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Bryan Francis Blair

Managing Director and Senior Equity Research Analyst at Oppenheimer & Co. Inc.

Bryan Francis Blair is a Managing Director and Senior Equity Research Analyst at Oppenheimer & Co. Inc., specializing in industrial machinery and flow control companies with a particular focus on the water sector. He is known for covering a range of listed industrials, including leading pump, valve, filtration, and water infrastructure names, where his recommendations have generated strong long-term returns and high success rates as tracked by third-party performance platforms. Over a career spanning more than a decade on the sell side, Blair has advanced through progressively senior analyst roles at major investment firms before assuming his current leadership position at Oppenheimer. He holds the required U.S. securities licenses, maintains active FINRA registration as a research analyst, and has been recognized in industry rankings and investor surveys for the quality and impact of his stock calls.

Bryan Francis Blair's questions to DONALDSON Co (DCI) leadership

Question · Q1 2026

Bryan Francis Blair asked about the first-fit and aftermarket revenue for Industrial Filtration Solutions (IFS) in fiscal Q1, its contribution to full-year growth, and the progress on increasing connected machines by over 30% this year. He also inquired about the structural benefits realized to date from footprint optimization and anticipated efficiencies as initiatives conclude.

Answer

CFO Brad Pogalz stated that both first-fit and replacement sales in IFS were up, with power generation performing strongly. CEO Tod E. Carpenter confirmed the company is on target to connect between two and three thousand dust collectors this year. Regarding footprint optimization, CFO Brad Pogalz noted limited structural benefits to date, highlighting a $9 million gain on sale from a UK plant and anticipating benefits to build in the second half of fiscal 2026 as new production ramps up. CEO Tod E. Carpenter added that all planned benefits are incorporated into the current guidance.

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