Analyst
Seaport Research Partners
Equibles does not estimate personal net worth.
Richard Safran is recorded as Analyst at Seaport Research Partners. Richard Safran has spoken on 14 earnings calls across 5 companies, most recently for Hexcel Corp on October 22, 2026. Those appearances were for Hexcel Corp (HXL), Ati Inc (ATI), Boeing Co (BA), Northrop Grumman Corp (NOC) and General Dynamics Corp (GD). The companies whose calls Richard Safran spoke on are classified in the Industrials sector.
“So I wanted to ask you guys about rotorcraft. There's a bit of concern out there. Army aviation budgets are under some pressure in fiscal 27 requests. So I want to know if you could go into, you know, what, if anything, does that mean for Excel next year?”
“I have one question and one quick follow-up. On the guidance phrase, if I did the math right, you did at the midpoint, you took EBITDA up by $125 million, but you took up your free cash flow guide by $80 million.”
“So I was particularly interested in your comments about defense. You have positions on many platforms.”
“Listen, I thought you could expand on your opening remarks about Wichita. You know, you've had spirit for a while now. It's integral to your rate ramp.”
“I was very interested in your comment in the slides and opening remarks about pricing and HP margins.”
Seaport Research Partners
Analyst
Source not stated
HXL
Aerospace & Defense · Industrials
ATI
Metal Fabrication · Industrials
BA
Aerospace & Defense · Industrials
