Seth Seifman
Analyst, JPMorgan
Earnings-call appearances
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Howmet Aerospace Inc. Q2 FY2026 Earnings Call2026-08-06
Howmet Aerospace Inc. (HWM)
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Honeywell Aerospace Investor Day2026-06-03
Honeywell International Inc (HON)
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MDA Space Ltd. Q1 FY2026 Earnings Call2026-05-07
MDA Space Ltd. (MDA)
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Huntington Ingalls Industries, Inc. Q1 FY2026 Earnings Call2026-05-05
Huntington Ingalls Industries, Inc. (HII)
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Lockheed Martin Corp Q1 FY2026 Earnings Call2026-04-23
Lockheed Martin Corp (LMT)
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Northrop Grumman Corp /De/ Q1 FY2026 Earnings Call2026-04-21
Northrop Grumman Corp /De/ (NOC)
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Amentum Holdings, Inc. Q1 FY2026 Earnings Call2026-02-10
Amentum Holdings, Inc. (AMTM)
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Huntington Ingalls Industries, Inc. Q4 FY2025 Earnings Call2026-02-05
Huntington Ingalls Industries, Inc. (HII)
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Ati Inc Q4 FY2025 Earnings Call2026-02-03
Ati Inc (ATI)
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TransDigm Group INC Q1 FY2026 Earnings Call2026-02-03
TransDigm Group INC (TDG)
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General Dynamics Corp Q4 FY2025 Earnings Call2026-01-28
General Dynamics Corp (GD)
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Boeing Co Q4 FY2025 Earnings Call2026-01-27
Boeing Co (BA)
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Firefly Aerospace Inc. Q3 FY2025 Earnings Call2025-11-12
Firefly Aerospace Inc. (FLY)
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Leonardo DRS, Inc. Q3 FY2025 Earnings Call2025-10-29
Leonardo DRS, Inc. (DRS)
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Textron Inc Q2 FY2026 Earnings Call2025-10-23
Textron Inc (TXT)
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Northrop Grumman Corp /De/ Q3 FY2025 Earnings Call2025-10-21
Northrop Grumman Corp /De/ (NOC)
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StandardAero, Inc. Q3 FY2025 Earnings Call2025-09-30
StandardAero, Inc. (SARO)
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Firefly Aerospace Inc. Q2 FY2025 Earnings Call2025-09-22
Firefly Aerospace Inc. (FLY)
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Caci International Inc /De/ Q4 FY2025 Earnings Call2025-08-07
Caci International Inc /De/ (CACI)
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Voyager Technologies, Inc./DE Q2 FY2025 Earnings Call2025-08-05
Voyager Technologies, Inc./TX (VOYG)
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Ati Inc Q2 FY2025 Earnings Call2025-07-31
Ati Inc (ATI)
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Leonardo DRS, Inc. Q2 FY2025 Earnings Call2025-07-30
Leonardo DRS, Inc. (DRS)
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Boeing Co Q2 FY2025 Earnings Call2025-07-29
Boeing Co (BA)
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L3harris Technologies, Inc. /De/ Q1 FY2026 Earnings Call2025-07-24
L3harris Technologies, Inc. /De/ (LHX)
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Textron Inc Q1 FY2026 Earnings Call2025-07-24
Textron Inc (TXT)
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General Dynamics Corp Q2 FY2025 Earnings Call2025-07-23
General Dynamics Corp (GD)
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Northrop Grumman Corp /De/ Q2 FY2025 Earnings Call2025-07-22
Northrop Grumman Corp /De/ (NOC)
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StandardAero, Inc. Q1 FY2025 Earnings Call2025-05-12
StandardAero, Inc. (SARO)
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Ati Inc Q1 FY2025 Earnings Call2025-05-01
Ati Inc (ATI)
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Huntington Ingalls Industries, Inc. Q1 FY2025 Earnings Call2025-05-01
Huntington Ingalls Industries, Inc. (HII)
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L3harris Technologies, Inc. /De/ Q4 FY2025 Earnings Call2025-04-24
L3harris Technologies, Inc. /De/ (LHX)
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Textron Inc Q4 FY2025 Earnings Call2025-04-24
Textron Inc (TXT)
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General Dynamics Corp Q1 FY2025 Earnings Call2025-04-23
General Dynamics Corp (GD)
