Sign in

    Brett Kearney

    Research Analyst at American Rebirth Opportunities

    Brett Kearney is Managing Member at American Rebirth Opportunity Partners LLC, specializing in equity research and portfolio management with a focus on U.S.-listed industrial and cyclical companies. He has covered companies including Lindsay Corporation, engaging directly with management on earnings calls and investment evaluations, and has leveraged prior roles as Portfolio Manager at Gabelli Funds LLC and Research Analyst at G.research LLC. With a career beginning in 2017, Brett advanced through various investment research and management positions before co-founding American Rebirth Opportunity Partners. He holds professional credentials in investment management, overseeing both research and trading operations in his current capacity.

    Brett Kearney's questions to LINDSAY (LNN) leadership

    Brett Kearney's questions to LINDSAY (LNN) leadership • Q1 2025

    Question

    Brett Kearney from American River Opportunity Partners requested an update on the progress of capital expenditure projects for the fiscal year, with a specific focus on the expansion at the Lindsay, Nebraska facility.

    Answer

    CEO Randy Wood confirmed that the company's CapEx projects, including the key Nebraska facility expansion, are progressing as planned. He noted that while there have been minor weather issues, they were accounted for in the timeline and there are currently no red flags or concerns about the project's schedule.

    Ask Fintool Equity Research AI

    Brett Kearney's questions to LINDSAY (LNN) leadership • Q4 2024

    Question

    Brett Kearney inquired about the geographic opportunity set for the infrastructure business, specifically the domestic versus international outlook for fiscal 2025. He also asked about the company's product innovation strategy, including both internal development and potential external acquisitions.

    Answer

    CFO Brian Ketcham stated that near-term growth in fiscal 2025 for the infrastructure segment is expected to be primarily U.S.-based, supported by federal funding, although the long-term sales funnel includes global opportunities. Executive Randy Wood emphasized that technology and innovation are key differentiators, highlighting continued investment in platforms like FieldWise and connected devices to drive recurring revenue and conserve resources for customers, even during down cycles.

    Ask Fintool Equity Research AI