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Jonathan Sigmund

Managing Director of Equity Research at Stifel

Jonathan Siegmann is a Managing Director of Equity Research at Stifel, specializing in coverage of the aerospace and defense industry, including both established and emerging space companies. Prior to joining Stifel in 2025, he served as Senior Vice President of Corporate Development at Terran Orbital Corporation, where he led the company through its sale to Lockheed Martin, and spent nearly 15 years as a Portfolio Manager and Equity Research Analyst at Fidelity Investments, managing the Select Defense & Aerospace fund (FSDAX) from 2015 to 2021 and covering a broad suite of North American aerospace, defense, and new space companies. Siegmann holds a BS from Rensselaer Polytechnic Institute, an MBA from NYU's Stern School of Business, and is a Chartered Financial Analyst (CFA); he is recognized for his industry expertise and strong investor network. His performance track record includes successful fund management, but specific quantitative success rates or TipRanks rankings are not publicly disclosed.

Jonathan Sigmund's questions to TAT TECHNOLOGIES (TATT) leadership

Question · Q3 2025

Jonathan Sigmund asked about TAT Technologies' operational flexibility in managing demand changes, particularly the significant increase in landing gear MRO activity, and inquired about the company's revenue capacity for landing gear.

Answer

President and CEO Igal Zamir explained that MRO business should be viewed year-over-year due to inherent fluctuations. He noted that the landing gear increase was expected and part of a new cycle, with a strong overall trend despite potential quarterly volatility. He highlighted TAT's competitive advantage in its ability to quickly shift workforce and resources between different areas to adjust to intake surprises, citing the recent APU intake surge as an example.

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Question · Q3 2025

Jonathan Sigmund asked about TAT's operational flexibility in managing demand changes, particularly the significant increase in landing gear MRO activity, and the company's revenue capacity for this segment.

Answer

President and CEO Igal Zamir explained that MRO performance should be viewed year-over-year due to quarterly fluctuations. He confirmed the landing gear increase was anticipated, marking a new cycle of substantial growth. Zamir highlighted TAT's agility in shifting workforce as a key competitive advantage.

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