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Caci International Inc /De/ Q3 FY2025 Earnings Call2025-04-23
Caci International Inc /De/ (CACI)
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Northrop Grumman Corp /De/ Q1 FY2025 Earnings Call2025-04-22
Northrop Grumman Corp /De/ (NOC)
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StandardAero, Inc. Q4 FY2024 Earnings Call2025-03-10
StandardAero, Inc. (SARO)
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Huntington Ingalls Industries, Inc. Q4 FY2024 Earnings Call2025-02-06
Huntington Ingalls Industries, Inc. (HII)
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Mercury Systems Inc Q2 FY2025 Earnings Call2025-02-04
Mercury Systems Inc (MRCY)
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Ati Inc Q4 FY2024 Earnings Call2025-02-04
Ati Inc (ATI)
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Northrop Grumman Corp /De/ Q4 FY2024 Earnings Call2025-01-30
Northrop Grumman Corp /De/ (NOC)
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Boeing Co Q4 FY2024 Earnings Call2025-01-28
Boeing Co (BA)
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Textron Inc Q3 FY2025 Earnings Call2025-01-22
Textron Inc (TXT)
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Kratos Defense & Security Solutions, Inc. Q3 FY2024 Earnings Call2024-11-07
Kratos Defense & Security Solutions, Inc. (KTOS)
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Mercury Systems Inc Q1 FY2025 Earnings Call2024-11-05
Mercury Systems Inc (MRCY)
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Huntington Ingalls Industries, Inc. Q3 FY2024 Earnings Call2024-10-31
Huntington Ingalls Industries, Inc. (HII)
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Leonardo DRS, Inc. Q3 FY2024 Earnings Call2024-10-30
Leonardo DRS, Inc. (DRS)
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Ati Inc Q3 FY2024 Earnings Call2024-10-29
Ati Inc (ATI)
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Northrop Grumman Corp /De/ Q3 FY2024 Earnings Call2024-10-24
Northrop Grumman Corp /De/ (NOC)
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Ati Inc Q2 FY2024 Earnings Call2024-08-06
Ati Inc (ATI)
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Huntington Ingalls Industries, Inc. Q2 FY2024 Earnings Call2024-08-01
Huntington Ingalls Industries, Inc. (HII)
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Northrop Grumman Corp /De/ Q2 FY2024 Earnings Call2024-07-25
Northrop Grumman Corp /De/ (NOC)
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Booz Allen Hamilton Holding Corp Q4 FY2024 Earnings Call2024-05-24
Booz Allen Hamilton Holding Corp (BAH)
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Huntington Ingalls Industries, Inc. Q1 FY2024 Earnings Call2024-05-02
Huntington Ingalls Industries, Inc. (HII)
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Leonardo DRS, Inc. Q1 FY2024 Earnings Call2024-05-01
Leonardo DRS, Inc. (DRS)
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Leidos Holdings, Inc. Q4 FY2024 Earnings Call2024-04-30
Leidos Holdings, Inc. (LDOS)
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Ati Inc Q1 FY2024 Earnings Call2024-04-30
Ati Inc (ATI)
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Northrop Grumman Corp /De/ Q1 FY2024 Earnings Call2024-04-25
Northrop Grumman Corp /De/ (NOC)
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Textron Inc Q4 FY2024 Earnings Call2024-04-25
Textron Inc (TXT)
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Science Applications International Corp Q4 FY2024 Earnings Call2024-03-18
Science Applications International Corp (SAIC)
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Leonardo DRS, Inc. Q4 FY2023 Earnings Call2024-03-14
Leonardo DRS, Inc. (DRS)
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Kratos Defense & Security Solutions, Inc. Q4 FY2023 Earnings Call2024-02-13
Kratos Defense & Security Solutions, Inc. (KTOS)
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Mercury Systems Inc Q2 FY2024 Earnings Call2024-02-06
Mercury Systems Inc (MRCY)
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Huntington Ingalls Industries, Inc. Q4 FY2023 Earnings Call2024-02-01
Huntington Ingalls Industries, Inc. (HII)
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Northrop Grumman Corp /De/ Q4 FY2023 Earnings Call2024-01-25
Northrop Grumman Corp /De/ (NOC)
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Textron Inc Q3 FY2024 Earnings Call2024-01-24
Textron Inc (TXT)
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Caci International Inc /De/ Q2 FY2024 Earnings Call2024-01-24
