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Ned Morgan

Ned Morgan

Research Analyst at BTIG

New York, NY, US

Ned Morgan is an Equity Research Analyst at BTIG, specializing in equity research within the financial sector. While detailed statistics on his performance and companies covered are not publicly available, he is recognized as part of BTIG's research team, focusing on equity analysis for institutional clients. Morgan's professional background at BTIG highlights his role as an analyst, though additional specifics regarding his career timeline, prior firms, and professional credentials are not currently accessible from publicly verifiable sources. As of now, there is no FINRA registration, securities licensing information, or notable performance achievements for Ned Morgan that can be confirmed.

Ned Morgan's questions to FTAI Aviation (FTAI) leadership

Question · Q3 2025

Ned Morgan asked about the expected pace and scale of long-term partnerships, whether future deals would align more with major U.S. carrier or Finnair deals, and the potential margin impact of these partnerships.

Answer

Joe Adams, Chairman and CEO of FTAI Aviation, expressed optimism about the pace of investment in the $300 billion market. He clarified that SCI business margins are similar to other third-party customers, with an expected improvement to 40% next year. He also noted an increase in larger orders from existing customers, indicating a trend towards more comprehensive engagements.

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Question · Q3 2025

Ned Morgan asked about the expected pace and scale of future long-term partnerships, comparing them to the major U.S. carrier deal or the Finnair deal, and sought comment on the potential margin impact of these partnerships.

Answer

Joe Adams, Chairman and CEO, expressed optimism about the pace of investment in the $300 billion market, noting that SCI margins and profitability are similar to other third-party customers but are 100% committed. He anticipates continued growth in larger orders from existing customers and an overall margin improvement to 40% next year.

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Ned Morgan's questions to Rocket Lab (RKLB) leadership

Question · Q2 2025

Ned Morgan, on for Andre Madrid, asked if Rocket Lab is considering partnerships for the Golden Dome program and questioned the difference in financial upside between winning the SDA Tranche 3 contract as a prime versus a subcontractor.

Answer

CEO Sir Peter Beck stated that due to Rocket Lab's high degree of vertical integration, there is less need to form partnerships to deliver a complete solution. CFO Adam Spice clarified that the payload component, such as what GEOST provides, represents about 30% of the total platform value, making the opportunity significantly larger as a prime contractor, which is the company's goal.

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