Analyst
BTIG
Equibles does not estimate personal net worth.
Ned Morgan is recorded as Analyst at BTIG. Ned Morgan has spoken on 5 earnings calls across 4 companies, most recently for V2X, Inc. on August 3, 2026. Those appearances were for Rocket Lab Corp (RKLB), V2X, Inc. (VVX), Leonardo DRS, Inc. (DRS) and Amentum Holdings, Inc. (AMTM). The companies whose calls Ned Morgan spoke on are classified in the Industrials sector.
“Hey, Jeremy, 98% already in backlog, so CR to you, I guess, is more noise. but maybe you could just describe what you kind of baked in or assumed for kind of the budget process.”
“Could you provide some specific examples of programs where combining your guys' hardware with Raft software capabilities creates new opportunities and when we could expect those opportunities to begin contributing?”
“I saw Japan is investing $40 billion in SMR development in the U.S. I was just wondering, are you guys positioned to benefit from this funding at all?”
“Could you guys just size up how much of space systems revenue is being consumed internally versus third parties this year? And then moreover, how that could trend over time?”
“I was just wondering, I've seen a lot of partnerships lately in support of Golden Dome, and I was just wondering if you guys are looking at doing something similar as opposed to doing any M&A.”
BTIG
Analyst
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RKLB
Aerospace & Defense · Industrials
VVX
Aerospace & Defense · Industrials
Specialty Business Services · Industrials
