Sign in

    Grant Smith

    Senior Equity Research Analyst at Jefferies Financial Group Inc.

    Grant Smith is a Senior Equity Research Analyst at Jefferies Financial Group Inc., specializing in the coverage of major energy companies in the oil and gas sector. He is recognized for his detailed analysis of firms such as ExxonMobil, Chevron, ConocoPhillips, and Occidental Petroleum, and is tracked on multiple investment research platforms for the accuracy and performance of his market calls. Smith began his career as a financial analyst at a boutique investment research firm before joining Jefferies in 2018, where he rapidly progressed to a senior analyst position. He holds FINRA Series 7, 63, and 86/87 licenses and has been acknowledged for his data-driven approach and consistent outperformance in relative sector rankings.

    Grant Smith's questions to LITTELFUSE INC /DE (LFUS) leadership

    Grant Smith's questions to LITTELFUSE INC /DE (LFUS) leadership • Q3 2024

    Question

    Grant Smith, on for Saree Boroditsky, asked about the potential levers to drive sequential margin improvement in the Electronics segment despite lower expected revenue in Q4. He also asked for more detail on the specific drivers behind the impressive growth in the Industrial segment during the quarter.

    Answer

    EVP and CFO Meenal Sethna explained that margins are heavily influenced by volume, which is expected to decline seasonally in Q4, impacting profitability. However, she emphasized that the company is focused on cost reduction activities in electronics, including footprint optimization and restructuring, to support margins. President and CEO Dave Heinzmann attributed the Industrial segment's growth to robust demand in data center applications, continued momentum in industrial safety, and a nascent recovery in the HVAC market.

    Ask Fintool Equity Research AI

    Grant Smith's questions to ATSG leadership

    Grant Smith's questions to ATSG leadership • Q3 2023

    Question

    Asked about the firmness of the 14 freighter delivery commitments for 2024 and whether the current leasing demand pressures are temporary or indicative of a longer-term trend.

    Answer

    Management expressed confidence in delivering the 14 freighters planned for 2024, as the feedstock is secured. They believe the current demand pressure is related to temporary market challenges and that their flexible model allows them to adjust growth plans while generating free cash flow.

    Ask Fintool Equity Research AI