Analyst
Stiefel
Equibles does not estimate personal net worth.
Jonathan Siegman is recorded as Analyst at Stiefel. Jonathan Siegman has spoken on 6 earnings calls across 5 companies, most recently for Vse Corp on August 6, 2026. Those appearances were for Vse Corp (VSEC), Nlight, Inc. (LASR), Ondas Inc. (ONDS), Kopin Corp (KOPN) and Unusual Machines, Inc. (UMAC). The companies whose calls Jonathan Siegman spoke on are classified in the Industrials and Technology sectors.
“Just a lot of questions have been answered already, so forgive maybe a more general one. But we have conversations with investors that have a perception that business jet services may be a relatively less attractive part of the aerospace market.”
“Could you maybe talk a little bit about how the JOWS award rolls into 26 and 27? I realize you may not give exact numbers on that, but maybe you can square that with the headwind that you might see from Halsey, too.”
“Since your last since the last update in early February we've had some developments in the Middle East. It's an important region for you. Could you maybe talk a little bit about some of the push-pull of, you know, creating new urgent demands and replenishment and potentially customers over there being distracted?”
“Can you maybe highlight what your backlog is as of December 31st first in the remaining performance obligations. You ended the third quarter with that pretty high.”
“Just with your capacity being so valuable in this environment, can you just talk a little bit about how you allocate your resources to customers? How do you choose winners in this dynamic marketplace?”
Stiefel
Analyst
Transcript header (unverified)
VSEC
Aerospace & Defense · Industrials
LASR
Semiconductors · Technology
ONDS
Communication Equipment · Technology
KOPN
Aerospace & Defense · Industrials
