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    Gerry Sweeney

    Managing Director and Senior Research Analyst at Roth Capital Partners, LLC

    Gerry Sweeney is a Managing Director and Senior Research Analyst at Roth Capital Partners, specializing in the Industrials sector with an emphasis on environmental services and agribusiness companies. He has initiated coverage and provided recommendations on firms such as CubicFarms, and his research has highlighted opportunities in water infrastructure and environmental markets influenced by unconventional energy production. Sweeney's career spans over 14 years and includes previous analytical roles at Boenning & Scattergood, Aqua Terra Asset Management, and Janney Montgomery Scott, before joining Roth in 2014. He holds a B.A. from the University of Pennsylvania, an M.B.A. from Temple University's Fox School of Business, and brings a diverse background in research, sales, and portfolio management within capital markets.

    Gerry Sweeney's questions to Shimmick (SHIM) leadership

    Gerry Sweeney's questions to Shimmick (SHIM) leadership • Q2 2025

    Question

    Inquired about the nature of the increased non-core project work, the potential for change orders, the expected margin trends over the next few years, the strategy for expanding the Axia electrical business into new markets, and future SG&A targets.

    Answer

    The increase in non-core work is a combination of pulling work forward from 2026 and some scope growth, for which change orders are being negotiated. Future margins are expected to trend up gradually towards the high end of the 9-12% guided range as new work is bid at an average of 14-15%. The Axia electrical division expands by leveraging a mobile team and acting as a subcontractor, which is less risky. The company has an aspirational goal to reduce SG&A as a percentage of revenue to 7.5%.

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    Gerry Sweeney's questions to Consolidated Water (CWCO) leadership

    Gerry Sweeney's questions to Consolidated Water (CWCO) leadership • Q2 2025

    Question

    Gerry Sweeney of Roth Capital Partners, LLC inquired about the market opportunity pipeline for the company's U.S. operations, PERC and REC, particularly in the water-scarce Southwest. He also asked for an update on opportunities in the Caribbean, specifically The Bahamas, and questioned how the expansion of the Aerex manufacturing facility would impact its market potential and growth drivers.

    Answer

    CEO Frederick McTaggart detailed a strong U.S. pipeline, citing $10-30 million wastewater design-build projects in Arizona and growth opportunities in Colorado. For the Caribbean, he confirmed a focus on the Cayman Islands and The Bahamas. Regarding manufacturing, McTaggart and CFO David Sasnett explained the facility expansion increases throughput capacity for larger projects, driven by nuclear industry work, Florida municipal projects, and pipe fabrication.

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    Gerry Sweeney's questions to Consolidated Water (CWCO) leadership • Q2 2025

    Question

    Gerry Sweeney of Roth Capital Partners, LLC inquired about the market opportunity pipeline for the US Services segment (PERC and REC), particularly in the water-scarce Southwest. He also asked about growth prospects in the Caribbean and how the manufacturing facility expansion will impact the business.

    Answer

    CEO Frederick McTaggart noted strong interest in Arizona for wastewater projects ($10-30M) and smaller upgrade opportunities in Colorado. He stated the Caribbean focus is on the Cayman Islands and The Bahamas. McTaggart and CFO David Sasnett explained the manufacturing expansion increases capacity and throughput, driven by nuclear, municipal, and pipe fabrication work.

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    Gerry Sweeney's questions to Consolidated Water (CWCO) leadership • Q2 2025

    Question

    Gerry Sweeney of Roth Capital Partners, LLC inquired about market opportunities in both the U.S. and Caribbean, specifically asking about the project pipeline for PERC and REC in the U.S. Southwest and growth prospects in The Bahamas. He also questioned how the expansion of the Aerex manufacturing facility would impact growth and what the key drivers are for that segment.

    Answer

    CEO Frederick McTaggart detailed a strong wastewater project pipeline in Arizona with projects ranging from $10-30 million, O&M renewals in California, and new design-build opportunities in Colorado. In the Caribbean, he confirmed the focus remains on the Cayman Islands and The Bahamas. Regarding manufacturing, McTaggart and CFO David Sasnett explained that the facility expansion increases capacity for larger projects and improves throughput. They identified the nuclear sector, new municipal water treatment plants in Florida, and pipe fabrication as the primary growth drivers for the segment.

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    Gerry Sweeney's questions to Consolidated Water (CWCO) leadership • Q2 2025

    Question

    Gerry Sweeney of Roth Capital Partners, LLC inquired about the market opportunity pipeline for the U.S. services segment (PERC and REC) in the Southwest, growth prospects in the Caribbean, and how the manufacturing facility expansion will impact growth and market access.

