Sign in

You're signed outSign in or to get full access.

Jack Ayers

Vice President and Aerospace & Defense equity analyst at Cowen Inc.

Jack Ayers is a Vice President and Aerospace & Defense equity analyst at TD Cowen, specializing in coverage of companies such as Embraer and contributing to sector research on civil, military, and commercial aerospace markets. He has initiated coverage on Embraer (ERJ) and is recognized for his analysis using proprietary data platforms and collaborative sector reports. Ayers began his analyst career at Cowen & Co. LLC as an Associate before joining TD Cowen, where he has served for four years. His professional credentials include FINRA registration and relevant securities licenses, supporting his analytic role and industry recognition, though recent tracking indicates a neutral performance with 0% success rate and average return over the past year.

Jack Ayers's questions to HEXCEL CORP /DE/ (HXL) leadership

Question · Q4 2024

Jack Ayers asked for a high-level perspective on Hexcel's normalized earnings power, comparing the potential future state to the pre-COVID peak EPS of around $3.50, considering any structural business changes.

Answer

Chairman, CEO & President Tom Gentile stated that returning to peak earnings is primarily dependent on regaining operating leverage as aircraft build rates and revenues recover to 2018-2019 levels. Executive Patrick Winterlich added that the core business is structurally unchanged and the divestiture of the lower-margin glass fiber wind business will be a marginal long-term benefit.

Ask follow-up questions

Fintool

Fintool can predict HEXCEL CORP /DE/ logo HXL's earnings beat/miss a week before the call

Jack Ayers's questions to ALBANY INTERNATIONAL CORP /DE/ (AIN) leadership

Question · Q3 2024

Jack Ayers of TD Cowen sought clarification on whether LEAP production forecasts were reduced again since the early October update and asked about the growth trajectory for the F-35 program relative to a prior $80 million target.

Answer

President and CEO Gunnar Kleveland confirmed that the LEAP production plan has not been changed since the October 3rd update. Robert Starr added that the prior reduction was nominal. Regarding the F-35, Kleveland expects a recovery to begin next year after recent softness, and Starr noted the company will provide an updated long-term view at its Investor Day.

Ask follow-up questions

Fintool

Fintool can predict ALBANY INTERNATIONAL CORP /DE/ logo AIN's earnings beat/miss a week before the call