John Godin
Analyst
Citigroup
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About John Godin
John Godin is recorded as Analyst at Citigroup. John Godin has spoken on 11 earnings calls across 9 companies, most recently for Huntington Ingalls Industries, Inc. on October 29, 2026. Those appearances were for Frontier Group Holdings, Inc. (ULCC), Jetblue Airways Corp (JBLU), Huntington Ingalls Industries, Inc. (HII), Southwest Airlines Co (LUV), Delta Air Lines, Inc. (DAL) and 4 other companies. The companies whose calls John Godin spoke on are classified in the Industrials and Technology sectors.
John Godin on recent calls
“Obviously, great revenue performance, revenue growth year to date, and in addition to that, the unprecedented awards quarter, it's a little bit – it's becoming hard to justify, at least from my perspective, the medium-term revenue growth.”
“It's not lost on people that the capacity trend is more conservative. The language around that is more conservative, and I think that resonates. I wanted to just maybe dialogue about that a little bit big picture.”
“I was just hoping to have a broader dialogue about capacity growth. Can we revisit what, like, sort of the pros and cons are of a more substantial adjustment to your capacity outlook versus kind of what's stopping you from reducing capacity more dramatically, you know, in order to improve profitability?”
“But clearly, you guys are, you know, making a number of improvements domestically.”
“Appreciate the color on what's going on with competitive capacity, spirit overlapping markets, et cetera. You know, there's a debate out there about kind of short-term versus long-term.”
Affiliation history
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Citigroup
Analyst
Source not stated
Current
Company network
Jetblue Airways Corp
JBLU
Airlines · Industrials
2 appearances
Latest appearance 2026-10-27
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Karman Holdings Inc.
KRMN
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2026-03-24
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Allegiant Travel CO
ALGT
Airlines · Industrials
1 appearance
Latest appearance 2026-02-04
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Information Technology Services · Technology
1 appearance
Latest appearance 2026-01-22
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