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    Jordan Lyonnais • Bank of America

    Jordan Lyonnais's questions to StandardAero, Inc. (SARO) leadership

    Jordan Lyonnais's questions to StandardAero, Inc. (SARO) leadership • Q2 2025

    Question

    Jordan Lyonnais requested more color on the M&A pipeline, asking what the company is currently looking at and if the new engine exchange program expands potential M&A opportunities.

    Answer

    Chief Strategy Officer Alex Trapp described the M&A pipeline as robust and confirmed the company remains active in the market. However, he reiterated that their approach to capital deployment remains patient and disciplined, consistent with commentary from previous quarters, while looking for the right strategic fit.

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    Jordan Lyonnais's questions to Elbit Systems Ltd (ESLT) leadership

    Jordan Lyonnais's questions to Elbit Systems Ltd (ESLT) leadership • Q2 2025

    Question

    Jordan Lyonnais of Bank of America inquired about the key drivers for margin expansion in the second half of 2025 and requested an update on the IronBeam program, including the supply chain for solid rocket motors (SRMs).

    Answer

    Executive VP & CFO Yaacov Kagan stated that margin expansion efforts are ongoing, driven by the new ERP system, operational leverage, and other initiatives that have improved margins over the last three years. President & CEO Bezhalel Machlis added that for the IronBeam program, which is led by Rafael, Elbit is developing and starting to deliver the high-power laser source, with system deployment expected by year-end. He also noted parallel development of airborne laser solutions.

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    Jordan Lyonnais's questions to Axon Enterprise Inc (AXON) leadership

    Jordan Lyonnais's questions to Axon Enterprise Inc (AXON) leadership • Q2 2025

    Question

    Jordan Lyonnais of Bank of America asked for an update on FUSIS's FedRAMP certification status and the company's strategy for D-Drone in Department of Defense programs.

    Answer

    CPO & CTO Jeff Kunins reported that FUSIS has completed all necessary work for FedRAMP compliance and is awaiting the final official certification. President Josh Isner stated that while he couldn't detail the DOD strategy for competitive reasons, Axon intends to be a strong competitor for those opportunities.

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    Jordan Lyonnais's questions to Axon Enterprise Inc (AXON) leadership • Q1 2025

    Question

    Jordan Lyonnais asked how Axon is positioned to benefit from a proposed DHS budget increase for border security and major events, and what else is needed to accelerate federal deals, such as FedRAMP certification for Fusus.

    Answer

    President Joshua Isner identified drones, counter-drone technology, and real-time video as key opportunities, particularly for border applications. CEO Patrick Smith highlighted the real-time translator as a capability in high demand at Border Patrol. Executive Jeffrey Kunins confirmed that Fusus has passed its audit for FedRAMP readiness and is awaiting final certification. CFO Brittany Bagley added that any significant acceleration in federal revenue would represent upside to current guidance.

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    Jordan Lyonnais's questions to Axon Enterprise Inc (AXON) leadership • Q4 2024

    Question

    Jordan Lyonnais asked about Axon's go-to-market approach with its Skydio partnership and the SkySwap program, and how federal customers like the DEA or Border Patrol would procure the integrated drone solution.

    Answer

    President Joshua Isner described the Skydio partnership as a phenomenal fit, filling the void left by DJI. CEO Patrick Smith highlighted Skydio's leadership in drone autonomy, which creates a highly efficient solution when paired with Axon's ecosystem. Isner confirmed that customers can procure the solution on either Axon or Skydio paper, simplifying the process.

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    Jordan Lyonnais's questions to Axon Enterprise Inc (AXON) leadership • Q4 2024

    Question

    Jordan Lyonnais asked about Axon's go-to-market approach with its Skydio partnership and the SkySwap program, as well as how the partnership has been performing so far.

    Answer

    Joshua Isner, President, called the Skydio partnership a 'phenomenal' fit, filling a market gap as DJI falls out of favor. Patrick Smith, CEO, elaborated that Skydio is the world leader in drone autonomy, creating a seamless integration with Axon's ecosystem that offers a lower total cost of ownership for customers compared to manually operated drones.

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    Jordan Lyonnais's questions to Axon Enterprise Inc (AXON) leadership • Q3 2024

    Question

    Jordan Lyonnais inquired about the potential opportunities and risks from a change in political administration, focusing on border security and tariffs, and asked what levers Axon could pull to mitigate supply chain impacts.

