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    Charlotte Keyworth

    Research Analyst at Barclays

    Charlotte Keyworth is an Equity Research Analyst at Barclays specializing in the European industrials and defense sector, with notable coverage of companies such as BAE Systems, Babcock International, Rheinmetall, and Rolls-Royce Holdings. She has provided investment recommendations on key European defense stocks and has been active in earnings calls analysis, with forecasts and sector commentary highlighted in platforms like TipRanks, where her calls on Babcock International and coverage of Rheinmetall’s recent financial performance have been noted. Keyworth joined Barclays in her current capacity several years ago, though details on her full career timeline and prior experience are currently limited. Specific licensing credentials and professional registrations are not disclosed in available public sources.

    Charlotte Keyworth's questions to BAE SYSTEMS PLC /FI/ (BAESY) leadership

    Charlotte Keyworth's questions to BAE SYSTEMS PLC /FI/ (BAESY) leadership • H1 2022

    Question

    Charlotte Keyworth from Barclays asked about the outlook for order tracking in the second half of the year versus the first, given the record backlog. She also questioned the sustainability of the high Cyber margin and inquired about the company's exposure to rising interest rates on its U.S. dollar-denominated debt.

    Answer

    CEO Charles Woodburn cautioned that while the full year for order intake will be strong, H2 will not match the standout performance of H1. CFO Bradley Greve explained the high Cyber margin was driven by strong, but seasonal, utilization and the accretive Bohemia acquisition, with low double-digit margins expected to be sustainable. He also clarified that the company's U.S. debt is fixed, insulating it from rising interest rates on the existing structure.

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