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    David Perry

    seasoned financial analyst who has previously held roles at JPMorgan Chase & Co.

    David Perry is a seasoned financial analyst who has previously held roles at JPMorgan Chase & Co., specializing in alternative investment research and institutional investment strategy. With coverage spanning alternative assets and holding the Chartered Alternative Investment Analyst (CAIA) designation, he brings deep expertise in evaluating and constructing portfolios that integrate private equity and alternative investment vehicles. His career includes significant experience at J.P. Morgan Chase & Co. and T. Rowe Price before joining NEPC, where he contributed to client portfolio strategy and manager due diligence. Perry’s credentials include the highly regarded CAIA certification, underpinning his advanced proficiency in institutional and alternative investment sectors.

    David Perry's questions to Airbus SE/ADR (EADSY) leadership

    David Perry's questions to Airbus SE/ADR (EADSY) leadership • Q1 2025

    Question

    David Perry of JPMorgan Chase & Co. inquired about potential special measures to offset FX headwinds from a weaker dollar and sought color on negotiations with airlines regarding tariff surcharges.

    Answer

    CFO Thomas Toepfer stated no special measures are being taken for FX, as the company's hedging policy provides stability with over 90% of 2025 exposure hedged. CEO Guillaume Faury explained that tariffs are import duties paid by the importer (the airline, when exporting from Europe to the U.S.). He noted Airbus is exploring logistical solutions and arrangements with customers, similar to what was done during the previous WTO dispute, and remains optimistic that the zero-tariff agreement will be reinstated.

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    David Perry's questions to Airbus SE/ADR (EADSY) leadership • Q1 2024

    Question

    David Perry inquired about the management's tone on the supply chain, asking if the situation has worsened recently, and questioned whether the recent strong widebody orders are being secured at better pricing.

    Answer

    CEO Guillaume Faury clarified his tone, stating the supply chain environment is not improving and remains challenging with numerous manageable but persistent issues, though not necessarily from engines. On widebody aircraft, he acknowledged the strong momentum for the A350 is helping pricing progressively improve, but noted the environment is still very competitive and not yet back to what he would consider normal.

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    David Perry's questions to BAE SYSTEMS PLC /FI/ (BAESY) leadership

    David Perry's questions to BAE SYSTEMS PLC /FI/ (BAESY) leadership • H1 2015

    Question

    David Perry from JPMorgan Chase & Co. requested quantification of the two potential risks to full-year EPS guidance—the Australia shipyard review and Saudi aircraft orders—and asked for clarification on the reduced activity in the share buyback program.

    Answer

    Group Finance Director Peter Lynas explained the Australia issue is not a large number but is sensitive relative to the 'marginal growth' guidance. He stated the share buyback is driven by value, which diminishes at higher share prices. CEO Ian King added that a Typhoon production slowdown would impact current-year profit due to increased costs, but declined to provide a specific figure.

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