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    Alex Hantman • Sidoti & Company, LLC

    Alex Hantman's questions to Aaon Inc (AAON) leadership

    Alex Hantman's questions to Aaon Inc (AAON) leadership • Q2 2025

    Question

    Alex Hantman inquired about the margin profile of the current backlog, specifically how it is protected by recent price increases and tariff surcharges. He also asked about any demand impact from recent legislative acts like the 'One Big Beautiful Bill Act'.

    Answer

    CEO Matt Tobolski clarified that the AAON brand backlog is favorably priced and will see a meaningful, margin-accretive impact from the 3% price increase and 6% tariff surcharge in the second half of the year. The Basics brand backlog is considered more margin-neutral due to escalation clauses and long-term supply contracts. He noted that recent legislation has provided a positive sentiment lift for US investment but has not been a 'light switch' driver of demand.

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    Alex Hantman's questions to Comfort Systems USA Inc (FIX) leadership

    Alex Hantman's questions to Comfort Systems USA Inc (FIX) leadership • Q2 2025

    Question

    Alex Hantman from Sidoti & Company asked for color on growth prospects for the remainder of 2025 and into 2026, given the strong backlog, and sought clarification on the outlook for "solid earnings."

    Answer

    EVP & COO Trent McKenna highlighted the robust project pipelines supporting future growth. CEO Brian Lane added that the service business is also showing consistent growth. EVP & CFO William George expressed strong confidence in meeting foreseeable demand profitably but did not provide specific margin guidance, while CEO Brian Lane pointed to the strong gross margin as a positive indicator for future results.

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    Alex Hantman's questions to Comfort Systems USA Inc (FIX) leadership • Q2 2025

    Question

    Alex Hantman from Sidoti & Company asked for color on the company's growth outlook for the remainder of 2025 and into 2026, given the strong backlog. He also sought clarification on whether the term 'solid earnings' implies a continuation of current high levels or a return to historical norms.

    Answer

    EVP & COO Trent McKenna explained that while backlog is lumpy, the company's future project pipelines remain robust even after strong Q2 bookings. CEO Brian Lane added that the service business is also contributing consistent growth. Regarding earnings, EVP & CFO William George expressed bullishness, citing strong demand and execution capabilities, though he did not provide specific margin guidance. Mr. Lane reiterated optimism, pointing to the strong 22.5% gross margin as evidence of favorable pricing and excellent execution.

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    Alex Hantman's questions to Varex Imaging Corp (VREX) leadership

    Alex Hantman's questions to Varex Imaging Corp (VREX) leadership • Q2 2025

    Question

    Alex Hantman of Sidoti & Company asked if the Industrial business is facing a tariff impact and whether medical products are more likely to receive tariff exemptions in China. He also inquired about the expected change in annual net interest expense following the repayment of the company's convertible notes.

    Answer

    CEO Sunny Sanyal explained the Industrial business sees a cost-side tariff impact from globally sourced components, which Varex plans to pass on to customers. He noted it's undetermined if Chinese customers will receive medical exemptions. CFO Sam Maheshwari projected that annual net interest expense will fall to the $29-$30 million range after the convertible notes are paid down in June.

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    Alex Hantman's questions to Astec Industries Inc (ASTE) leadership

    Alex Hantman's questions to Astec Industries Inc (ASTE) leadership • Q4 2024

    Question

    Alex Hantman of KeyBanc Capital Markets Inc. inquired about the progress on resolving manufacturing inefficiencies and sought clarity on what constitutes a normalized backlog level for the Infrastructure Solutions segment.

    Answer

    CEO Jaco van der Merwe highlighted a steady, quarter-over-quarter reduction in manufacturing inefficiencies, noting Q4 was one of the lowest despite seasonal factors. Regarding the backlog, he explained that while the overall number has moderated due to strong invoicing and mobile equipment destocking, the backlog for core asphalt and concrete plant equipment remains strong, with some product lines already booking into late 2025.

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    Alex Hantman's questions to Beazer Homes USA Inc (BZH) leadership

    Alex Hantman's questions to Beazer Homes USA Inc (BZH) leadership • Q4 2024

    Question

    Alex Hantman, on behalf of Julio Romero-Alarcon, inquired about management's confidence in the fiscal 2025 community count ramp and recent sales pacing trends in October compared to September.

    Answer

    Executive David Goldberg affirmed strong confidence in the community count growth, citing an expanded land position and clear visibility into new communities. Chairman and CEO Allan Merrill added that October sales momentum was robust and comparable to September's, even as the company began reducing incentives, and noted an encouraging increase in higher-margin to-be-built home sales.

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    Alex Hantman's questions to Primoris Services Corp (PRIM) leadership

    Alex Hantman's questions to Primoris Services Corp (PRIM) leadership • Q3 2024

    Question

    Alex Hantman requested more color on the specific drivers behind the increased activity in the communications business and asked for the solar revenue figure for the third quarter.

    Answer

    CEO Tom McCormick detailed that the growth in communications is primarily driven by fiber-related work, including building fiber rings for data centers and hyperscalers, as well as fiber-to-the-home initiatives. He also specified that solar revenues for the third quarter were a little over $450 million.

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    Alex Hantman's questions to Arcosa Inc (ACA) leadership

    Alex Hantman's questions to Arcosa Inc (ACA) leadership • Q3 2024

    Question

    Alex Hantman, on for Julio Romero, asked about the opportunity to cross-sell legacy Arcosa products into Stavola's footprint and inquired about the expected pacing of the company's deleveraging plan.

    Answer

    Executive Antonio Carrillo sees significant potential to expand the recycled aggregates business in Stavola's Northeast markets, citing the availability of raw material from aging infrastructure. Regarding deleveraging, Carrillo reiterated the 18-month goal to return to the target leverage ratio. He outlined that this will be achieved through a combination of lower growth CapEx, disciplined working capital management, and expected earnings growth in 2025, all of which will generate cash for debt reduction.

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    Alex Hantman's questions to Silgan Holdings Inc (SLGN) leadership

    Alex Hantman's questions to Silgan Holdings Inc (SLGN) leadership • Q3 2024

    Question

    Alex Hantman, on for Gabe Hajde, asked about consumer health and promotional activity across geographies, the pricing outlook for 2025, and the reason for maintaining free cash flow guidance despite lower earnings and higher CapEx.

    Answer

    An executive explained that in Europe, the trend is a trade to private label, while in the U.S., promotions are successful in home and personal care but less so for isotonics. For 2025, they anticipate flat-to-down pricing for U.S. tinplate and stable prices in Europe. SVP and CFO Kimberly Ulmer stated that the $375 million free cash flow guidance is maintained due to expected working capital benefits, primarily from lower inventory, which offsets the earnings adjustment. President and CEO Adam Greenlee noted the CapEx increase includes Weener.

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