VVX
Aerospace & Defense · Industrials
Analyst
RBC
Equibles does not estimate personal net worth.
Ken Herbert is recorded as Analyst at RBC. Ken Herbert has spoken on 16 earnings calls and 1 other investor event across 12 companies, most recently for Leidos Holdings, Inc. on August 4, 2026. Those appearances were for V2X, Inc. (VVX), Arxis, Inc. (ARXS), General Dynamics Corp (GD), AeroVironment Inc (AVAV), Northrop Grumman Corp (NOC) and 7 other companies. The companies whose calls Ken Herbert spoke on are classified in the Industrials and Technology sectors.
“I just wanted to take a minute and see if you can talk about the guide for this year. It looks like organically you're guiding in the second half to call it four, maybe four and a half percent growth.”
“Maybe, Sean, you know, the guidance implies about 3% growth in the second half, and I know you're facing some more challenging comps than you were in the first half, and I appreciate all the detail you just went through on the programmatic basis here.”
“You've seen some nice improvement certainly in the second quarter in free cash flow. And I know, Azad, I think in your remarks you called out some of the working capital items gaining momentum.”
“In any development of long-term contracts with your airline customers?”
“I wanted to see if I could just follow up on the question earlier. If we look within commercial OE versus aftermarket, Can you talk about the growth and the assumptions on pricing between those two markets if they're the same or where you're seeing differences?”
RBC
Analyst
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VVX
Aerospace & Defense · Industrials
ARXS
Aerospace & Defense · Industrials
AVAV
Aerospace & Defense · Industrials
Information Technology Services · Technology
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Aerospace & Defense · Industrials
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Aerospace & Defense · Industrials
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Aerospace & Defense · Industrials
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AIRBUS SE