JEF航空、国防和航空公司活动：电动垂直起降（eVTOL）和国防技术峰会+CRS参观

Sheila Kahyaoglu * | Equity Analyst+1 (212) 336-7216 | sheila.kahyaoglu@jefferies.comChloe Lemarie, CFA ^ | Equity Analyst+33 1 8665 6326 | clemarie@jefferies.comGreg Konrad, CFA * | Equity Analyst+1 (212) 284-2391 | gkonrad@jefferies.comEllen Page * | Equity Associate+1 (212) 323-3381 | epage@jefferies.comKyle Wenclawiak * | Equity Associate+1 (212) 323-7671 | kwenclawiak@jefferies.comBen Brown ‡ | Equity Associate+44 (0) 20 7548 5070 | ben.brown@jefferies.comConor Walters * | Equity Associate+1 (212) 323-3395 | cwalters@jefferies.comEegan McDermott * | Equity Associate+1 (212) 323-3325 | emcdermott1@jefferies.com •Aftermarket Summit| Wed, June 4•Confirmed Participants: ADC, GA Telesis, Ontic, Setna IO, TAT Technologies, Unical,VAS•Business Jet Summit| Thurs, June 5•Confirmed Participants: Cirrus, Corporate Jet Investor, ERJ, GAMA, Guardian Jet,Honda Aircraft, Mesinger Jet Sales, Solairus, TXT, Wheels Up, WingX•Airlines Summit| Tue, June 10•Confirmed Participants: Azul, Air France, Breeze, CAE, EL AL, easyJet, Frontier, LATAM,Norwegian, Ryanair, SWAPA, UAL (1x1s Only), Wizz Air, WLFC•Space Summit| Tue, June 24•Confirmed Participants: MDA, Orbion, Rocket Lab, Space42, True Anomaly VastPlease reach out to the team or your Jefferies sales representative to register for Roadshows and MgmtMeetings.Please see important disclosure information on pages 11 - 15 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Expos/ConferencesNEW - Tuesday, May 27, at 3PM ETExpectations for the Commercial Aero Ramp w/ AeroDynamic Advisory's Richard AboulafiaRegistration Link:https://jefaero.open-exchange.net/session/42876/meeting/575816Bio:•Richard Aboulafiajoined AeroDynamic Advisory as a Managing Director in January 2022.Since 1988, he has tracked aircraft programs, markets, and companies as an analyst andconsultant. He manages consulting projects in the commercial and military aviation field andanalyzes broader defense and aerospace market and industry trends. He has advised numerousaerospace companies, including most prime and many second- and third-tier contractors inthe US, Europe and Asia. Prior to joining AeroDynamic, he was Vice President of Analysis atTeal Group. There, in addition to his aviation and defense consulting role, he wrote and editedTeal Group’s World Military and Civil Aircraft Briefing, a forecasting and analysis tool coveringover 135 aircraft programs and markets. Before he joined Teal Group in 1990, he analyzed thejet engine market at Jane’s Information Group, served as an aerospace industry consultantfor an international trade advisory company and supported research projects at the BrookingsInstitution. He has a Master’s degree in War Studies from King’s College, University of Londonand a Bachelor’s degree from George Washington University.NEW - Tuesday, May 27Jefferies Defense Tech Summit.NEW - Wednesday, May 28Jefferies eVTOL/AMM SummitPlease see important disclosure information on pages 11 - 15 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. .NEW - Tuesday, June 3in Washington, DCDC Defense Bus Tour (LMT, GD, LDOS, NOC)Schedule:June 2nd, 2025•Dinner with Defense Department Contacts•Time:6:00PM – 7:30 PM•Location:TBD; Restaurant in Washington, DC•Contacts Participating: TBDJune 3rd, 2025•Northrop Grumman (NOC)•Time:8:15 AM – 9:15 AM•Location:2980 Fairview Park Drive, Falls Church, VA•Management Participating: Kathy Warden, CEO, Ken Crews, CFO, and Todd Ernst, VPof Investor Relations/Treasurer•General Dynamics (GD)•Time:10:00 AM – 11:00 AM•Location:11011 Sunset Hills Road, Reston, VA. 20190•Management Participating: Phebe Novakovic, CEO, Kimberly Kuryea, CFO, GarrettHilbelink & Nicole Shelton IR•Science Applications International Corporation (SAIC)•Time:11:30 AM – 12:30 PM•Location:12010 Sunset Hills Road, Reston VA. 20190•Management Participating: TBD•Leidos (LDOS)Please see important disclosure information on pages 11 - 15 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. •Time:1:00 PM – 2:00 PM•Location:1750 Presidents St, Reston, VA 20190•Management Participating: Chris Cage, EVP & CFO•Lockheed Martin Corporation (LMT)•Time:3:00PM – 4:00 PM•Location:6801 Rockledge Drive, Bethesda, MD 20817•Management Participating:Evan Scott, CFONEW - Wednesday, June 4Jefferies Aftermarket/MRO Summit.NEW - Thursday, June 5Jefferies Business Jet Summit.NEW - Monday, June 9, at 3PM ETPlease see important disclosure information on pages 11 - 15 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Talking DOGE + Budgets w/ Former Sec. of US Air Force - Deborah Lee JamesRegistration Link:https://jefaero.open-exchange.net/session/42876/meeting/575833Bio:•Deborah Lee James, Former US Secretary of the Air Force: Ms. James served as the 23rdSecretary of the United States Air Force from Decembe