Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Noah Papanok is recorded as Analyst at Goldman Sachs. Noah Papanok has spoken on 6 earnings calls across 4 companies, most recently for L3harris Technologies, Inc. on October 29, 2026. Those appearances were for Woodward, Inc. (WWD), L3harris Technologies, Inc. (LHX), Hexcel Corp (HXL) and AEVEX Corp. (AVEX). The companies whose calls Noah Papanok spoke on are classified in the Industrials sector.
“I wanted to ask about space and mission systems growth. The growth year to date is pretty strong. The backlog's up a lot over the last few years.”
“Just to follow up right there, the full year revenue range implies that 4Q growth would be pretty strong and an acceleration from what you've seen earlier in the year.”
“So maybe instead of two questions, maybe one kind of long one, I guess, you know, I think the market sees the strength in the product and the strategy and the long-term growth in unmanned.”
“You know, everyone's trying to figure out what's going to happen with aerospace aftermarket. I guess, as you describe, you know, not really seeing much yet. I'd be curious to just hear, you know, given your experience in the market over a long time, like, why do you think you haven't seen anything yet?”
“Should we interpret the total company full-year guidance revision as you left the remaining nine months of the year, the same as the prior plan, roughly, and that the upside to the full year is basically the upside to just one queue?”
Goldman Sachs
Analyst
Transcript header (unverified)
WWD
Aerospace & Defense · Industrials
HXL
Aerospace & Defense · Industrials
AVEX
Aerospace & Defense · Industrials
