Sheila Kahyaoglu
Analyst
Jefferies
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About Sheila Kahyaoglu
Sheila Kahyaoglu is recorded as Analyst at Jefferies. Sheila Kahyaoglu has spoken on 29 earnings calls across 18 companies, most recently for Hexcel Corp on October 22, 2026. Those appearances were for Booz Allen Hamilton Holding Corp (BAH), Kratos Defense & Security Solutions, Inc. (KTOS), General Dynamics Corp (GD), Loar Holdings Inc. (LOAR), L3harris Technologies, Inc. (LHX) and 13 other companies. The companies whose calls Sheila Kahyaoglu spoke on are classified in the Industrials and Technology sectors.
Sheila Kahyaoglu on recent calls
“You've hired about 525 people year to date. You're going to do more.”
“You put out a press release noting the Lockheed Martin extension for two years to 2031 plus the hypersonic task order. You know, I guess, how do we think about that?”
“Maybe if we could talk about your revenue guidance. You raised it on the commercial OE side for commercial OEM, business, and general aviation as well. I guess, how do you think about the growth rate for that sector in terms of rank order by subsector?”
“John, you noted IGT customers continue to revise upward their demand outlook, and I don't blame them. Who wouldn't want more? You're talking about higher capex for the foreseeable future.”
“Maybe I'll just start off on the 2026 guidance range. It looks like it's all astrobotic contribution, but the core business is doing really well, you know, record bookings up 2X essentially from where you've been.”
Affiliation history
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Jefferies
Analyst
Source not stated
Current
Company network
LOAR
Aerospace & Defense · Industrials
PSN
Information Technology Services · Technology
Information Technology Services · Technology
HXL
Aerospace & Defense · Industrials
DPC
Aerospace & Defense · Industrials
FTAI
Aerospace & Defense · Industrials
VSEC
Aerospace & Defense · Industrials
BA
Aerospace & Defense · Industrials
HEI
Aerospace & Defense · Industrials
MRCY
Aerospace & Defense · Industrials