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Alexandra Nanderi

Research Analyst at Truist Securities

Alexandra Mandery is an Equity Research Analyst at Truist Securities, specializing in quantitative and fundamental research within sectors including aerospace and defense. She has engaged in detailed analysis of companies such as Karman Space & Defense, inquiring on EBITDA margin guidance and government shutdown impacts during Q3 2025 earnings discussions. Mandery is registered with FINRA through Truist Securities in New York, with one year of experience and licenses across 52 states, and no disclosures on her record.

Alexandra Nanderi's questions to HEICO (HEI) leadership

Question · Q4 2025

Alexandra Nanderi asked about the PMA portfolio's exposure to new engine entrants like LEAP, GTF, and GE9X, and the opportunity for first-time shop visits. She also requested additional color on general trends in the Electronic Technologies Group (ETG), particularly regarding space and defense tech, next-gen systems, and booking trends.

Answer

Victor Mendelson explained that new engines under warranty are not a significant PMA opportunity, but opportunities arise as platforms age and customers seek alternatives, noting HEICO's consistent technology for engineering parts. For ETG, he reiterated optimism for various markets, emphasizing avoiding 'profitless opportunities' in space and capitalizing on both established and newcomer segments in defense tech, aligning with the government's focus on cost and speed.

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