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Sheila Cuygle

Managing Director in Equity Research at Jefferies

Sheila Kahyaoglu is a Managing Director in Equity Research at Jefferies, specializing in coverage of the Aerospace, Defense, and Airlines sectors, with extensive focus on companies such as Boeing, Heico, TransDigm, Delta, and United. Known for her high-accuracy forecasts and strong performance metrics, she ranks in the top 3% of Wall Street analysts with a 64% success rate and average returns of 12.9% per recommendation, including standout calls like a 127% return on AeroVironment. Sheila joined Jefferies in March 2012 after analyst roles at Credit Suisse and JPMorgan and has consistently been ranked #1 or #2 in Institutional Investor’s All-America Research poll since 2020, earning multiple Rising Star distinctions. She holds 53 state securities licenses and 2 FINRA registrations, supported by two decades of industry experience.

Sheila Cuygle's questions to Woodward (WWD) leadership

Question · Q4 2025

Sheila Cuygle (represented by Kyle) asked for clarification on the 'muted' commercial aftermarket growth forecast for next year, specifically how LEAP and GTF growth compares to legacy engines by late calendar 2026, and the magnitude of any pull-forward or advanced buying observed in 2025. She also requested additional color on the 5% price realization forecast for next year, including its weighting by segment and subsegment.

Answer

Chairman and CEO Chip Blankenship explained that strong repair growth is expected for LEAP and GTF, with flat to slight growth for V2500 and CFM56. The 'muted' top-line growth is primarily due to lumpy spare end item orders in 2025, which are not currently forecasted to recur. CFO Bill Lacey confirmed the 5% price realization at the total Woodward level, noting that aerospace will slightly outpace industrial due to the JDAM price increase and catalog growth, while industrial will also see good price results.

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