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    Gene Ramirez

    Managing Director and Senior Research Analyst at D.A. Davidson & Co.

    Gene Ramirez is a Managing Director and Senior Research Analyst at D.A. Davidson & Co., specializing in consumer sector research with particular focus on footwear and apparel companies. He covers companies such as Nike, Adidas, Puma, On Holding, VF Corporation, and Deckers, and is noted for detailed fundamental analysis and actionable stock recommendations. Ramirez began his investment research career in the late 1990s, has previously held positions at firms including Wedbush Securities and William Blair, and joined D.A. Davidson in 2015. He holds FINRA Series 7, 63, 86, and 87 licenses, and has earned industry recognition for top stock calls and earnings estimate accuracy.

    Gene Ramirez's questions to Construction Partners (ROAD) leadership

    Gene Ramirez's questions to Construction Partners (ROAD) leadership • Q1 2025

    Question

    Gene Ramirez asked about the level of commercial and private activity in the backlog compared to the prior year and the expected public-private mix. He also sought clarification on the organic private sector's contribution to the backlog versus contributions from Lone Star.

    Answer

    Executive F. Smith described the commercial and private markets as 'very healthy,' citing several large corporate projects as examples. CFO Gregory Hoffman detailed that the Q1 public/private revenue mix was 58%/42%, and he expects the full-year mix to trend towards 63% public, similar to the prior year, a trend supported by the current backlog composition.

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    Gene Ramirez's questions to DYCOM INDUSTRIES (DY) leadership

    Gene Ramirez's questions to DYCOM INDUSTRIES (DY) leadership • Q3 2025

    Question

    Gene Ramirez sought clarification on Q4 cost expectations, the specific timing of BEAD-related fiber deployment, and the burn rate cadence for the 12-month backlog.

    Answer

    CFO H. DeFerrari explained that Q4 gross margins will be seasonally impacted by fewer workdays and weather, while G&A is tightly managed. President & incoming CEO Daniel Peyovich reiterated that significant BEAD revenue is expected to ramp in 2026, following engineering and permitting cycles in late 2025. DeFerrari noted that while the increased backlog is a positive indicator, its burn rate is not always tightly correlated to near-term revenue growth.

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