Sign in

You're signed outSign in or to get full access.

Pete Skibitzky

Research Analyst at Alembic Global Advisors

Pete Skibitsky is Director of Aerospace & Defense Equity Research at Alembic Global Advisors, specializing in the analysis of major defense contractors and industrial companies. He covers core names in the aerospace and defense sectors such as Elbit Systems and RBC Bearings, providing in-depth research and frequent participation on earnings calls. Skibitsky has held his current role since at least 2021, following previous industry experience, and is recognized for his deep sector knowledge and analytical rigor. He holds a B.S. in Computer Science and is based in Alpharetta, Georgia.

Pete Skibitzky's questions to AeroVironment (AVAV) leadership

Question · Q2 2026

Pete Skibitzky with Alembic Global asked for clarification on the Army's Long-Range Reconnaissance (LRR) program, specifically whether AeroVironment's P550 is now a sole-source solution or if an ongoing competition is expected. He also inquired about the P550's export clearance status, the number of countries it can be exported to, and the expected growth of its international market.

Answer

Chairman, President, and CEO Wahid Nawabi explained that the LRR program is likely to involve at least two players, with the best-performing vendor receiving the lion's share of volume, and AeroVironment expects a large share due to strong customer satisfaction. He confirmed that the P550 was developed as a non-ITAR product in its base configuration, making it exportable to almost every customer that buys Puma and Raven, with the international market expected to be equally large, if not larger, than the domestic market.

Ask follow-up questions

Fintool

Fintool can predict AeroVironment logo AVAV's earnings beat/miss a week before the call

Pete Skibitzky's questions to CURTISS WRIGHT (CW) leadership

Question · Q3 2025

Pete Skibitzky asked about the visibility and growth outlook for the Switzerland-based turret drive stabilization business within Defense Electronics, given new orders from key customers like Rheinmetall, and sought clarification on its pricing model.

Answer

Chair and CEO Lynn Bamford stated that the turret drive stabilization business, after a slow period, is now seeing orders pick up, highlighting a strong relationship with Rheinmetall and the XM-30 win. She declined to discuss specific pricing but noted the product's applicability to some commercial markets (e.g., tilting trains), indicating it's not solely subject to FAR regulations.

Ask follow-up questions

Fintool

Fintool can predict CURTISS WRIGHT logo CW's earnings beat/miss a week before the call