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Analyst
Pete Skibitski
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 7%1 of 14 questions
- Companies
- 4questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 14 of 14 questions from 4 companies
HIIHuntington Ingalls Industries5 questions · 3 reporting periods · 1 of 5 challenging
Calendar 2025 Q4
Did you receive all the equipment from the supply chain that you expected in the fourth quarter on CVN 80?
Show response
All engine room material received, deck over complete, and CVN-80 is 50% erected in dry dock. Overtime invested to get back on schedule. Throughput accelerating on the program.
did you get all of your priorities through in the budget this past year that you wanted?
Show response
Universal support across reconciliation, FY26 budget, and potential FY27 budget. All programs fully supported. Execution is now the priority.
Calendar 2025 Q1
I probably not think that there's upward pressure on that 4% shipbuilding revenue growth guide in this type of backdrop
Show response
Kastner acknowledged medium-term upside potential from reconciliation, executive orders, and industrial base investments but declined to change guidance. The $50B includes existing planned contracts.
What time frame is reasonable for us to think about the current environment changing to one where positive EAC adjustments are more -- maybe more likely than not
Show response
Stiehle said Ingalls EACs are neutral not negative, driven by workforce experience gap and throughput challenges. No specific timeline given but confident the shipyard will turn the corner.
Calendar 2024 Q4
you'd recommend we assume sort of gradual improvements on shipbuilding margin through kind of to the end of the decade, maybe hitting that 9% mark
Show response
Stiehle indicated gradual margin improvement tracking revenue mix shift from pre-COVID to post-COVID contracts, not a step change. By 2027, majority of revenue from post-COVID contracts.
TXTTextron5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2025 Q2
one of your engine suppliers, Williams International announced a pretty sizable, I think they're calling a $1 billion expansion into Florida
Show response
Donnelly declined to comment on Williams' expansion specifics but praised the relationship and expects continued growth support for new programs.
Calendar 2025 Q1
The release stated that and I think you might have mentioned that Bell military sustainment volume was up year over year. Can you talk about where that's coming from
Show response
Donnelly said H1/V22 sustainment is somewhat lumpy on contract timing but fundamentally sustainable for many years as aircraft are flown daily.
is this a marketplace on the USB side that's really, you know, growing rapidly? You mentioned you dropped in classified earlier in your comments
Show response
Donnelly drew parallels to UAS proliferation and said USV market is growing. Tsunami program shows Textron can compete with new entrants.
Calendar 2024 Q4
is there anything on your radar in terms of new regulations or policies or the tariff issue that could be either positive or negative for the business
Show response
Donnelly flagged Mexico/Canada tariff exposure, especially Bell Mirabel and Pratt Canada engines, but said specifics remain unknown and company is taking no position.
this longer fiscal '25 continuing resolution, is that impacting your military programs at all
Show response
Donnelly said most programs are funded, not new starts. CR is disruptive but not materially impacting revenue. Expects resolution before new starts become a problem.
LMTLockheed Martin3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q3
Could you kind of tie it up for us in terms of the growth outlook on that program and any margin opportunities?
Show response
Evan noted 265 jets in backlog (before Lot 18-19 151 addition), sustainment as largest growth driver, margin opportunity from production groove. Jim described best-ever government collaboration on Block IV.
Calendar 2025 Q1
I was just wondering if you could give us your thoughts on just the availability impact that the new tariff regime could have?
Show response
Jim noted legal constraints already require non-Chinese sourcing plus stockpiles available. Maria confirmed sufficient quantity integrated into value chain to meet 2025 delivery commitments.
Calendar 2024 Q4
do you guys need additional supplemental bills to kind of get to those levels and sustain those levels?
Show response
Jay confirmed PAC-3 at 650, GMLRS at 14,000, Javelin at 4,000, HIMARS at 96, all with strong funding visibility, much already under contract, viewed as fairly low risk.
LHXL3Harris1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
I'm wondering if you're seeing the space pipeline, kind of excluding even HBTSS
Show response
CEO confirmed space pipeline in tens of billions. Noted opportunities across LEO, MEO and GEO orbits, mostly classified. Past performance positioning them well for competitions.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| HII Huntington Ingalls Industries | 5 | 20%1 of 5 questions |
| TXT Textron | 5 | 0%none of 5 questions |
| LMT Lockheed Martin | 3 | 0%none of 3 questions |
| LHX L3Harris | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 4 | 0%none of 4 questions | 3 |
| 2025 Q1 | 5 | 20%1 of 5 questions | 3 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q44 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2025 Q15 questions · challenge rate 20% (1 of 5 questions) · 3 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth5
- Demand4
- Regulation Policy4
- Supply Chain3
- Margin3
- Innovation & R&D2
- Guidance Reliability2
- Trade Tariffs2
- Product Launch1
- Competitive Dynamics1
Show all 11 topics
- Capex Investment1