    Answer

    EVP Joshua Isner emphasized Axon's "apolitical culture" and history of growing under both parties, noting that while there are opportunities in areas like border security, the company's core mission is not party-specific. CFO Brittany Bagley stated they have managed tariffs before and will remain flexible, leveraging multiple supplier sources and U.S.-based TASER manufacturing.

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    Jordan Lyonnais's questions to RBC Bearings Inc (RBC) leadership

    Jordan Lyonnais's questions to RBC Bearings Inc (RBC) leadership • Q1 2026

    Question

    Jordan Lyonnais from Bank of America inquired about how RBC Bearings is thinking about contract renewals and pricing power in the aerospace segment, particularly as OEM production appears to be stabilizing.

    Answer

    Robert Sullivan, VP & CFO, explained that RBC's strong reputation, built on execution, quality, and on-time delivery, provides the foundation for successfully negotiating long-term agreements. He expressed confidence in their ability to continue developing these favorable agreements with customers in fiscal 2026 and beyond.

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    Jordan Lyonnais's questions to RBC Bearings Inc (RBC) leadership • Q4 2025

    Question

    Jordan Lyonnais from Bank of America inquired about the current M&A pipeline and whether there have been any notable changes in the market for potential acquisitions.

    Answer

    Executive Mike Hartnett responded that the team has been very active and is looking at many alternatives. He emphasized that they remain very selective, with synergy being a critical factor. He confirmed the balance sheet is in a strong position to act quickly on an attractive opportunity, and that progress is being made in evaluating candidates.

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    Jordan Lyonnais's questions to RBC Bearings Inc (RBC) leadership • Q3 2025

    Question

    Jordan Lyonnais of Bank of America requested more detail on the growth within the space sub-segment and asked which other defense end markets were demonstrating the most strength.

    Answer

    CEO Dr. Michael Hartnett confirmed that the space business had another solid quarter, growing approximately 40% year-over-year. He added that the rest of the Defense segment was 'pretty balanced,' with missiles, guided ammunitions, and fixed-wing aircraft being particularly strong categories.

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    Jordan Lyonnais's questions to Garmin Ltd (GRMN) leadership

    Jordan Lyonnais's questions to Garmin Ltd (GRMN) leadership • Q2 2025

    Question

    Jordan Lyonnais asked about the recent acquisition of MyLabs, seeking more detail on the strategic opportunity and expected synergies across Garmin's business segments.

    Answer

    President and CEO Clifton Pemble explained that MyLabs is a leader in timing for competitive events like marathons and motorsports, which overlaps significantly with Garmin's customer base. He highlighted the opportunity to create an integrated experience for athletes from training through race day by merging Garmin's on-device data with MyLabs' official timing technology.

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    Jordan Lyonnais's questions to Garmin Ltd (GRMN) leadership • Q3 2024

    Question

    Jordan Lyonnais from Bank of America inquired about any impact on the Aviation segment from the Textron strike. Additionally, he asked what factors provided management with the increased visibility and confidence to raise its full-year guidance.

    Answer

    President and CEO Clifton Pemble noted the Textron strike had a small, near-term effect but no long-term impacts are anticipated as the company returns to normal operations. He explained that guidance confidence for Q4 increases as the year progresses because plans with retail partners for the holiday season become more concrete during Q2 and Q3, providing a clearer picture of demand.

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    Jordan Lyonnais's questions to Crane Co (CR) leadership

    Jordan Lyonnais's questions to Crane Co (CR) leadership • Q2 2025

    Question

    Jordan Lyonnais questioned the anticipated impact of recent R&D tax changes on the company and asked why Crane is confident it can add value to the newly acquired DRUK business from the PSI transaction.

    Answer

    EVP & CFO Rich Maue projected a modest free cash flow improvement of less than 5% from the tax changes. EVP & COO Alejandro Alcala expressed high confidence in improving the PSI businesses, citing their strong technology and aftermarket. He outlined plans to leverage the Crane Business System (CBS) to drive operational improvements and achieve a 10% ROIC, similar to past successful integrations.

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    Jordan Lyonnais's questions to Crane Co (CR) leadership • Q4 2024

    Question

    Jordan Lyonnais of Bank of America questioned the key drivers for 2025 margins, specifically the mix of pricing versus volume, and asked about concerns regarding Crane's China exposure in the PFT segment given potential U.S. tariffs and Chinese retaliation.

    Answer

    EVP and CFO Rich Maue stated that the 2025 margin guidance reflects a healthy leverage rate, with pricing expected to more than offset inflation, supplemented by ongoing value-pricing initiatives. Chairman, President and CEO Max Mitchell expressed 'very little concern' about China exposure, citing the company's low material content from China, effective supply chain management, and preparedness to handle any new trade measures without overreacting.

