Noah Poppenak
Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
About Noah Poppenak
Noah Poppenak is recorded as Analyst at Goldman Sachs. Noah Poppenak has spoken on 4 earnings calls across 4 companies, most recently for Huntington Ingalls Industries, Inc. on October 29, 2026. Those appearances were for Huntington Ingalls Industries, Inc. (HII), Kratos Defense & Security Solutions, Inc. (KTOS), Mercury Systems Inc (MRCY) and Boeing Co (BA). The companies whose calls Noah Poppenak spoke on are classified in the Industrials sector.
Noah Poppenak on recent calls
“Well, I think you mentioned a favor in the quarter at Newport News when you're giving the EACs. I think you mentioned a favorable Columbia that didn't specify Virginia, I guess.”
“Eric can you guys guys even if very roughly at this point annual revenue that is from the hypersonics business and that is from power and propulsion and obviously there's there's some degree of overlap between the two if you could express that as well yeah so for the total public information that we've provided for…”
“On the percentage of your revenue that is international, and I don't know if you could estimate or if you have the number on what's direct versus, you know, eventually ends up outside of the U.S., but it's through a U.S. customer. and then same question on uh missile and munition um just as we all kind of recalibrate…”
“And let me add my thanks, Brian, for the work with us over the recent years. Clarification on the free cash discussion for this year. If 3Q looks like 2Q and then I put the $700 million on top of that, 4Q would have to be kind of barely positive to be minus three for the year.”
Affiliation history
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Goldman Sachs
Analyst
Transcript header (unverified)
Current
Company network
Mercury Systems Inc
MRCY
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2026-02-03
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Boeing Co
BA
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2025-07-29
View calls and events