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    Elizabeth Langan

    Research Analyst at Barclays

    Elizabeth Langan is an Equity Analyst at Barclays, specializing in the coverage of specific public companies as part of her sector research responsibilities. Her profile indicates international, operational, and industry experience, though available public records do not provide detailed success rates or specific performance metrics. She previously held two other positions in addition to her analyst role at Barclays, but further company-specific history and professional credentials are not specified in the available data. Due to limited public disclosure, details such as the list of companies she covers, historical returns, professional licenses, or formal industry rankings have not been confirmed.

    Elizabeth Langan's questions to Compass (COMP) leadership

    Elizabeth Langan's questions to Compass (COMP) leadership • Q2 2025

    Question

    Elizabeth Langan from Barclays asked for commentary on geographic market trends, specifically which areas are showing healthier traction. She also requested details on the sources of the incremental inflationary pressures that new cost-saving initiatives are intended to offset.

    Answer

    Founder, Chairman & CEO Robert Reffkin noted that overall prices are up 1% YoY, the Northeast has less inventory than the South, and migration patterns have slowed. CFO Kalani Reelitz explained that inflationary pressures are coming from areas like procurement and technology, and the company is leveraging learnings from recent acquisitions to find offsets.

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    Elizabeth Langan's questions to Compass (COMP) leadership • Q1 2025

    Question

    Elizabeth Langan asked for details on how agents are using private exclusives, specifically whether they lead to private offers or if listings typically migrate to public sites. She also inquired about the M&A environment, asking if interesting opportunities are emerging at reasonable prices given market uncertainty.

    Answer

    CEO Robert Reffkin explained that the goal is a 3-phase strategy, with 94% of listings that start as private exclusives ultimately reaching the MLS. He emphasized that the majority of private exclusive sales are co-broked with other firms, countering the narrative of 'inside deals.' CFO Kalani Reelitz commented on market share, expressing satisfaction with the 6% achieved in Q1 and expecting continued gains from both organic growth and acquisitions as top agents continue to outperform.

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    Elizabeth Langan's questions to AZEK leadership

    Elizabeth Langan's questions to AZEK leadership • Q2 2025

    Question

    Asked about demand trends across retail and Pro channels, regional performance, and requested a quantification of the expected impact from tariffs.

    Answer

    The company is seeing growth across both Pro and retail channels, with Pro growing slightly faster. Regional performance is strong across the U.S., with some initial weather-related weakness in the Northeast that has since rebounded. The annualized tariff exposure is estimated at $12 million to $15 million, with a fiscal year impact of $4 million to $6 million, which has been offset by modest price increases.

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    Elizabeth Langan's questions to Taylor Morrison Home (TMHC) leadership

    Elizabeth Langan's questions to Taylor Morrison Home (TMHC) leadership • Q1 2025

    Question

    Elizabeth Langan, on for Matt Bouley, asked about current land market dynamics and the expected mix of spec versus to-be-built homes influencing gross margins.

    Answer

    Erik Heuser, Chief Corporate Operations Officer, described the land market as having less 'froth,' which allows for negotiating more favorable terms rather than seeing outright distress. Curt VanHyfte, CFO, confirmed that the spec mix, which was 58% of closings in Q1, is expected to be higher in Q2, likely in the upper-50s to 60% range, as the company works to sell through finished inventory.

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    Elizabeth Langan's questions to Taylor Morrison Home (TMHC) leadership • Q4 2024

    Question

    Elizabeth Langan of Wolfe Research inquired about the expected cadence of gross margins for 2025 and the underlying assumptions for material costs, particularly concerning potential tariffs.

    Answer

    Chief Financial Officer Curt VanHyfte stated that gross margins are expected to moderate throughout the year from the high 23% range guided for Q1, factoring in higher rates and lot cost inflation. He noted that potential tariff impacts of $1,200 to $5,000 per home are already contemplated in the full-year guidance. Chairman and CEO Sheryl Palmer added that the incentive levels on the sales floor at the end of Q4 are a good proxy for 2025 expectations.

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    Elizabeth Langan's questions to CHB leadership

    Elizabeth Langan's questions to CHB leadership • Q2 2025

    Question

    Elizabeth Langan, on for Matt Bouley, asked for more detail on the strong demand from the builder/developer channel, including the pace of new builder sign-ups, and inquired about the potential impact of hurricanes on dealer inventory stocking.

    Answer

    Mark Yost, President and CEO, responded that the rate of new builder capture accelerated slightly from the prior quarter and is expected to be a strong growth channel going forward. He also anticipates that dealers in hurricane-affected regions will increase orders to backfill demand as infrastructure is rebuilt, given the substantial number of homes destroyed.

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    Elizabeth Langan's questions to Champion Homes (SKY) leadership

    Elizabeth Langan's questions to Champion Homes (SKY) leadership • Q2 2025

    Question

    Asked for more detail on the strong demand from the builder-developer channel, specifically regarding the rate of new builder sign-ups. Also inquired about the potential impact of hurricanes on dealer inventory stocking.

    Answer

    The company confirmed that new builder sign-ups accelerated this quarter and that the builder-developer channel is expected to remain strong. Regarding inventory, they anticipate dealers will increase orders to meet the substantial post-hurricane housing demand as infrastructure is rebuilt.

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