretty spectacular career and giving us something to aspire to and always making these earnings calls a bit spicy. So I appreciate that.”
“Thank you so much for all that long-term color, Kelly, but maybe if we could just step back and talk about the macro, lots of interest around how higher for longer oil prices might affect the aerospace industry, and obviously you have a key, unique perspective on that.”
“On this morning, you guys announced SciTech won a key position among 12 total companies on Space Force's space-based interceptor program. Can you maybe elaborate on that one a little bit more, your positioning there, and how SciTech accelerates the growth profile of Firefly?”
“I wanted to ask your thoughts on the conflict in the Middle East and potential impacts to deliveries, your commercial services and weapons businesses and free cash flow, and just how we think about scenario planning if the conflict drags another three months, six months, or nine months.”
“Maybe similar to, and Jamie asked on the coastal hubs, but post-COVID you took share. How do you think about higher fuel and how it changes the competitive landscape, but specifically focusing on international?”
Jefferies
Analyst
Transcript header (unverified)
BA
Aerospace & Defense · Industrials
AIR
Aerospace & Defense · Industrials
TXT
Aerospace & Defense · Industrials
