JEF Aero, Def, & Airline Events: EPS in NYC

Research evidence excerpt

JEF Aero, Def, & Airline Events: EPS in NYC

ect security(ies) and subject

company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressed

in this research report.

I, Ceara Perry, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subject

I, William Healey, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subject

As is the case with all Jefferies employees, the analyst(s) responsible for the coverage of the financial instruments discussed in this report receives compensation

based in part on the overall performance of the firm, including investment banking income. We seek to update our research as appropriate, but various regulations

may prevent us from doing so. Aside from certain industry reports published on a periodic basis, the large majority of reports are published at irregular intervals

as appropriate in the analyst's judgement.

Investment Recommendation Record

(Article 3(1)e and Article 7 of MAR)

Recommendation Published July 10, 2026 18:05 P.M.

Recommendation Distributed July 12, 2026 17:00 P.M.

Company Specific Disclosures

Jefferies International Limited is acting as financial advisor to Airbus on its definitive agreement to acquire certain industrial assets from Spirit Aerosystems Inc.

Jefferies is acting as exclusive financial advisor to Booz Allen on the proposed acquisition of Ultra I C Mission Solutions Ultra Mission Solutions

Recipients located in Brazil should be aware that this communication is intended exclusively for institutional or professional investors The views expressed