Analyst
Jefferies
Equibles does not estimate personal net worth.
Sheila Kiyalu is recorded as Analyst at Jefferies. Sheila Kiyalu has spoken on 3 earnings calls across 3 companies, most recently for Hexcel Corp on July 30, 2026. Those appearances were for Hexcel Corp (HXL), General Electric Co (GE) and Northrop Grumman Corp (NOC). The companies whose calls Sheila Kiyalu spoke on are classified in the Industrials sector.
“Maybe if I could just ask about following up on the margin question. Appreciate the seasonality driving the second half margin ramp down by 100 bps. Tom or Jamie, can you maybe talk about where you are in your hiring process of the 400 heads and the incremental carbon fiber line?”
“Maybe just to follow up on David's comments, Larry and Raul, you know, services up 39% in Q1, great quarter, both on shop visits and spare parts, and Q2 expected to be up high teens, implying only mid to high single digits in the second half.”
“Kathy, maybe if we could talk about the Arrow Outlook for 25. It seems down slightly, but B21 award timing seems unchanged. So what was the shift there, and what was delayed, you know, in terms of certain awards, and how do we think about that recapture in 26?”
Jefferies
Analyst
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HXL
Aerospace & Defense · Industrials
