Sign in

    Daniela Costa • Goldman Sachs

    Daniela Costa's questions to CNH Industrial NV (CNH) leadership

    Daniela Costa's questions to CNH Industrial NV (CNH) leadership • Q2 2025

    Question

    Daniela Costa of Goldman Sachs asked about two distinct topics: the drivers behind the increase in financial delinquencies and the current status of the previously paused search for a partner for the construction equipment business.

    Answer

    CFO Jim Nicholas attributed the rise in delinquencies almost entirely to Brazil, citing a tough cyclical environment for farmers there, and stated the issue is believed to have peaked. CEO Gerrit Marx clarified that while some discussions for a construction partner were paused due to tariff uncertainty, other strategic talks, particularly for large excavators, are still progressing. He said the current focus is on execution without distraction.

    Ask Fintool Equity Research AI

    Daniela Costa's questions to ABBNY leadership

    Daniela Costa's questions to ABBNY leadership • Q1 2025

    Question

    Daniela Costa of Goldman Sachs inquired about the supply-demand balance in the low-voltage market, asking about current lead times and visibility, especially given capacity additions by ABB and peers and a potentially softer U.S. macro environment.

    Answer

    CEO Morten Wierod responded that capacity is being added to meet strong demand and reduce reliance on imports. He noted that lead times are still longer than historical norms, indicating that demand remains robust. He expressed no short-term concerns, citing the strength of long-term electrification and infrastructure projects.

    Ask Fintool Equity Research AI

    Daniela Costa's questions to ABBN.SW leadership

    Daniela Costa's questions to ABBN.SW leadership • Q1 2025

    Question

    Daniela Costa from Goldman Sachs inquired about the supply-demand dynamics in the low-voltage market, given that ABB and its peers are adding capacity, and asked for an update on product lead times.

    Answer

    CEO Morten Wierod responded that the capacity expansions are necessary to meet strong market demand and reduce reliance on imports, as lead times remain longer than historical norms. He expressed confidence that the long-term electrification trend and infrastructure needs, especially in the U.S., mitigate any short-term overcapacity risks.

    Ask Fintool Equity Research AI

    Daniela Costa's questions to Abb Ltd (ABLZF) leadership

    Daniela Costa's questions to Abb Ltd (ABLZF) leadership • Q1 2025

    Question

    Daniela Costa from Goldman Sachs asked about the supply-demand dynamics in the low-voltage market, considering the capacity expansions by ABB and its peers, and inquired about current lead times and visibility.

    Answer

    CEO Morten Wierod explained that the capacity expansion is necessary to meet strong market demand and reduce reliance on imports, as lead times are still longer than the industry is used to. He expressed no short- or mid-term worries about overcapacity, citing the strong, long-term electrification trend, especially for infrastructure projects in the U.S.

    Ask Fintool Equity Research AI

    Daniela Costa's questions to Abb Ltd (ABLZF) leadership • Q4 2024

    Question

    Daniela Costa from Goldman Sachs followed up on the 2025 Electrification margin, asking about the mix of business in the backlog for delivery and whether stronger pricing could be expected given market strength.

    Answer

    CEO Morten Wierod stated he does not expect significant help from pricing in 2025, as it returned to a more normal 1% level in 2024. He emphasized that margin improvement will come from 'self-help' initiatives like supply management, automation, and productivity. He added that he does not see a significant change in the business mix for the full year 2025.

    Ask Fintool Equity Research AI