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    Chris Moore • CJS Securities

    Chris Moore's questions to Acuren Corp (TIC) leadership

    Chris Moore's questions to Acuren Corp (TIC) leadership • Q2 2025

    Question

    Chris Moore of CJS Securities asked if the NV5 integration has uncovered opportunities beyond what was initially anticipated and questioned which areas of the combined Acurin and NV5 businesses would be most impacted by a potential economic slowdown.

    Answer

    CEO Tal Pizi confirmed that new opportunities are emerging daily, citing the ability to offer NV5's services through Acurin's Canadian footprint and bundle NDT services into NV5's projects. Regarding an economic slowdown, Pizi noted Acurin's resilience but mentioned potential discretionary spending cuts in the chemical sector. President & COO Ben Hurad stated that NV5 is focused on mandated services and feels they are past any downturn-related issues.

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    Chris Moore's questions to Aaon Inc (AAON) leadership

    Chris Moore's questions to Aaon Inc (AAON) leadership • Q2 2025

    Question

    Chris Moore asked for an outlook on the prolonged softness in the commercial rooftop market and questioned the fundamental reasons for the different long-term gross margin targets between the Basics brand and the higher-margin rooftop business.

    Answer

    CEO Matt Tobolski stated that while the non-residential market is soft, it appears to be at the bottom of the cycle, and AAON is outperforming it due to its national accounts and Alpha Class strategies. He explained there is no fundamental reason Basics cannot achieve margin parity with the rooftop segment over time; the current difference is due to the margin pressures of investing ahead of its rapid growth.

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    Chris Moore's questions to Alamo Group Inc (ALG) leadership

    Chris Moore's questions to Alamo Group Inc (ALG) leadership • Q2 2025

    Question

    Chris Moore of CJS Securities inquired about the forward visibility for the Vegetation Management division, the potential impact of tariffs on operations, and the Industrial Equipment division's capacity to handle sustained revenue growth.

    Answer

    President and CEO Jeffery Leonard stated that the Vegetation Management recovery trend should continue for several quarters, driven by a rebound in the agricultural market and cost structure improvements. He noted that tariff risks have been largely mitigated by shifting production to the U.S. and that inflationary pressures were less than anticipated. Regarding the Industrial division, Leonard confirmed they have sufficient capacity in Wisconsin and Huntsville, viewing labor availability as a more significant constraint than physical plant space.

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    Chris Moore's questions to Barrett Business Services Inc (BBSI) leadership

    Chris Moore's questions to Barrett Business Services Inc (BBSI) leadership • Q2 2025

    Question

    Chris Moore of CJS Securities inquired about the status of the proposed workers' compensation rate increase in California, its expected timing, and the nature of the $8.8 million workers' comp adjustment in the quarter.

    Answer

    President and CEO Gary Kramer clarified that California's commissioner approved a 9% rate increase, lower than the initial 11% recommendation. He views this as a positive market signal that will encourage clients to shop for services, with the impact rolling out over the next year as policies renew. Kramer also stated the $8.8 million adjustment was comparable to the prior year's Q2 adjustment and considered normal.

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    Chris Moore's questions to Limbach Holdings Inc (LMB) leadership

    Chris Moore's questions to Limbach Holdings Inc (LMB) leadership • Q2 2025

    Question

    Chris Moore of CJS Securities inquired about the sustainability of high GCR gross margins, the expected margin impact from the recent Pioneer acquisition, and which vertical market beyond healthcare and industrial manufacturing holds the most potential for future growth.

    Answer

    President and CEO Michael McCann explained that the strong GCR margins are due to a focus on high-quality projects and robust risk management. EVP and CFO Jayme Brooks added that quarterly margins will fluctuate and the company guides to a consolidated gross profit line. Brooks confirmed that Pioneer's margins will be dilutive in the short term during the integration phase. McCann further clarified that the company's focus is on the 'mission critical' nature of work within its existing six verticals, rather than expanding to new ones, with a key strategy being the conversion of short-term OpEx spend into long-term capital programs.

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    Chris Moore's questions to Atkore Inc (ATKR) leadership

    Chris Moore's questions to Atkore Inc (ATKR) leadership • Q3 2025

    Question

    On behalf of Chris Moore, an analyst from CJS Securities asked for color on the puts and takes for free cash flow generation in fiscal 2025 compared to the prior year.

    Answer

    CFO John Deitzer explained that Q3 free cash flow was weaker due to the timing of accounts receivable collections around the quarter's end on June 27th, but noted this has largely normalized in July and August. He identified inventory optimization as a key opportunity for improving free cash flow generation heading into fiscal 2026 and expects cash from operations to be back on track in Q4.

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    Chris Moore's questions to Mirion Technologies Inc (MIR) leadership

    Chris Moore's questions to Mirion Technologies Inc (MIR) leadership • Q2 2025

    Question

    Chris Moore of CJS Securities inquired about the quantifiable increase in new nuclear plant opportunities over the past two years and sought details on the strategic fit and synergies of the recent CertRec acquisition.

