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    David Tunnel

    Research Analyst at KeyBanc Capital Markets

    David Tunnel is an Equity Research Analyst at KeyBanc Capital Markets, specializing in coverage of dynamic companies within a range of industries. He delivers in-depth research and actionable investment ideas to institutional clients, leveraging expertise developed over years of industry-focused analysis. While his specific company coverage, performance data such as success rates or rankings, and professional credentials are not publicly disclosed, KeyBanc’s research team is recognized by Institutional Investor and The Wall Street Journal for research quality and stock recommendations. David Tunnel’s precise tenure at KeyBanc Capital Markets, previous firms, and securities licenses could not be independently verified from available sources.

    David Tunnel's questions to Hayward Holdings (HAYW) leadership

    David Tunnel's questions to Hayward Holdings (HAYW) leadership • Q4 2024

    Question

    David Tunnel, on for Jeff Hammond, asked for more color on the drivers of strong in-quarter demand, particularly the benefit from hurricanes, and inquired about the margin outlook for the international segment.

    Answer

    CEO Kevin Holleran confirmed that hurricane repair activity, especially in Florida, was a meaningful contributor to in-quarter demand in Q4. CFO Eifion Jones addressed international margins, stating that after some one-time inventory items in 2024, he expects progressive margin growth in 2025 driven by leadership changes and operational consolidation, though a step-change is not anticipated.

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