Sign in

    Costa Dasolis

    Vice President and Equity Research Analyst at Wells Fargo

    Costa Dasolis is a Vice President and Equity Research Analyst at Wells Fargo, specializing in the coverage of the commercial services and capital goods sectors. He covers companies including Johnson Controls, Dover Corporation, and Fortive, known for providing actionable industry research and investment insights. Since joining Wells Fargo in 2021 after several years as an associate at UBS, Costa has demonstrated a solid track record, with a success rate above 60% and double-digit average returns on stock calls recognized by third-party analytics platforms. He holds FINRA Series 7 and 63 licenses and is regarded for his diligent analysis and clarity in communicating industry themes.

    Costa Dasolis's questions to Sensata Technologies Holding (ST) leadership

    Costa Dasolis's questions to Sensata Technologies Holding (ST) leadership • Q1 2025

    Question

    Costa Dasolis asked about remaining levers for free cash flow improvement and how Sensata's manufacturing footprint compares to competitors, particularly regarding USMCA compliance.

    Answer

    CEO Stephan Von Schuckmann and CFO Brian Roberts emphasized that free cash flow improvement is a continuous process with significant opportunity remaining in inventory management. Mr. Von Schuckmann described the manufacturing footprint as competitive and noted the key opportunity is not the footprint itself, but improving productivity within each facility by benchmarking against best-in-class peers.

    Ask Fintool Equity Research AI