Sheila Kayalu
Analyst
Jefferies
Equibles does not estimate personal net worth.
About Sheila Kayalu
Sheila Kayalu is recorded as Analyst at Jefferies. Sheila Kayalu has spoken on 8 earnings calls and 7 other investor events across 10 companies, most recently for United Airlines Holdings, Inc. on October 21, 2026. Those appearances were for United Airlines Holdings, Inc. (UAL), Northrop Grumman Corp (NOC), Karman Holdings Inc. (KRMN), Textron Inc (TXT), General Dynamics Corp (GD) and 5 other companies. The companies whose calls Sheila Kayalu spoke on are classified in the Industrials and Technology sectors.
Sheila Kayalu on recent calls
“I wanted to ask about the fleet, maybe just based on deliveries slipping out of 26 and your views are higher for longer fuel and accelerating capacity. How are you thinking about 2027 deliveries and retirements?”
“I thought this slide was super helpful in terms of the program funding that highlights the base request funding for almost 70% of the portfolio and the 5% to 7% growth for 2027.”
“Thanks so much for joining us for our aero environment fireside chat with Wahid Nawabi, who's chairman and CEO, and Sean Woodward, EVP and CFO. Thank you both for being here, especially in light of your stock being up 10% this morning on solid results.”
“We have the Carmen team here with us, Carmen Space and Defense, John Rambo, who's the CEO. John, thank you so much for gracing us with your presence and allowing us to visit some of your facilities as well earlier this year.”
“I'm with the Jefferies Airspace Defense and Airlines Equity Research Team for those on the webcast. And we have the LHX team here, Ken Sharp, who's graciously stepped in as who's the CFO since March of 2026.”
Affiliation history
-
Jefferies
Analyst
Transcript header (unverified)
Current
Company network
KRMN
Aerospace & Defense · Industrials
TXT
Aerospace & Defense · Industrials
AVAV
Aerospace & Defense · Industrials
Information Technology Services · Technology
PSN
Information Technology Services · Technology