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    Stephen Strackhouse

    Research Analyst at RBC Capital Markets

    Stephen Strackhouse is an Equity Research Associate at RBC Capital Markets, specializing in coverage of the aerospace and defense sector within the Research Division. He has participated in earnings calls and published research focused on companies such as AAR Corp and AeroVironment Inc, demonstrating analytical expertise and consistent performance in sector-specific coverage. Since joining RBC Capital Markets in 2021, Strackhouse has contributed to the firm's research output while building experience in financial modeling and company analysis, following a background supporting senior analysts in the space. His professional credentials include active FINRA registration and securities licenses required for equity research roles at a major investment bank.

    Stephen Strackhouse's questions to AeroVironment (AVAV) leadership

    Stephen Strackhouse's questions to AeroVironment (AVAV) leadership • Q4 2025

    Question

    Stephen Strackhouse, on behalf of Ken Herbert at RBC Capital Markets, asked for a revenue breakdown between legacy AeroVironment and BlueHalo in the FY26 outlook, the expected profitability across the two new segments, and the free cash flow outlook for the year.

    Answer

    CFO Kevin McDonnell directed the question on revenue breakdown to the pro forma figures provided in the earnings presentation. Regarding profitability, he noted the Autonomous Systems segment's profile is similar to the legacy AV business. McDonnell guided for positive cash conversion in FY26, with working capital improvements expected to offset higher capital expenditures. CEO Wahid Nawabi added that the increased investment is a deliberate strategy to capture significant growth opportunities.

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    Stephen Strackhouse's questions to AerSale (ASLE) leadership

    Stephen Strackhouse's questions to AerSale (ASLE) leadership • Q4 2024

    Question

    Stephen Strackhouse of RBC Capital Markets, on behalf of Ken Herbert, asked about the organic growth outlook for MRO services and the potential for using AerAware in a testimonial to demonstrate its safety benefits following recent industry incidents.

    Answer

    CFO Martin Garmendia projected that component MRO revenue and margins would increase in 2025 due to efficiency gains, but noted a temporary Q1 decline in heavy MRO at the Goodyear facility, with a recovery expected in Q2 and H2. CEO Nicolas Finazzo addressed the AerAware question by stating that while he couldn't comment on a specific incident, the system's ability to dramatically improve a pilot's situational awareness and visibility, especially at night, is a significant safety enhancement.

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