    Answer

    CEO Tom Logan explained that while not providing a specific number, the quantity and pace of new nuclear projects are accelerating, citing potential for up to 10 new Westinghouse reactors in the U.S. and ongoing SMR development. Regarding CertRec, Logan described it as a unique, high-growth asset with a strong margin profile and significant AI potential from its vast industry data. He highlighted its strategic fit in the core nuclear power market and its expansion into the broader electrical grid, with synergies expected from leveraging Mirion's global commercial network.

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    Chris Moore's questions to Standex International Corp (SXI) leadership

    Chris Moore's questions to Standex International Corp (SXI) leadership • Q4 2025

    Question

    Chris Moore asked about the status of the Engraving segment's restructuring and its competitive dynamics. He also inquired about the impact of NIH funding on the Scientific business and the potential effect of a 50-100 basis point interest rate cut.

    Answer

    CEO David Dunbar and CFO Ademir Sarcevic stated that the 'heavy lifting' of the Engraving restructuring is complete, though minor footprint adjustments may continue. Dunbar noted that demand has likely bottomed and competitive pressures have eased. Sarcevic explained that while NIH funding cuts have impacted about a third of Scientific sales, the FY26 outlook does not assume a recovery, making any funding return an upside. He also confirmed a rate cut would be beneficial but the primary focus remains on debt paydown through operations, targeting a leverage ratio of ~2.0 by year-end.

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    Chris Moore's questions to Modine Manufacturing Co (MOD) leadership

    Chris Moore's questions to Modine Manufacturing Co (MOD) leadership • Q1 2026

    Question

    Chris Moore requested more details on the custom modular data center project being developed with a client. He also asked if other areas within Performance Technologies, beyond internal combustion engines, are being de-emphasized, and sought guidance for fiscal 2026 interest expense.

    Answer

    President & CEO Neil Brinker described the modular data center as a 'data center in a box' designed to accelerate deployment for customers. He noted that the PT portfolio is under constant 80/20 evaluation and mentioned the genset business is flattening, which could allow for resource redeployment. EVP & CFO Michael Lucareli provided an interest expense forecast of $28 to $30 million for fiscal 2026.

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    Chris Moore's questions to Modine Manufacturing Co (MOD) leadership • Q2 2025

    Question

    On behalf of Chris Moore from CJS Securities, Will asked how Modine plans to expand its customer base to achieve its $1 billion data center revenue target while maintaining a niche focus. He also inquired about the current state of the remaining legacy Auto ICE business following past price increases.

    Answer

    President and CEO Neil Brinker explained the $1 billion target is based on growing market share from low-single-digits to low-double-digits with their existing customer funnel, and any new customers would represent incremental growth. Regarding the Auto ICE business, he stated that commercial pricing agreements are structured as long-term programs, typically for 2-to-5-year periods, not as temporary measures.

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    Chris Moore's questions to Federal Signal Corp (FSS) leadership

    Chris Moore's questions to Federal Signal Corp (FSS) leadership • Q2 2025

    Question

    Chris Moore of CJS Securities asked if strong Q2 orders included any pull-forward from tariff concerns, inquired about the competitive dynamics related to rivals sourcing from China, and requested an outlook on cash flow.

    Answer

    President & CEO Jennifer Sherman confirmed there was no significant order pull-forward, attributing the broad-based strength to strategic execution. SVP & CFO Ian Hudson reaffirmed the full-year target of 100% operating cash flow to net income conversion, highlighting that strong Q2 cash generation was achieved despite higher year-over-year tax payments.

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    Chris Moore's questions to Valmont Industries Inc (VMI) leadership

    Chris Moore's questions to Valmont Industries Inc (VMI) leadership • Q2 2025

    Question

    Chris Moore from CJS Securities sought clarity on the timeline for Valmont's long-term growth roadmap, asking if the projected $7-$12 EPS increase would be smooth or back-end loaded. He also inquired about the current and future margin profile of the international agriculture business compared to North America.

    Answer

    CFO Thomas Liguori confirmed the growth trajectory is smooth and not back-end loaded, with benefits expected as early as Q4 2025. CEO Avner Applbaum added that this growth is grounded in megatrends like the energy transition. Regarding agriculture margins, Liguori stated that international margins have improved, with Brazil and North America now at parity, while EMEA is closing the gap.

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    Chris Moore's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership

    Chris Moore's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership • Q1 2025

    Question

    An analyst on behalf of Chris Moore inquired about the progress and key 2025 milestones for the CCC Payments solution. He also asked how CCCS's competitive positioning has changed since it went public.

    Answer

    CEO Githesh Ramamurthy reported that CCC Payments went live with a couple of smaller customers in the last quarter, allowing the company to execute various payment workflows. He asserted that CCCS's competitive position has improved due to heavy investment in innovation, the strength of its network, high customer retention (99% GDR), and the strong ROI of its solutions.

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