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    Louis Dipalma

    Research Analyst at William Blair & Company

    Louie DiPalma is an Equity Research Analyst at William Blair, specializing in aerospace and defense equities and technology-driven businesses. He actively covers major companies such as Palantir Technologies, which he has highlighted for revenue growth and high operating margins, and is regularly quoted in industry media for his insights on firms like Palantir and in-flight connectivity providers. With a performance record of approximately 51% profitable recommendations and an average return of -19.5% on TipRanks, DiPalma maintains a broad coverage of 33 stocks. Joining William Blair in 2010 after roles at Thomas Weisel Partners and Braver Wealth Management, he holds a CFA designation, a B.A. from Providence College, and an MBA from Northwestern’s Kellogg School of Management.

    Louis Dipalma's questions to AAR (AIR) leadership

    Louis Dipalma's questions to AAR (AIR) leadership • Q1 2025

    Question

    Louis Dipalma of William Blair & Company asked about the business development pipeline for TRAX, its potential as a sales channel for parts, the status of recent implementations, competitive dynamics of the Navy P8 contract win, and progress on in-sourcing repair work from the Triumph acquisition.

    Answer

    John Holmes, Chairman, President and CEO, reported strong progress for TRAX with new customer wins and a healthy pipeline, noting AAR's backing is opening doors at larger airlines. He confirmed that in-sourcing work from Triumph to support the USM business is largely complete, and the opportunity to in-source for commercial programs is larger than initially anticipated, though it represents a longer-term effort.

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