Caci International Inc /De/ (CACI)
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Ati Inc Q3 FY2023 Earnings Call2023-11-29
Ati Inc (ATI)
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Huntington Ingalls Industries, Inc. Q3 FY2023 Earnings Call2023-11-02
Huntington Ingalls Industries, Inc. (HII)
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Kratos Defense & Security Solutions, Inc. Q3 FY2023 Earnings Call2023-11-02
Kratos Defense & Security Solutions, Inc. (KTOS)
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L3harris Technologies, Inc. /De/ Q2 FY2024 Earnings Call2023-10-26
L3harris Technologies, Inc. /De/ (LHX)
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Northrop Grumman Corp /De/ Q3 FY2023 Earnings Call2023-10-26
Northrop Grumman Corp /De/ (NOC)
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Textron Inc Q2 FY2024 Earnings Call2023-10-26
Textron Inc (TXT)
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Science Applications International Corp Q2 FY2024 Earnings Call2023-09-07
Science Applications International Corp (SAIC)
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Caci International Inc /De/ Q4 FY2023 Earnings Call2023-08-09
Caci International Inc /De/ (CACI)
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TransDigm Group INC Q3 FY2023 Earnings Call2023-08-08
TransDigm Group INC (TDG)
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Kratos Defense & Security Solutions, Inc. Q2 FY2023 Earnings Call2023-08-03
Kratos Defense & Security Solutions, Inc. (KTOS)
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Huntington Ingalls Industries, Inc. Q2 FY2023 Earnings Call2023-08-03
Huntington Ingalls Industries, Inc. (HII)
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Ati Inc Q2 FY2023 Earnings Call2023-08-02
Ati Inc (ATI)
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Northrop Grumman Corp /De/ Q2 FY2023 Earnings Call2023-07-27
Northrop Grumman Corp /De/ (NOC)
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Booz Allen Hamilton Holding Corp Q4 FY2023 Earnings Call2023-05-26
Booz Allen Hamilton Holding Corp (BAH)
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Ati Inc Q1 FY2023 Earnings Call2023-05-04
Ati Inc (ATI)
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Huntington Ingalls Industries, Inc. Q1 FY2023 Earnings Call2023-05-04
Huntington Ingalls Industries, Inc. (HII)
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Kratos Defense & Security Solutions, Inc. Q1 FY2023 Earnings Call2023-05-03
Kratos Defense & Security Solutions, Inc. (KTOS)
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L3harris Technologies, Inc. /De/ Q4 FY2023 Earnings Call2023-04-27
L3harris Technologies, Inc. /De/ (LHX)
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Northrop Grumman Corp /De/ Q1 FY2023 Earnings Call2023-04-27
Northrop Grumman Corp /De/ (NOC)
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Kratos Defense & Security Solutions, Inc. Q4 FY2022 Earnings Call2023-02-23
Kratos Defense & Security Solutions, Inc. (KTOS)
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Ati Inc Q4 FY2022 Earnings Call2023-02-02
Ati Inc (ATI)
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L3harris Technologies, Inc. /De/ Q3 FY2023 Earnings Call2023-01-26
L3harris Technologies, Inc. /De/ (LHX)
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Northrop Grumman Corp /De/ Q4 FY2022 Earnings Call2023-01-26
Northrop Grumman Corp /De/ (NOC)
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Caci International Inc /De/ Q2 FY2023 Earnings Call2023-01-25
Caci International Inc /De/ (CACI)
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Science Applications International Corp Q3 FY2023 Earnings Call2022-12-05
Science Applications International Corp (SAIC)
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Huntington Ingalls Industries, Inc. Q3 FY2022 Earnings Call2022-11-03
Huntington Ingalls Industries, Inc. (HII)
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Ati Inc Q3 FY2022 Earnings Call2022-11-02
Ati Inc (ATI)
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L3harris Technologies, Inc. /De/ Q2 FY2023 Earnings Call2022-10-27
L3harris Technologies, Inc. /De/ (LHX)
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Northrop Grumman Corp /De/ Q3 FY2022 Earnings Call2022-10-27
Northrop Grumman Corp /De/ (NOC)
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Science Applications International Corp Q2 FY2023 Earnings Call2022-09-01
Science Applications International Corp (SAIC)