    Answer

    CEO Frederick McTaggart detailed a U.S. pipeline of $10-30 million wastewater projects in Arizona and growth opportunities in Colorado. He confirmed a Caribbean focus on the Cayman Islands and the Bahamas. McTaggart and CFO David Sasnett explained the manufacturing expansion increases capacity for larger projects, with key drivers being nuclear, Florida municipal work, and pipe fabrication.

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    Gerry Sweeney's questions to Quest Resource Holding (QRHC) leadership

    Gerry Sweeney's questions to Quest Resource Holding (QRHC) leadership • Q2 2025

    Question

    Gerry Sweeney from Roth Capital Partners, LLC inquired about the drivers behind the revenue decline, particularly the weakness in the industrial sector and its outlook. He also asked about the scope of margin pressure from client renewals and the progress of internal operational efficiency initiatives.

    Answer

    CEO Perry Moss explained that the industrial sector's performance tracks the general economy, but other sectors like food and grocery are performing well. He noted that while margin pressure on renewals is broad, it is most acute in the industrial space, and Quest negotiates for concessions like a greater share of savings or expanded business in return. Moss provided a detailed update on process improvements across source-to-contract, procure-to-pay, and order-to-cash workflows, stating they are in the 'bottom of the fourth' inning of these efforts, which are already improving efficiency and gross profit extraction.

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    Gerry Sweeney's questions to PureCycle Technologies (PCT) leadership

    Gerry Sweeney's questions to PureCycle Technologies (PCT) leadership • Q2 2025

    Question

    Gerry Sweeney inquired if PureCycle plans to narrow its market focus to maximize returns and sought clarification on the exclusivity agreement with Procter & Gamble in Asia.

    Answer

    CEO Dustin Olson explained that while the company will eventually focus on the most profitable market segments, the current strategy for the Ironton facility is to prove its technology across a broad range of applications. This approach facilitates price discovery and builds a robust demand pipeline for future large-scale plants. Olson clarified that under its public license agreement with P&G, building a facility in a region like Asia grants PureCycle technology exclusivity in that region for the life of the patents.

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    Gerry Sweeney's questions to NPK International (NPKI) leadership

    Gerry Sweeney's questions to NPK International (NPKI) leadership • Q2 2025

    Question

    Questioned about geographic expansion opportunities into new areas and the strategic thinking behind the pace of growth, specifically whether they would accept a short-term margin hit for faster long-term growth.

    Answer

    The company is focused on increasing fleet density in the Midwest, an area with growth potential. The pace of expansion is a constant balance; they avoid a 'build it and they will come' strategy, leveraging their vertical integration to manage inventory and fleet deployment in line with pipeline opportunities, while always assessing the trade-off between short-term costs and long-term growth.

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    Gerry Sweeney's questions to NPK International (NPKI) leadership • Q2 2025

    Question

    Gerry Sweeney from Roth Capital Partners asked about geographic areas where NPKI is not yet present but sees growth opportunities, and whether the entry strategy would be organic or through M&A. He also questioned the balance between accelerating growth and potential short-term margin impacts.

    Answer

    President and CEO Matthew Lanigan highlighted the Midwest as an area where NPKI is looking to increase fleet density. He explained that the company is managing inventory scale in line with opportunities and continuously assesses the trade-off between ramping up fleet build for future projects and its immediate financial impact, avoiding a speculative 'build it and they will come' approach.

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    Gerry Sweeney's questions to NPK International (NPKI) leadership • Q2 2025

    Question

    Gerry Sweeney asked about geographic areas where NPKI is not currently present but sees growth opportunities, and how it plans to enter those markets. He also explored the trade-off between accelerating growth, which might temporarily impact margins, versus a more measured expansion.

    Answer

    President and CEO Matthew Lanigan identified the Midwest as an area where the company is looking to increase fleet density. He explained that NPKI is managing inventory scale in line with opportunities and uses its vertically integrated model to avoid getting too far ahead of demand. He acknowledged they constantly assess the balance between ramping up fleet build for future opportunities and managing near-term performance.

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    Gerry Sweeney's questions to NPK International (NPKI) leadership • Q2 2025

    Question

    Gerry Sweeney asked about geographic markets where NPKI has a limited presence but sees growth potential and how the company plans to enter those areas. He also explored the trade-off between accelerating growth, which might temporarily impact margins, and maintaining a more measured expansion.

