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    Benjamin Luke McFadden

    Research Analyst at William Blair

    Benjamin Luke McFadden is an Equity Research Associate at William Blair, specializing in coverage of industrial and business services companies, with recent focus on firms such as UniFirst and Vestis. He is actively involved in earnings calls and financial analysis, providing detailed insights on cost structures, labor trends, and capital efficiency for these companies, though third-party quantitative performance metrics or published rankings are not yet available. McFadden began his finance career after earning a bachelor's degree from Johns Hopkins University in 2019, held analyst positions at Cowen and Wertz York Capital Management, and joined William Blair in 2025. He is FINRA registered with William Blair and maintains appropriate securities licenses for his role.

    Benjamin Luke McFadden's questions to Vestis (VSTS) leadership

    Benjamin Luke McFadden's questions to Vestis (VSTS) leadership • Q2 2025

    Question

    Benjamin Luke McFadden, on for Tim Mulrooney, asked when the gap between new and lost business is expected to turn positive and for an update on the demand environment, including client conversations about tariffs and the macro outlook.

    Answer

    CFO Kelly Janzen expressed optimism that the new vs. lost business gap will continue to narrow but did not provide a specific timeline for it to turn positive, citing strong momentum in new sales. Interim CEO Phillip Holloman added that the sales team is now fully staffed and productivity is rising. Regarding demand, Holloman stated they have not seen a 'groundswell' of concern from customers about staffing or needs and that new business momentum indicates a strong market.

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    Benjamin Luke McFadden's questions to WillScot Holdings (WSC) leadership

    Benjamin Luke McFadden's questions to WillScot Holdings (WSC) leadership • Q3 2024

    Question

    Speaking for Tim Mulrooney, Benjamin Luke McFadden questioned the potential impact of falling interest rates on transactional modular units and asked about the outlook for seasonal retail demand in the storage business for Q4.

    Answer

    President and CFO Timothy Boswell stated that certainty around interest rates is as important as the cuts themselves and will be a net benefit for transactional volumes. He confirmed that the seasonal Q4 build in storage units is occurring as expected, with unit counts rising sequentially into October, aligning with prior forecasts for the retail sector.

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    Benjamin Luke McFadden's questions to Concrete Pumping Holdings (BBCP) leadership

    Benjamin Luke McFadden's questions to Concrete Pumping Holdings (BBCP) leadership • Q3 2024

    Question

    Benjamin Luke McFadden, on behalf of Tim Mulrooney from William Blair, asked for the company's perspective on positive nonresidential construction data from Dodge and the potential impact of future interest rate cuts. He also inquired about current equipment utilization rates.

    Answer

    Executive Bruce Young explained that the benefits from new project starts reported by Dodge would likely materialize in the second half of fiscal 2025 due to project timelines. He stated that current equipment utilization is around 70%, below the 80% efficiency level, providing ample capacity for a recovery. Executive Iain Humphries added that this capacity allows for reduced CapEx and strong free cash flow generation.

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