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    Brandon Daniel

    senior analyst at [indiscernible] Capital

    Brandon Daniel is a senior analyst at [indiscernible] Capital, specializing in equity research within the healthcare and life sciences sectors. He covers a portfolio that includes high-profile companies such as Danaher, Agilent, and Revvity, and is recognized for a robust performance record with above-industry-average success rates and positive average returns from investment recommendations. Since starting his finance career in the early 2010s and advancing from roles at top-tier investment banks, Daniel joined [indiscernible] Capital in 2021 as a Vice President, leveraging prior experience to provide actionable insights for institutional clients. He holds active FINRA Series 7 and Series 63 registrations and has been noted for his analytical rigor and contributions to top-ranked teams in independent analyst surveys.

    Brandon Daniel's questions to AstroNova (ALOT) leadership

    Brandon Daniel's questions to AstroNova (ALOT) leadership • Q2 2025

    Question

    The analyst questioned the implied low profitability of MTEX in the FY26 guidance and challenged the rationale of the MTEX acquisition as a better use of capital compared to a share buyback, seeking clarity on future capital allocation and shareholder returns.

    Answer

    The executive explained the FY26 guidance reflects a delay in the margin improvement timeline due to MTEX's integration challenges. The acquisition's value is in its high-margin technology, which will be integrated into future products. The immediate capital allocation priority is debt repayment and organic investment, with other options like buybacks remaining under consideration.

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