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Nathan Johns

Managing Director and Senior Equity Analyst at Stifel

Nathan Jones is a Managing Director and Senior Equity Analyst at Stifel, specializing in Diversified Industrials with a focus on Water Technologies, Flow Control, and Multi-Industry sectors. Jones covers specific companies operating in these industries and is recognized for in-depth sector analysis, achieving notable success rates and delivering actionable investment insights for institutional clients. He began his analyst career after ten years as an educator, joining Stifel in 2007, and holds both a B.S. in Chemistry and Applied Mathematics from the University of Sydney and an MBA with honors from the University of Colorado. Jones is a Chartered Financial Analyst (CFA), underscoring his professional credentials and commitment to industry best practices.

Nathan Johns's questions to CURTISS WRIGHT (CW) leadership

Question · Q3 2025

Nathan Johns inquired about the stabilization and positive inflection in industrial vehicle orders, seeking color on driving regions or end markets. He also asked about the expected revenue cadence for Defense Electronics in 2026, considering potential government shutdown impacts.

Answer

VP and CFO Chris Barker acknowledged challenges in industrial vehicle markets but noted the team's success in maintaining flat sales, highlighting opportunities in Europe, a 4% year-over-year improvement in Q3 orders, and a strong October. For Defense Electronics, he anticipated potential Q1 2026 pressure due to shutdown delays, leading to a more back-half weighted year, but expressed confidence in order recovery.

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