    Answer

    President and CEO Matthew Lanigan identified the Midwest as an area where the company is looking to increase fleet density to capture opportunities. He explained that while they have a national footprint, they are managing inventory scale based on market demand. Lanigan acknowledged the constant evaluation of balancing fleet build-out with pipeline opportunities, stating they resist a "build it and they will come" approach by leveraging their vertically integrated model.

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    Gerry Sweeney's questions to DMC Global (BOOM) leadership

    Gerry Sweeney's questions to DMC Global (BOOM) leadership • Q2 2025

    Question

    Asked about the sources of weakness and rightsizing roadmap for the Arcadia segment, other profitability initiatives across the business, and balance sheet improvements.

    Answer

    Arcadia's weakness stems from both residential and commercial sectors due to high interest rates and project deferrals; rightsizing is largely complete while preserving capacity for a rebound. Other initiatives focus on improving customer service and strict cost controls across all segments. The balance sheet improved through strong free cash flow conversion, a trend expected to continue.

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    Gerry Sweeney's questions to DMC Global (BOOM) leadership • Q2 2025

    Question

    Gerry Sweeney of Roth Capital Partners, LLC inquired about DMC Global's Arcadia segment, asking about the sources of its market weakness, the roadmap for rightsizing the business, and other potential profitability initiatives. He also asked about progress on improving the balance sheet.

    Answer

    CFO Eric Walter explained that Arcadia's weakness was split between its high-end residential segment and deferred commercial exterior projects, attributing it to tariffs and high interest rates. CEO James O'Leary added that rightsizing in the residential division is effectively complete and that the company is focused on restoring customer service levels and controlling costs across all segments. Regarding the balance sheet, Eric Walter noted strong free cash flow performance and expects to continue converting 40-45% of EBITDA to free cash flow.

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    Gerry Sweeney's questions to DMC Global (BOOM) leadership • Q3 2024

    Question

    Gerry Sweeney asked for details on the operational improvement plans for Arcadia, the readiness of its systems, the primary sources of its current headwinds (market vs. operations), and whether a lack of sales focus contributed to the residential segment's weakness.

    Answer

    Executives explained that Arcadia, as a former family business, lacked robust systems and processes, which they are now upgrading with new leadership. Key initiatives focus on supply chain, S&OP, and finishing operations. The primary headwind is the high-end residential market slowdown, causing significant factory under-absorption. They also confirmed that working down a previously long backlog created a temporary valley in new orders, compounding the market weakness.

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    Gerry Sweeney's questions to CECO ENVIRONMENTAL (CECO) leadership

    Gerry Sweeney's questions to CECO ENVIRONMENTAL (CECO) leadership • Q2 2025

    Question

    Gerry Sweeney of Roth Capital Partners, LLC asked about the achievability of mid-teens EBITDA margins in the next 1-2 years, the strategic trade-off between growth investment and margin expansion, any foreign exchange impacts, and the typical time lag for CECO's orders following a major power gen announcement.

    Answer

    CEO Todd Gleason reiterated that mid-teens EBITDA margins remain a long-term goal but stated the company is currently prioritizing investments to capture significant growth opportunities, which he considers a worthwhile trade-off. He confirmed any foreign exchange impact was de minimis and that the typical lag between a major OEM power generation order announcement and CECO securing its portion of the project is six to twelve months.

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    Gerry Sweeney's questions to AZZ (AZZ) leadership

    Gerry Sweeney's questions to AZZ (AZZ) leadership • Q1 2026

    Question

    Gerry Sweeney of ROTH Capital Partners asked about the Canton acquisition's spin galvanizing capabilities, inquiring if AZZ could leverage its existing customer base and what the potential revenue capacity of the new facility might be.

    Answer

    President & CEO Thomas Ferguson explained that AZZ will operate the new Canton facility in conjunction with its other nearby plant to optimize capabilities and customer service. He noted the acquisition brings a new customer base, including some vertically integrated clients, that can be served by AZZ's existing site. He estimated a potential for $5-6 million in incremental volume across the combined operations, emphasizing it was a good strategic move to get back into the bolt-on acquisition game.

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    Gerry Sweeney's questions to AZZ (AZZ) leadership • Q1 2026

    Question

    Gerry Sweeney from ROTH Capital Partners asked about the Canton acquisition, specifically its spin galvanizing capabilities, the potential to leverage existing AZZ customers, and the facility's revenue capacity.

