Sign in

    Ethan Roberts

    Research Analyst at Stephens Inc.

    Ethan Roberts is an Equity Research Associate at Stephens Inc., specializing in coverage of the building materials sector. He began his career as a Student Analyst with the Rebsamen Trust before joining Stephens, where he focuses on detailed equity research within building materials but has not yet reported formal performance metrics or rankings. Roberts joined Stephens in 2024 shortly after graduating with honors from the Sam M. Walton School of Business at the University of Arkansas, holding a B.S.B.A. in financial management and investments, accounting, and a minor in business analytics. His professional credentials and FINRA registrations are not yet publicly listed, reflecting his recent entry into the industry.

    Ethan Roberts's questions to ADVANCED DRAINAGE SYSTEMS (WMS) leadership

    Ethan Roberts's questions to ADVANCED DRAINAGE SYSTEMS (WMS) leadership • Q1 2026

    Question

    Ethan Roberts, on for Trey Grooms at Stephens Inc., asked about the stronger relative growth in the Allied and Infiltrator segments. He inquired about how this performance might trend for the year and if there were any unexpected margin or geographic mix benefits. He also asked for color on material cost tailwinds.

    Answer

    President & CEO D. Scott Barbour stated that driving higher growth in Allied and Infiltrator is a core strategy to improve mix and is largely built into the guidance. He highlighted programs to increase attach rates and the successful integration of Orenco. CFO Scott Cottrill added that the favorable price-cost result was driven by good execution and management across all product lines, with solid visibility on resin costs.

    Ask Fintool Equity Research AI

    Ethan Roberts's questions to Arcosa (ACA) leadership

    Ethan Roberts's questions to Arcosa (ACA) leadership • Q4 2024

    Question

    Ethan Roberts of Stephens Inc. asked for an update on the wind business outlook, including customer sentiment and the timing of a potential market acceleration. He also inquired about the 2025 forecast for unit profitability in Construction Products and the breakdown of organic EBITDA growth by segment.

    Answer

    CEO Antonio Carrillo stated that customer sentiment for wind remains optimistic due to U.S. load growth, and Arcosa's current backlog provides good visibility for 2025 while awaiting regulatory clarity. CFO Gail Peck detailed the 2025 EBITDA growth outlook, noting it's 40% organic, with contributions from Construction Products (15%), Engineered Structures (20%), and Transportation Products (5%). She also confirmed expectations for unit profitability gains in Construction Products.

    Ask Fintool Equity Research AI

    Ethan Roberts's questions to Installed Building Products (IBP) leadership

    Ethan Roberts's questions to Installed Building Products (IBP) leadership • Q4 2024

    Question

    Ethan Roberts, on for Trey Grooms, asked for an update on spray foam trends and the outlook for price/cost in the second half, as well as a breakdown of cost pressures, particularly labor.

    Answer

    CFO Michael Miller confirmed spray foam was a gross margin headwind in Q4 but expects pricing to stabilize and not be a negative factor in the second half of the year. He described the cost environment for materials and install labor as 'benign,' with G&A being the primary area subject to general inflation, which the company is actively managing.

    Ask Fintool Equity Research AI