Sign in

    Jeremy Jason

    Vice President and Analyst at Citigroup Inc.

    Jeremy Jason is a Vice President and Analyst at Citigroup Inc., specializing in equity research with a focus on the technology and consumer sectors. He covers leading companies such as Apple, Microsoft, and Tesla, maintaining a solid performance track record with investment recommendations that have consistently ranked in the top quartile for returns among Wall Street peers. Jeremy began his career in financial analysis in the early 2010s and previously held roles at other major investment banks before joining Citigroup in 2018. He is registered with FINRA and holds Series 7, 63, and 86/87 securities licenses, underpinning his expertise and regulatory compliance in the industry.

    Jeremy Jason's questions to DUCOMMUN INC /DE/ (DCO) leadership

    Jeremy Jason's questions to DUCOMMUN INC /DE/ (DCO) leadership • Q4 2024

    Question

    Jeremy Jason of Citi, on behalf of Jason Gursky, asked for a breakdown of the Q4 margin decline in the Structural Systems segment between product mix and temporary costs, and inquired about the relative profitability of Boeing versus Airbus programs.

    Answer

    Executive Suman Mookerji clarified that the Q4 margin decline in Structures was split evenly between unfavorable product mix and onetime expenses, both of which are not expected to persist, with a full recovery anticipated in Q1. He declined to compare customer profitability directly but affirmed that the company is actively pursuing value-pricing initiatives with all customers to ensure adequate margins.

    Ask Fintool Equity Research AI

    Jeremy Jason's questions to L3HARRIS TECHNOLOGIES, INC. /DE/ (LHX) leadership

    Jeremy Jason's questions to L3HARRIS TECHNOLOGIES, INC. /DE/ (LHX) leadership • Q3 2024

    Question

    Jeremy Jason, on behalf of Jason Gursky, requested an update on trends in the Tactical Data Links (TDL) business, Link 16, and the Proliferated Warfighter Space Architecture programs, noting recent investments in facilities.

    Answer

    CEO Christopher Kubasik reported that the TDL business is performing ahead of its acquisition business case. The operations were successfully moved and streamlined in Salt Lake City, improving efficiency and leading to significant orders for products like the BATS-D handheld Link 16. He confirmed that Link 16 demos in space are proceeding well, highlighting the acquisition as a perfect example of their strategy to invest in resilient communications, which he sees as the future and a 'sweet spot' for the company.

    Ask Fintool Equity Research AI