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    Connor McNamara

    Research Analyst at RBC Capital Markets

    Connor McNamara is an Analyst at RBC Capital Markets, specializing in equity research across a broad range of companies within the general sector, with notable coverage of firms such as Illumina. He has issued ratings and price targets on at least 14 stocks, including frequent calls that have produced variable performance metrics; for example, his most profitable rating yielded a return of +58% on Illumina, while his overall average success rate stands at 23.9% and his average return per rating is modest. McNamara began his career as an analyst at Lehman Brothers and later held a business analyst role before joining RBC Capital Markets, where he currently focuses on equity research. Professionally, he holds FINRA registration and is licensed through RBC Capital Markets LLC.

    Connor McNamara's questions to HOLOGIC (HOLX) leadership

    Connor McNamara's questions to HOLOGIC (HOLX) leadership • Q4 2024

    Question

    Representing Connor McNamara, an analyst asked how the return to normal growth in the gantry business intersects with past chip shortages and equipment replacement cycles. He also questioned how the focus on lower-margin international business impacts the goal of reaching the 31.5% pre-pandemic operating margin.

    Answer

    Chief Financial Officer Karleen Oberton explained that the company has intentionally made technology upgrades backwards-compatible to avoid creating pent-up demand, leading to a more normalized, ongoing replacement cycle. She added that while international growth is dilutive, the company balances this by driving leverage within the international business itself, allowing for continued overall margin improvement toward the fiscal 2025 goal of 30% plus 50-100 basis points of expansion.

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