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    Henk Kerrich

    Senior Analyst at Excellence

    Henk Kerrich is a Senior Analyst at Excellence specializing in the coverage of European consumer goods and multinational conglomerates, with a particular focus on companies such as Unilever, Nestlé, and L'Oréal. Demonstrating a strong performance track record, Kerrich has consistently maintained a success rate above 65% on investment calls, as recognized by platforms like TipRanks, and has regularly exceeded sector averages in returns generated for clients. He began his career in financial analysis in the early 2010s with roles at boutique research houses and joined Excellence in 2018, where he has steadily advanced due to his insightful coverage and market acumen. Henk Kerrich holds FINRA Series 7 and Series 63 registrations and is known for providing in-depth, data-driven research that supports institutional investors throughout Europe.

    Henk Kerrich's questions to ELBIT SYSTEMS (ESLT) leadership

    Henk Kerrich's questions to ELBIT SYSTEMS (ESLT) leadership • Q2 2025

    Question

    Henk Kerrich of Excellence asked about the expected pace of CapEx investments for the rest of 2025 and the company's strategy for navigating Israel's complex geopolitical position while meeting strong global defense demand.

    Answer

    Executive VP & CFO Yaacov Kagan stated the CapEx run-rate is around $250 million, with plans to expand investment following the recent share offering. President & CEO Bezhalel Machlis addressed the geopolitical question, emphasizing Elbit's unique ability to offer integrated, operationally-proven solutions through its global subsidiaries and partnerships, which helps create local jobs and mitigate political friction.

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    Henk Kerrich's questions to ELBIT SYSTEMS (ESLT) leadership • Q2 2025

    Question

    Henk Kerrich from Excellence asked about the expected pace of capital investments for the remainder of the year and the total anticipated CapEx for 2025, noting the lower figure in the current quarter.

    Answer

    Executive VP & CFO Yaacov Kagan explained that Q1 CapEx was unusually low due to receiving a governmental evacuation fund. He stated that the normal running rate for CapEx investment is around $250 million annually and that the company is looking to expand investments further using proceeds from the recent follow-on offering.

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