    Answer

    President & CEO Thomas Ferguson explained that the Canton facility is located near an existing, larger AZZ plant, allowing for operational optimization. The acquisition adds new customers that can be served by both sites. He estimated a potential for $5-6 million in incremental volume across the combined operations and expressed satisfaction with re-engaging in the bolt-on acquisition market.

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    Gerry Sweeney's questions to AZZ (AZZ) leadership • Q1 2026

    Question

    Gerry Sweeney of ROTH Capital Partners, LLC requested details on the recent Canton acquisition, focusing on its spin galvanizing capabilities, the potential to leverage existing AZZ customers, and the facility's revenue capacity.

    Answer

    President & CEO Tom Ferguson explained that the Canton facility adds spin galvanizing services and a new customer base that can be cross-leveraged with a nearby AZZ structural galvanizing plant. He characterized the deal as a strategic way to optimize capabilities in the region, estimating it could add $5-6 million in incremental volume and marked a welcome return to the bolt-on acquisition market for the company.

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    Gerry Sweeney's questions to AZZ (AZZ) leadership • Q1 2026

    Question

    Gerry Sweeney from ROTH Capital Partners asked about the Canton acquisition, specifically its spin galvanizing capabilities, the potential to leverage existing customers, and the facility's revenue capacity.

    Answer

    President & CEO Thomas Ferguson explained that the Canton facility is located near an existing, larger AZZ plant, allowing for operational optimization. He noted that Canton brings a new customer base, including vertically integrated clients, and anticipates an incremental volume increase of $5-6 million across the combined local operations. He added that the deal was important for getting the company back into the bolt-on acquisition process.

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    Gerry Sweeney's questions to AZZ (AZZ) leadership • Q1 2026

    Question

    Gerry Sweeney from Roth Capital Partners, LLC inquired about the spin galvanizing capabilities from the Canton acquisition, asking how they could be leveraged with existing customers and about the facility's potential revenue capacity.

    Answer

    President & CEO Thomas Ferguson explained that they will optimize operations between the new Canton facility and a larger, nearby AZZ plant. The deal brings a new customer base that can be cross-sold services. He estimated the potential for $5-6 million in incremental volume across the combined local operations, noting it was a good strategic bolt-on to re-engage their M&A activity.

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    Gerry Sweeney's questions to AZZ (AZZ) leadership • Q1 2026

    Question

    Gerry Sweeney from Roth Capital Partners, LLC asked about the newly acquired Canton facility's spin galvanizing capabilities, inquiring how it could be leveraged with existing customers and its potential revenue capacity.

    Answer

    President & CEO Thomas Ferguson explained that the Canton facility will be operated in conjunction with a nearby, larger AZZ plant to optimize capacity and offer a broader set of services. He noted the acquisition brings a new customer base and creates cross-selling opportunities, estimating a potential for $5-6 million in incremental volume. He emphasized it was a positive, accretive deal that marks their re-entry into bolt-on acquisitions.

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    Gerry Sweeney's questions to LAKELAND INDUSTRIES (LAKE) leadership

    Gerry Sweeney's questions to LAKELAND INDUSTRIES (LAKE) leadership • Q1 2026

    Question

    Inquired about the drivers of the gross margin decline, the reasons for high operating expenses, and the progress of the "head-to-toe" growth strategy in the fire services segment.

    Answer

    Management explained that gross margin was impacted by a temporary purchase variance issue (expected to reverse), purchase accounting from acquisitions, and inventory build. High OpEx was due to one-time travel, freight costs, and acquired company expenses, with $4M in savings identified. The "head-to-toe" strategy is gaining traction, leading to new opportunities, though a pending change in NFPA standards is causing some near-term purchase delays.

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    Gerry Sweeney's questions to SKYX Platforms (SKYX) leadership

    Gerry Sweeney's questions to SKYX Platforms (SKYX) leadership • Q3 2024

    Question

    Gerry Sweeney of ROTH Capital Partners asked for details on the product rollout schedule with Home Depot and Wayfair, the production timeline for the Gen 3 platform, the licensing strategy for Gen 3, and any updates on achieving a mandatory National Electric Code (NEC) designation.

    Answer

    Co-CEO Ran Kohen stated that the product rollout in Home Depot stores and on both retailers' websites will accelerate as more inventory arrives in the coming months. He noted that the Gen 3 platform is in the final safety clearance stages before mass production begins. Kohen emphasized that the GE collaboration is central to the Gen 3 licensing strategy and confirmed that while the NEC mandatory process is lengthy, the company continues to make progress.

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