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    Jordan Lyonnais's questions to HEICO Corp (HEI) leadership

    Jordan Lyonnais's questions to HEICO Corp (HEI) leadership • Q2 2025

    Question

    Jordan Lyonnais, on for Ron Epstein, asked about areas of strength in the defense backlog beyond the prominent missile defense segment.

    Answer

    Co-CEO Victor Mendelson confirmed that while missile defense is a standout, there is broad strength across other areas like launch vehicles, drones, precision-guided munitions, and targeting systems. He emphasized that HEICO's components are on a wide array of platforms and he is not complaining about any current defense segments.

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    Jordan Lyonnais's questions to Embraer SA (ERJ) leadership

    Jordan Lyonnais's questions to Embraer SA (ERJ) leadership • Q1 2025

    Question

    Jordan Lyonnais from Bank of America asked about the potential impact of the recent Pratt & Whitney strike on Embraer's operations and deliveries.

    Answer

    CEO Francisco Gomes Neto responded that the company is currently gathering more information on the strike and does not yet have enough details to accurately measure its potential impact on the business.

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    Jordan Lyonnais's questions to Albany International Corp (AIN) leadership

    Jordan Lyonnais's questions to Albany International Corp (AIN) leadership • Q1 2025

    Question

    Jordan Lyonnais questioned the expected production ramp for the Boeing 787 and 777X programs through the rest of the year and asked where the company is monitoring for second-order impacts from tariffs.

    Answer

    President and CEO Gunnar Kleveland responded that the company has a cautious outlook for the 787, expecting very slow growth this year with an acceleration in 2026. The 777X program's progress is dependent on its certification. Regarding tariffs, Kleveland stated they are monitoring major customers and suppliers like International Paper, GE, and Safran, as well as the dynamic tariff landscape, but the current outlook for second-order impacts is relatively flat.

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    Jordan Lyonnais's questions to Albany International Corp (AIN) leadership • Q4 2024

    Question

    Jordan Lyonnais of Bank of America asked about the company's approach to potential China tariff risks and whether they are factored into guidance. He also inquired about concerns regarding potential cost-down pressure from the U.S. administration on new defense programs.

    Answer

    CEO Gunnar Kleveland stated that while uncertainty is high regarding tariffs, the impact from China is 'de minimis,' and the company has done the analytical work to be prepared. Regarding defense programs, he acknowledged potential pressure but expressed confidence in the stability of their programs due to a focus on long-term contracts, while noting that volumes could change depending on which programs are targeted.

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    Jordan Lyonnais's questions to Albany International Corp (AIN) leadership • Q3 2024

    Question

    Jordan Lyonnais of Bank of America Corporation asked for a long-term outlook on the 787 and GE9X programs, considering recent airframe production softness and delays.

    Answer

    President and CEO Gunnar Kleveland stated that the company expects growth from the 787 program due to strong, unaffected demand. He acknowledged the GE9X program delay but anticipates a minimal impact on revenue for the upcoming year as the engine is still in development.

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    Jordan Lyonnais's questions to Huntington Ingalls Industries Inc (HII) leadership

    Jordan Lyonnais's questions to Huntington Ingalls Industries Inc (HII) leadership • Q4 2024

    Question

    Jordan Lyonnais, on for Ron Epstein, asked what has changed in HII's hiring initiatives and inquired about the potential impact of a new administration's policies (referenced as 'DOGE') on HII and its Mission Technologies segment.

    Answer

    President and CEO Christopher Kastner explained that the hiring strategy has been refocused from broad entry-level recruitment to targeting more experienced shipbuilders, a shift supported by wage increases and workforce development funding. Regarding a new administration, he stated that shipbuilding is a known priority and that HII would welcome and participate in any initiatives aimed at reducing regulation and improving cost and delivery schedules.

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    Jordan Lyonnais's questions to Cadre Holdings Inc (CDRE) leadership

    Jordan Lyonnais's questions to Cadre Holdings Inc (CDRE) leadership • Q3 2024

    Question

    Jordan Lyonnais of Bank of America asked for specifics on what product segments are driving the expected sales increase in the fourth quarter.

    Answer

    CFO Blaine Browers identified the two largest sequential growth drivers for Q4 as the armor and duty gear segments, which have pent-up backlog from the Q3 cyber incident. He also noted that the EOD (bomb suit) business was already expected to have a large Q4, independent of the incident.

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