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    Jonathan Siegmann • Stifel Institutional

    Jonathan Siegmann's questions to TAT Technologies Ltd (TATT) leadership

    Jonathan Siegmann's questions to TAT Technologies Ltd (TATT) leadership • Q2 2025

    Question

    Jonathan Siegmann of Stifel Institutional inquired about the drivers of the sequential margin improvement and asked for confirmation on the recent strengthening in the freight end market.

    Answer

    CEO & President Igal Zamir attributed the consistent margin improvement to long-term strategic initiatives focused on operational efficiency, automation, workforce productivity, and disciplined cost management, rather than any one-off benefits. He confirmed that the freight end market, which had previously shown concern over tariffs, is now strengthening, leading to increased MRO intake from cargo carriers.

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    Jonathan Siegmann's questions to Kratos Defense and Security Solutions Inc (KTOS) leadership

    Jonathan Siegmann's questions to Kratos Defense and Security Solutions Inc (KTOS) leadership • Q2 2025

    Question

    Jonathan Siegmann of Stifel asked for confirmation on the relevance of recent legislative funding, the connection between the Prometheus JV and Israeli defense needs, and the potential to accelerate Prometheus's capacity.

    Answer

    CEO Eric DeMarco confirmed the direct relevance of funding for low-cost cruise missiles and solid rocket motors, linking it to Kratos's engine business. He affirmed the Prometheus JV is directly relevant to Israel's needs, with demand for tens of thousands of motors. While acceleration is limited, he highlighted a significant opportunity to expand the JV into a merchant supplier for other primes.

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    Jonathan Siegmann's questions to CACI International Inc (CACI) leadership

    Jonathan Siegmann's questions to CACI International Inc (CACI) leadership • Q4 2025

    Question

    Jonathan Siegmann of Stifel inquired about the tangible impact and timing of the DoD's software acquisition directive and the Army's system consolidation initiative, asking if benefits could be seen this year and if similar consolidation is expected in other military branches.

    Answer

    President and CEO John Mengucci expressed strong support for the government's focus on software, stating it is central to CACI's growth model in both enterprise and mission systems. He emphasized that CACI's approach is to develop software to support the mission, positioning the company well for consolidation efforts that seek efficiency and speed. He believes these trends will drive more software solutions across government.

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    Jonathan Siegmann's questions to Parsons Corp (PSN) leadership

    Jonathan Siegmann's questions to Parsons Corp (PSN) leadership • Q2 2025

    Question

    Jonathan Siegmann of Stifel sought to reconcile the seemingly contradictory trends of a sequentially lower backlog in Federal Solutions with the company's high growth expectations for the second half.

    Answer

    CFO Matt Ophelis confirmed that looking at metrics like Remaining Performance Obligations (RPO) and funded backlog provides the correct view of the business's strength over the next 12-18 months, which underpins their confidence in the growth ramp. CEO Cary Smith reinforced this by noting that funded backlog is up 14% year-over-year, indicating strong near-term visibility.

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    Jonathan Siegmann's questions to Leidos Holdings Inc (LDOS) leadership

    Jonathan Siegmann's questions to Leidos Holdings Inc (LDOS) leadership • Q2 2025

    Question

    Jonathan Siegmann from Stifel asked about the opportunities for organic investment, particularly in the maritime space, given the strong demand signals from recent government funding initiatives.

    Answer

    CEO Thomas Bell confirmed excitement for organic investment opportunities aligned with the 'One Big Beautiful Bill,' including FAA modernization and border security. For maritime, he clarified that Leidos will leverage its autonomous vessel expertise by partnering with existing shipyards rather than entering the shipbuilding business itself. CFO Chris Cage noted that investments are being made in a capital-light manner, such as upgrading the Huntsville campus to increase product throughput.

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    Jonathan Siegmann's questions to AeroVironment Inc (AVAV) leadership

    Jonathan Siegmann's questions to AeroVironment Inc (AVAV) leadership • Q4 2025

    Question

    Jonathan Siegmann of Stifel asked about booking trends at BlueHalo since the acquisition announcement and whether its new segment could keep pace with the Autonomous Systems segment on bookings. He also asked if the higher CapEx plans were a recent acceleration.

    Answer

    CEO Wahid Nawabi expressed strong confidence in BlueHalo's booking ability, highlighting large strategic opportunities in space and directed energy. He confirmed that the increased CapEx plans have already been initiated to scale capacity for high-growth areas across the combined company. Following the question, CFO Kevin McDonnell clarified that the expiration of the JUONS contract vehicle, as Switchblade purchasing moved to PEO Soldier, was the reason for the large drop in unfunded backlog.

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