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Caci International Inc /De/ Q4 FY2022 Earnings Call2022-08-10
Caci International Inc /De/ (CACI)
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Ati Inc Q2 FY2022 Earnings Call2022-08-04
Ati Inc (ATI)
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Huntington Ingalls Industries, Inc. Q2 FY2022 Earnings Call2022-08-04
Huntington Ingalls Industries, Inc. (HII)
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Leidos Holdings, Inc. Q2 FY2023 Earnings Call2022-08-02
Leidos Holdings, Inc. (LDOS)
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Northrop Grumman Corp /De/ Q2 FY2022 Earnings Call2022-07-28
Northrop Grumman Corp /De/ (NOC)
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Booz Allen Hamilton Holding Corp Q4 FY2022 Earnings Call2022-05-20
Booz Allen Hamilton Holding Corp (BAH)
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Huntington Ingalls Industries, Inc. Q1 FY2022 Earnings Call2022-05-05
Huntington Ingalls Industries, Inc. (HII)
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Ati Inc Q1 FY2022 Earnings Call2022-05-04
Ati Inc (ATI)
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Leidos Holdings, Inc. Q1 FY2023 Earnings Call2022-05-03
Leidos Holdings, Inc. (LDOS)
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Northrop Grumman Corp /De/ Q1 FY2022 Earnings Call2022-04-28
Northrop Grumman Corp /De/ (NOC)
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Textron Inc Q4 FY2022 Earnings Call2022-04-28
Textron Inc (TXT)
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Leidos Holdings, Inc. Q4 FY2022 Earnings Call2022-02-15
Leidos Holdings, Inc. (LDOS)
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Huntington Ingalls Industries, Inc. Q4 FY2021 Earnings Call2022-02-10
Huntington Ingalls Industries, Inc. (HII)
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Ati Inc Q4 FY2021 Earnings Call2022-02-02
Ati Inc (ATI)
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Mercury Systems Inc Q2 FY2022 Earnings Call2022-02-01
Mercury Systems Inc (MRCY)
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Booz Allen Hamilton Holding Corp Q3 FY2022 Earnings Call2022-01-28
Booz Allen Hamilton Holding Corp (BAH)
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Textron Inc Q3 FY2022 Earnings Call2022-01-27
Textron Inc (TXT)
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Northrop Grumman Corp /De/ Q4 FY2021 Earnings Call2022-01-27
Northrop Grumman Corp /De/ (NOC)
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TransDigm Group INC Q4 FY2021 Earnings Call2021-11-16
TransDigm Group INC (TDG)
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Huntington Ingalls Industries, Inc. Q3 FY2021 Earnings Call2021-11-04
Huntington Ingalls Industries, Inc. (HII)
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Kratos Defense & Security Solutions, Inc. Q3 FY2021 Earnings Call2021-11-03
Kratos Defense & Security Solutions, Inc. (KTOS)
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Mercury Systems Inc Q1 FY2022 Earnings Call2021-11-02
Mercury Systems Inc (MRCY)
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Booz Allen Hamilton Holding Corp Q2 FY2022 Earnings Call2021-10-29
Booz Allen Hamilton Holding Corp (BAH)
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Northrop Grumman Corp /De/ Q3 FY2021 Earnings Call2021-10-28
Northrop Grumman Corp /De/ (NOC)
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Ati Inc Q3 FY2021 Earnings Call2021-10-28
Ati Inc (ATI)
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Caci International Inc /De/ Q1 FY2022 Earnings Call2021-10-27
Caci International Inc /De/ (CACI)
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Huntington Ingalls Industries, Inc. Q2 FY2021 Earnings Call2021-08-05
Huntington Ingalls Industries, Inc. (HII)
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Ati Inc Q2 FY2021 Earnings Call2021-08-03
Ati Inc (ATI)
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Mercury Systems Inc Q4 FY2021 Earnings Call2021-08-03
Mercury Systems Inc (MRCY)
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Leidos Holdings, Inc. Q2 FY2022 Earnings Call2021-08-03
Leidos Holdings, Inc. (LDOS)
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Booz Allen Hamilton Holding Corp Q1 FY2022 Earnings Call2021-07-30
Booz Allen Hamilton Holding Corp (BAH)
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Northrop Grumman Corp /De/ Q2 FY2021 Earnings Call2021-07-29
Northrop Grumman Corp /De/ (NOC)
