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    Ethan Roberts • Stephens Inc.

    Ethan Roberts's questions to Advanced Drainage Systems Inc (WMS) leadership

    Ethan Roberts's questions to Advanced Drainage Systems Inc (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.

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    Ethan Roberts's questions to Arcosa Inc (ACA) leadership

    Ethan Roberts's questions to Arcosa Inc (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.

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

    Ethan Roberts's questions to Installed Building Products Inc (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.

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