Sebastian Rivera

TechnologyIndustrials

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

2

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas3 topics

Demand2M&A1Geographic Expansion1

Question History2 questions

LDOSLeidos1 quarter

2026 Q1

if you have seen an increase in demand related to the conflict in Iran, specifically around your Sea Dart that I believe can be used for demining

DemandGeographic ExpansionView in transcript →

TDGTransDigm Group1 quarter

2026 Q1

If you could maybe provide any color on how you're looking at the combined growth profile for JP VSA in 2026

M&ADemandView in transcript →