Robert Sollard
Analyst
Vertical Research
Equibles does not estimate personal net worth.
About Robert Sollard
Robert Sollard is recorded as Analyst at Vertical Research. Robert Sollard has spoken on 4 earnings calls across 4 companies, most recently for General Dynamics Corp on April 29, 2026. Those appearances were for General Dynamics Corp (GD), Leonardo DRS, Inc. (DRS), Textron Inc (TXT) and Boeing Co (BA). The companies whose calls Robert Sollard spoke on are classified in the Industrials sector.
Robert Sollard on recent calls
“Danny, I was wondering if you could comment on the supply chain situation. You seem to have touched on it a little bit in marine, but I was wondering how you're getting on across the broader group, whether there are any tight points that you're trying to address.”
“John, maybe just to kick things off, you mentioned at the start of your comments the potential benefits from the reconciliation bill that was passed last year. We're starting to get some details on that.”
“So if you take this charge later this year, where would it leave booking margins on the MV75 going forward? They'd be like low single-digit and then eventually move up to those low double-digit levels?”
“Kelly, again, a strategic sort of question for you. Given the recent geopolitical volatility, are you worried about a return of tariff risk at BCA this year? And similarly on the defense side of the business, a longer-term shift in Europe to more local procurement?”
Affiliation history
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Vertical Research
Analyst
Transcript header (unverified)
Current
Company network
Textron Inc
TXT
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2026-01-28
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Boeing Co
BA
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2026-01-27
View calls and events