Aerospace & Defense Electronics Equity Research

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Aerospace & Defense Electronics Equity Research

USA | Aerospace & Defense Electronics EquityJulyResearch5, 2026

JEF Aero, Def, & Airline Events: NYC for AVAV

Analyst Day & July Events Preview

This week, we stay local in NYC for the AVAV investor day in NYC. Looking

ahead, we are scheduled for a busy July full of events including EPS in NYC, a

LMT roadshow, and the Farnborough Air Show July 19-21 with >40 confirmed

company meetings. We also look forward to our Industrials Conference in

September with >60 confirmed companies and dinners with LOAR, WWD, CAE,

LUV, TXT, and more.

A&D Website

The A&D and Airlines team has consolidated its events on our website!

https://jefaero.open-exchange.net/welcome

Bespoke Jefferies Events

July 19-21, 2026: Farnborough Air Show & Cocktail Reception w/ Airbus, Albany International,•

ATI, Avolon Aerospace Leasing, BAE Systems, BETA, BOC Aviation, CAE, Chromalloy,

Crane, Ducommun, Eaton Corporation, ESLT, Embraer, FLY, GE, HEI, HXL, IAG, ITP Aero,

JetZero, Joby Aviation, Karman, Leonardo, LOAR, Montana Aerospace, Moog, Otto Aerospace,

Parker Hannifin, QinetiQ, RBC Bearings, SARO, TXT, Vertical Aerospace, VSEC, WWD, YSS -

Farnborough, UK

July 28, 2026: LMT CFO NDR - NYC•

November 2026: UT Game and Austin Defense Tech Trip (loading)•

Conferences

Sept 9-10, 2026: JEF Industrial Conf (In Progress) w/ 60+ Companies Registered Thus Far•

NYC w/ AAL, ARXS, Astronics, ATS Corp, AVAV, AVEX, BAH, BKSY, CAE, CDRE, CSG, CRS,

Dassault, Ducommun, ESLT, EVEX, Epirus, FLY, Forterra, FTAI, HAWK, HEI, Huntington Ingalls,

HON, HWM, HXL, Joby, Kongsberg Gruppen, LDOS, Leonardo, LHX, LMT, LUV, MDA, Moog,

Montana Aerospace, MRCY, NXSN, Ondas, PDYN, PSN, Pursuit Aerospace, RDW, Rheinmetall,

Sheila Kahyaoglu * | Equity Analyst