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Science Applications International Corp Q1 FY2022 Earnings Call2021-06-03
Science Applications International Corp (SAIC)
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Booz Allen Hamilton Holding Corp Q4 FY2021 Earnings Call2021-05-21
Booz Allen Hamilton Holding Corp (BAH)
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TransDigm Group INC Q2 FY2021 Earnings Call2021-05-11
TransDigm Group INC (TDG)
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Kratos Defense & Security Solutions, Inc. Q1 FY2021 Earnings Call2021-05-05
Kratos Defense & Security Solutions, Inc. (KTOS)
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Leidos Holdings, Inc. Q1 FY2022 Earnings Call2021-05-04
Leidos Holdings, Inc. (LDOS)
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Northrop Grumman Corp /De/ Q1 FY2021 Earnings Call2021-04-29
Northrop Grumman Corp /De/ (NOC)
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Textron Inc Q4 FY2021 Earnings Call2021-04-29
Textron Inc (TXT)
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Caci International Inc /De/ Q3 FY2021 Earnings Call2021-04-21
Caci International Inc /De/ (CACI)
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Kratos Defense & Security Solutions, Inc. Q4 FY2020 Earnings Call2021-02-25
Kratos Defense & Security Solutions, Inc. (KTOS)
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Leidos Holdings, Inc. Q4 FY2021 Earnings Call2021-02-23
Leidos Holdings, Inc. (LDOS)
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Huntington Ingalls Industries, Inc. Q4 FY2020 Earnings Call2021-02-11
Huntington Ingalls Industries, Inc. (HII)
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Northrop Grumman Corp /De/ Q4 FY2020 Earnings Call2021-01-28
Northrop Grumman Corp /De/ (NOC)
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Boeing Co Q4 FY2020 Earnings Call2021-01-27
Boeing Co (BA)
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Huntington Ingalls Industries, Inc. Q3 FY2020 Earnings Call2020-11-05
Huntington Ingalls Industries, Inc. (HII)
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Leidos Holdings, Inc. Q3 FY2021 Earnings Call2020-11-02
Leidos Holdings, Inc. (LDOS)
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Kratos Defense & Security Solutions, Inc. Q3 FY2020 Earnings Call2020-10-29
Kratos Defense & Security Solutions, Inc. (KTOS)
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Northrop Grumman Corp /De/ Q3 FY2020 Earnings Call2020-10-22
Northrop Grumman Corp /De/ (NOC)
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Caci International Inc /De/ Q4 FY2020 Earnings Call2020-08-12
Caci International Inc /De/ (CACI)
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Huntington Ingalls Industries, Inc. Q2 FY2020 Earnings Call2020-08-06
Huntington Ingalls Industries, Inc. (HII)
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Textron Inc Q1 FY2021 Earnings Call2020-07-30
Textron Inc (TXT)
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Northrop Grumman Corp /De/ Q2 FY2020 Earnings Call2020-07-30
Northrop Grumman Corp /De/ (NOC)
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Booz Allen Hamilton Holding Corp Q4 FY2020 Earnings Call2020-05-26
Booz Allen Hamilton Holding Corp (BAH)
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Kratos Defense & Security Solutions, Inc. Q1 FY2020 Earnings Call2020-05-07
Kratos Defense & Security Solutions, Inc. (KTOS)
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Leidos Holdings, Inc. Q1 FY2021 Earnings Call2020-05-05
Leidos Holdings, Inc. (LDOS)
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TransDigm Group INC Q2 FY2020 Earnings Call2020-05-05
TransDigm Group INC (TDG)
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Northrop Grumman Corp /De/ Q1 FY2020 Earnings Call2020-04-29
Northrop Grumman Corp /De/ (NOC)
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Booz Allen Hamilton Holding Corp Q3 FY2020 Earnings Call2020-01-31
Booz Allen Hamilton Holding Corp (BAH)
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Textron Inc Q3 FY2020 Earnings Call2020-01-29
Textron Inc (TXT)
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Mercury Systems Inc Q2 FY2020 Earnings Call2020-01-28
Mercury Systems Inc (MRCY)
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L3harris Technologies, Inc. /De/ Q3 FY2020 Earnings Call2019-10-31
L3harris Technologies, Inc. /De/ (LHX)
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Leidos Holdings, Inc. Q1 FY2020 Earnings Call2019-04-30
Leidos Holdings, Inc. (LDOS)