Analyst
Stifel
Equibles does not estimate personal net worth.
Jonathan Sigmund is recorded as Analyst at Stifel. Jonathan Sigmund has spoken on 9 earnings calls across 7 companies, most recently for Booz Allen Hamilton Holding Corp on October 23, 2026. Those appearances were for AeroVironment Inc (AVAV), Booz Allen Hamilton Holding Corp (BAH), Applied Aerospace & Defense, Inc. (AADX), Parsons Corp (PSN), Nlight, Inc. (LASR) and 2 other companies. The companies whose calls Jonathan Sigmund spoke on are classified in the Industrials and Technology sectors.
“You've manage the company through many election cycles, not with one 10 days from now, just not asking you to call the election or estimate the budget, but just maybe comment on what changes may happen or not happen after past midterm elections.”
“On these new multi-year munition deals, they're new for the industry. Can you talk about what it means as a supplier? And specifically, is there any trade-off going on with pricing and margins for this longer-term visibility on these programs?”
“Just to follow up on some of the earlier questions. Does the portfolio still have additional non-managing partner programs that we should be aware of? I understand you're not taking any new ones, but are there still additional carryover ones that we should keep in mind could be unattractive business in the long run?”
“Maybe just on margins, can you help us bridge fiscal 27 versus 26? I know there's a fair amount of puts and takes, and I appreciate you calling out the changes in SG&A and higher RAD, but any other caller you can give on that would be helpful.”
“And maybe I'll slip one on Hades, too, which has to be one of the best franchise names in defense right now.”
Stifel
Analyst
Transcript header (unverified)
AVAV
Aerospace & Defense · Industrials
PSN
Information Technology Services · Technology
LASR
Semiconductors · Technology
Information Technology Services · Technology
