Sign in

    Brad Hewitt

    Research Analyst at Wolfe Research, LLC

    Brad Hewitt is an analyst at Wolfe Research, specializing in equity research with a focus on diversified industrial and manufacturing companies. He has covered firms such as Janus International Group and Nordson Corporation, providing stock ratings and initiating coverage reports with actionable investment calls, including a recent Outperform rating and price target for Janus International. With his tenure at Wolfe Research and track record of detailed sector analysis, Hewitt has contributed to the firm's research platform with both quantitative and qualitative evaluations. While detailed third-party rankings and licensing information are not publicly available, his role at Wolfe Research underscores his professional standing in the field.

    Brad Hewitt's questions to NORDSON (NDSN) leadership

    Brad Hewitt's questions to NORDSON (NDSN) leadership • Q3 2025

    Question

    Brad Hewitt of Wolfe Research LLC asked about the implied organic sales deceleration in the Q4 outlook and questioned if the Advanced Technology Solutions (ATS) segment's margin is at a normalized run-rate in the 24-25% range.

    Answer

    EVP & CFO Daniel Hopgood explained the Q4 year-over-year comparison is tougher for some systems businesses, which mutes the growth rate, but noted the guidance implies a modest sequential sales increase from Q3. President & CEO Sundaram Nagarajan stated that a 24-25% EBITDA margin for ATS seems reasonable at current revenue levels but cautioned that the segment requires significant ongoing R&D investment, which is a key factor in its cost structure.

    Ask Fintool Equity Research AI

    Brad Hewitt's questions to ZEBRA TECHNOLOGIES (ZBRA) leadership

    Brad Hewitt's questions to ZEBRA TECHNOLOGIES (ZBRA) leadership • Q2 2025

    Question

    Brad Hewitt asked about capital allocation priorities following the Elo acquisition, given the pro forma leverage of around two turns. He also inquired about Elo's historical organic growth profile from 2019-2024 and whether the expected revenue synergies are incremental to its 5-7% growth algorithm.

    Answer

    CEO Bill Burns affirmed that the near-term focus will be on integrating Elo, but the overall capital allocation strategy remains unchanged, balancing organic growth, strategic M&A, and shareholder returns. CFO Nathan Winters stated Elo's historical growth profile is very similar to Zebra's. He noted the $25 million in synergies includes cost savings and go-to-market benefits that could help achieve the higher end of the 5-7% growth target.

    Ask Fintool Equity Research AI

    Brad Hewitt's questions to SPX Technologies (SPXC) leadership

    Brad Hewitt's questions to SPX Technologies (SPXC) leadership • Q2 2025

    Question

    Brad Hewitt of Wolfe Research, LLC asked for details on the Q3 guidance for organic growth and margins by segment, and what factors would prompt an acceleration of investments in the data center market.

    Answer

    CFO Mark Carano outlined the second-half outlook, projecting mid-teens growth for HVAC (two-thirds organic) with margin expansion, and ~10% organic growth for D&M with some margin compression from tariffs and investments. President & CEO Gene Lowe responded that the company is already 'feeling even more bullish' on data centers and is fully supporting growth, not throttling back investments.

    Ask Fintool Equity Research AI

    Brad Hewitt's questions to ITT (ITT) leadership

    Brad Hewitt's questions to ITT (ITT) leadership • Q2 2025

    Question

    Brad Hewitt asked for help understanding the building blocks for year-over-year accretion from the Svanohoi and Kesaria acquisitions into 2026. He also inquired about order activity trends in the short-cycle Industrial Process business through Q2 and into July.

    Answer

    CFO Emmanuel Caprais stated that both acquisitions are outperforming plans and guided that investors should expect around 100 basis points of margin improvement annually from acquisitions on average. CEO Luca Savi described Q2 short-cycle IP orders as the second-highest ever, with no unusual trend changes, noting that a slightly softer July is a typical seasonal pattern.

    Ask Fintool Equity Research AI

    Brad Hewitt's questions to GRACO (GGG) leadership

    Brad Hewitt's questions to GRACO (GGG) leadership • Q2 2025

    Question

    Brad Hewitt of Wolfe Research LLC asked how Graco's contractor segment outlook aligns with paint volume forecasts from channel partners and questioned the change in guidance regarding the previously mentioned revenue headwind from China.

    Answer

    President and CEO Mark Sheahan stated their outlook is global and broader than just paint, with easier H2 comps supporting their forecast. CFO David Lowe agreed the market is 'choppy.' VP & Controller Christopher Knutson explained the China headwind was removed from the outlook due to a market recovery, particularly in powder coating, though it remains a disclosed risk factor.

    Ask Fintool Equity Research AI

    Brad Hewitt's questions to GRACO (GGG) leadership • Q2 2025

    Question

    Brad Hewitt of Wolfe Research asked how Graco's contractor volume expectations align with a key customer's negative outlook on paint volumes and inquired about the status of the previously mentioned revenue headwind from China.

    Answer

    CEO Mark Sheahan noted Graco's forecast is global and covers a broader product range than just paint, including spray foam and protective coatings, and benefits from easier comps in the second half. VP & Controller Christopher Knutson clarified that while China exposure remains a risk factor in the 10-Q, it is no longer considered a headwind in the active outlook due to a market recovery, particularly in powder coating.

    Ask Fintool Equity Research AI