Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Noah Papanak is recorded as Analyst at Goldman Sachs. Noah Papanak has spoken on 4 earnings calls across 4 companies, most recently for V2X, Inc. on November 2, 2026. Those appearances were for V2X, Inc. (VVX), Woodward, Inc. (WWD), Booz Allen Hamilton Holding Corp (BAH) and Boeing Co (BA). The companies whose calls Noah Papanak spoke on are classified in the Industrials sector.
“In the pieces of 2027 that you outlined when you mentioned continuing to see demand through mid-27 in national security, can you just elaborate a little bit on what you mean there?”
“How would you frame at this point what's possible or likely or realistic in your aerospace aftermarket growth rate of the next four to eight quarters compared to what you've been able to achieve in the last four to eight quarters?”
“I was wondering if it would be possible to better understand, you know, what's really changing and why in the funding environment. I guess, you know, over the last few years, there's maybe been some fits and starts and times where it looks better, but it was a head fake.”
“Kelly, Jay, could you speak a little bit more about the 737 ramp from here? And I guess, do the remaining months of this year have 42 production units, or is there some spacing before we actually see that for any reason?”
Goldman Sachs
Analyst
Transcript header (unverified)
VVX
Aerospace & Defense · Industrials
WWD
Aerospace & Defense · Industrials
BA
Aerospace & Defense · Industrials
