John Godden
Analyst
Citigroup
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About John Godden
John Godden is recorded as Analyst at Citigroup. John Godden has spoken on 13 earnings calls and 1 other investor event across 11 companies, most recently for United Airlines Holdings, Inc. on October 21, 2026. Those appearances were for United Airlines Holdings, Inc. (UAL), Delta Air Lines, Inc. (DAL), Space Exploration Technologies Corp (SPCX), General Dynamics Corp (GD), Jetblue Airways Corp (JBLU) and 6 other companies. The companies whose calls John Godden spoke on are classified in the Industrials and Technology sectors.
John Godden on recent calls
“Scott, I just wanted to ask another one about the industry structure and really just kind of get your perspective. You know, you talk about a structure where there's a small cluster of airlines that are succeeding, executing, winning, et cetera, and a separate group that are struggling.”
“On capacity, you guys used the phrase normalized for capacity growth next year. I'm just hoping you could talk a bit more about the contours around that.”
“One of the hallmarks of SpaceX to date is how efficiently the organization has used capital so far in its journey. But it's also no secret that the capital needs are significant to support your vision from here.”
“I wanted to just double click on aerospace supply chain, if you don't mind. Obviously, it's humming for you guys. There are other players out there that have been struggling a bit.”
“You mentioned that we're at a major inflection point for initiatives, and you've given a lot of great detail for the balance of 26. I was hoping we could just spend a minute talking more about how things layer on in 2027 and then 28 to ultimately hit the dollar number.”
Affiliation history
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Citigroup
Analyst
Transcript header (unverified)
Current
Company network
JBLU
Airlines · Industrials
KRMN
Aerospace & Defense · Industrials
SKYW
Airlines · Industrials
OSIS
Electronic Components · Technology