Analyst
Alembic Global
Equibles does not estimate personal net worth.
Pete Skibitski is recorded as Analyst at Alembic Global. Pete Skibitski has spoken on 5 earnings calls across 4 companies, most recently for AeroVironment Inc on June 29, 2026. Those appearances were for AeroVironment Inc (AVAV), Kratos Defense & Security Solutions, Inc. (KTOS), Ati Inc (ATI) and Huntington Ingalls Industries, Inc. (HII). The companies whose calls Pete Skibitski spoke on are classified in the Industrials sector.
“I guess first for Sean, can you quantify for us the impact? You said you took a one-time charge on a Blue Halo contract in the fourth quarter. It was a negative EAC adjustment.”
“First one, just to clarify on the 26 growth and unmanned, I want to make sure I understand. I thought you guys said your share of Mux Tech Air would be about 120 million and it would be over a couple of years.”
“Waheed, I was just wondering if you could level set us. I'm still a little confused with where we're at with the Army long-range reconnaissance. I know that you guys, as well as Edge, both got contracts in August, and then you announced another award yesterday.”
“I guess Chris or Tom, I'm not sure. but um kind of a complicated situation but you guys have you know nearly 50 billion in total backlog right now and you're talking about an incremental 50 billion new awards in the relative new you know near term how can we not think that there's upward pressure on that four percent…”
Alembic Global
Analyst
Transcript header (unverified)
AVAV
Aerospace & Defense · Industrials
ATI
Metal Fabrication · Industrials
