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Adam Baumgarden

Vice President and Equity Research Analyst at Vertical Research Partners

Adam Baumgarten is a Vice President and Equity Research Analyst at Vertical Research Partners, specializing in the coverage of building products manufacturers, distributors, and contractors. He covers publicly traded companies in the building products sector such as Builders FirstSource and Louisiana-Pacific, having participated in related earnings calls and industry coverage lists, and was recognized as an Institutional Investor Rising Star in 2017 for the Homebuilders & Building Products sector. Baumgarten began his career with roles in equity research at Credit Suisse, Macquarie, and Oppenheimer, later serving as Managing Director at Zelman & Associates before joining Vertical Research Partners. He holds a B.S. in Finance from Indiana University's Kelley School of Business and demonstrates industry credibility through sector awards and a strong research background, although specific performance metrics and FINRA licenses are not publicly listed.

Adam Baumgarden's questions to James Hardie Industries (JHX) leadership

Question · Q2 2026

Adam Baumgarden asked for additional color on how customers are thinking about calendar year 2026, beyond the reported seven-week backlog, based on quarterly surveys.

Answer

Jon Skelly, President of AZEK Residential, reiterated that survey results show consistent backlogs and outlook. He noted that outdoor living remains a positive category within repair and remodel, driven by material conversion and consumer desire for outdoor time, contributing to a stable outlook for contractors and dealers. CEO Aaron Erter added that adopting these comprehensive dealer and contractor surveys company-wide helps gain closer customer insights and future viewpoints.

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