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    Craig Gattari • Raymond James

    Craig Gattari is a Senior Vice President, Equity Research Analyst at Raymond James, with a specialization in capital goods and diversified industrial companies. He covers a range of publicly traded industrial firms, providing deep analysis and actionable stock recommendations, and has been recognized on industry platforms for the accuracy and performance of his calls. Gattari began his finance career in the early 2000s, building experience at organizations such as Morgan Stanley and KeyBanc Capital Markets before joining Raymond James in 2016. He holds relevant FINRA securities licenses, including the Series 7 and Series 63, demonstrating his credentials as a registered professional analyst.

    Craig Gattari's questions to Ballard Power Systems Inc (BLDP) leadership

    Craig Gattari's questions to Ballard Power Systems Inc (BLDP) leadership • Q2 2025

    Question

    An analyst from Raymond James asked about a $2 million backlog adjustment, the potential for exiting other business lines, the backlog's margin profile, and the decision criteria for the Rockwell, Texas facility.

    Answer

    President and CEO Marty Neese stated that while he couldn't detail the specific backlog reversal, the company is enhancing its pricing discipline and hurdle rates for all opportunities. Regarding the Texas facility, he explained the project remains on pause as the immediate focus is on maximizing efficiency and output from existing capacity, with a re-evaluation planned for 2026.

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    Craig Gattari's questions to Ballard Power Systems Inc (BLDP) leadership • Q2 2025

    Question

    Craig Gattari from Raymond James asked about a $2 million backlog adjustment, the potential for exiting other parts of the business, the margin profile of the current backlog, and the specific metrics being evaluated for the go-ahead of the Rockwell, Texas facility.

    Answer

    President and CEO Marty Neese stated that the company is enhancing its pricing discipline and hurdle rates for new opportunities. For the Rockwell, Texas facility, he explained it remains on pause as the immediate focus is on maximizing output from existing automated capacity. The decision will be revisited as the market evolves, with a more definitive plan expected heading into 2026.

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