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Kyle Wenclawiak

Research Analyst at Jefferies

Kyle Wenclawiak is an Equity Research Senior Associate at Jefferies, specializing in aerospace, defense, and airlines sectors. He covers companies within these industries, though specific names are not publicly detailed in available profiles, and performance metrics such as success rates or rankings on platforms like TipRanks are not available from current sources. Wenclawiak joined Jefferies as an equity research analyst after prior experience at one other firm, with approximately four years in the industry overall. He holds FINRA registration with 53 state licenses and no disclosures on his BrokerCheck record.

Kyle Wenclawiak's questions to Woodward (WWD) leadership

Question · Q1 2026

Kyle Wenclawiak asked about the counterseasonal flat performance of legacy narrow-body sales relative to Q4 and year-over-year growth, questioning if it was due to catching up on past dues or factory volume unlock, and how to think about its cadence. He also asked for an update on why the company now believes the strong LRU sales were due to prior under-provisioning rather than pull-forward related to tariffs.

Answer

Chip Blankenship (Chairman and CEO, Woodward Inc) attributed the counterseasonal performance to consistent output achieved through streamlining input processes and improving turn times, rather than a Q4 surge. Regarding LRUs, he hypothesized that an "open window for trade" and concerns about its closure drove strong activity, and Woodward's analysis of units in the field indicated customers were "a little bit behind the curve in provisioning."

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Question · Q1 2026

Kyle Wenclawiak inquired about the LEAP GTF mix, specifically the counterseasonal performance of legacy narrow-body being up year-over-year and flat sequentially, asking if it was due to catching up on past dues or factory volume unlock. He also sought an update on the shift in signaling regarding LRU sales being driven by prior under-provisioning rather than pull-forward related to tariffs, and what was being observed from the customer base.

Answer

Chairman and CEO Chip Blankenship attributed the consistent legacy narrow-body performance to sustained efforts in achieving consistent output, streamlining input processes, and improving induction, rather than a catch-up. Regarding LRUs, he hypothesized that strong activity in recent quarters was due to an 'open window for trade' and concerns it might close, with Woodward's analysis indicating customers were behind on provisioning levels.

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