Sheila Kayaoaglu
Analyst
Jefferies
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About Sheila Kayaoaglu
Sheila Kayaoaglu is recorded as Analyst at Jefferies. Sheila Kayaoaglu has spoken on 12 earnings calls across 9 companies, most recently for Southwest Airlines Co on October 22, 2026. Those appearances were for Delta Air Lines, Inc. (DAL), Southwest Airlines Co (LUV), Aar Corp (AIR), AeroVironment Inc (AVAV), Booz Allen Hamilton Holding Corp (BAH) and 4 other companies. The companies whose calls Sheila Kayaoaglu spoke on are classified in the Industrials sector.
Sheila Kayaoaglu on recent calls
“I wanted to ask about just what's going on with your initiative. You know, it's resulted in average fares of 27% in Q3 with load factors flat, implying pretty strong demand for your product, flat load factors as a contrast to some other people who reported this morning.”
“And thanks so much, John, Dylan, Chris, and congrats on a great quarter and very exciting deal. Maybe just to go from the revenue synergy potential, and expansion to margins.”
“Maybe just a lot of questioning on this, but just putting a finer point on how we think about the Q2, the guidance in terms of the deceleration at the midpoint for Q3 while legacy peers are guiding to RASM acceleration.”
“Maybe one positive question and one, you know, just cleaning up item question. So I guess, Wahid, as you talked about counter-UAS, it's one of your four growth pillars.”
“I'm Horacio, Christine, and welcome to Ray. Maybe my first question is around headcount. It was down 12% in the quarter, but great productivity with revenue per employee up 6%.”
Affiliation history
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Jefferies
Analyst
Transcript header (unverified)
Current
Company network
Aar Corp
AIR
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2026-09-29
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AeroVironment Inc
AVAV
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2026-06-29
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Woodward, Inc.
WWD
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2025-02-03
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Boeing Co
BA
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2025-01-28
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