Analyst
TD Cowan
Equibles does not estimate personal net worth.
Gautam Khanna is recorded as Analyst at TD Cowan. Gautam Khanna has spoken on 8 earnings calls across 5 companies, most recently for Boeing Co on October 27, 2026. Those appearances were for Boeing Co (BA), Carpenter Technology Corp (CRS), General Dynamics Corp (GD), Woodward, Inc. (WWD) and Hexcel Corp (HXL). The companies whose calls Gautam Khanna spoke on are classified in the Industrials sector.
“I was wondering if you could elaborate on the shape of deferred production across the three programs. If you can give us some sense for how much those balances will grow in aggregate next year, and then when they will decline and by how much in 28 and 29 in your assumptions.”
“And we're very lucky to have you back in the seat, Tony. So thanks for doing it.”
“I was wondering, Phoebe, if you could opine on aerospace margin potential a couple years out. I know about a year or two ago you did opine. I mean, we feel good.”
“Just to follow up on that industrial question on profitability, what is kind of possible over time in the industrial business? You know, you guys have talked about 16% to 18%, trending better than that.”
“I wanted to ask you if you could quantify what you think your A350 shipment rate was in the first quarter, and maybe if you could give it for some of the other programs as well.”
TD Cowan
Analyst
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BA
Aerospace & Defense · Industrials
WWD
Aerospace & Defense · Industrials
HXL
Aerospace & Defense · Industrials
