Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Noah Papanek is recorded as Analyst at Goldman Sachs. Noah Papanek has spoken on 9 earnings calls across 5 companies, most recently for Boeing Co on October 27, 2026. Those appearances were for Boeing Co (BA), Textron Inc (TXT), Lockheed Martin Corp (LMT), Leonardo DRS, Inc. (DRS) and Hexcel Corp (HXL). The companies whose calls Noah Papanek spoke on are classified in the Industrials sector.
“It seems like a decent amount of the variance in the free cash trajectory you just provided versus maybe what some people are thinking is CapEx. So you gave us a 27 CapEx.”
“I guess as the missile ramp contracting matures, it would be great to hear from you an update and a little bit more about what you're taking on. I know these have been complex negotiations.”
“Morning. is drs taking market share or is there more kind of opportunity uh in in the forward here to take market share i guess in a world where you know your customers are potentially looking to grow uh faster than they had for a bit and then also i i guess specifically in a world where your customers are maybe…”
“Dave, just want to kind of make sure I understand the aviation margin progression you're pointing to. So, it sounds like you're saying 3Q is relatively flat sequentially, 4Q up, do you still get to the low end of 11 to 12 for the full year?”
“You made an interesting comment on longer-term free cash flow that you think you could have significant growth. uh beyond the 10 um i wondered if you would just talk about that a little more i mean i think you know we hear skeptics say you know can they get to the 10 and then the 10 is peak because you know there has…”
Goldman Sachs
Analyst
Transcript header (unverified)
BA
Aerospace & Defense · Industrials
TXT
Aerospace & Defense · Industrials
HXL
Aerospace & Defense · Industrials
