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Greg Burns

Senior Analyst at Sidoti & Company, LLC

Greg Burns is a Senior Analyst at Sidoti & Company, LLC, specializing in equity research across technology, industrials, communication services, and consumer cyclical sectors. He actively covers companies such as Sify Technologies, ScanSource, MillerKnoll, AudioCodes, BlackSky, and ePlus, and has issued 192 price targets on 15 stocks with a notable 77.89% price target met ratio and an average potential upside of 27.82%, including best-performing recommendations on AudioCodes. Beginning his analyst career before 2014 and based in New York, Burns has remained with Sidoti for over a decade, continuously recognized for diligent coverage and actionable investment calls. As a member of FINRA and SIPC, he meets professional standards for securities research and reporting and maintains direct industry contact through investor relations and earnings calls.

Greg Burns's questions to MILLERKNOLL (MLKN) leadership

Greg Burns's questions to MILLERKNOLL (MLKN) leadership • Q1 2026

Question

Greg Burns inquired about the impact of recent industry consolidation on MillerKnoll's competitive outlook, potential for further M&A, and strategies to bolster the lagging international retail business compared to North America.

Answer

Andi Owen (CEO) viewed industry consolidation as positive, presenting opportunities for MillerKnoll, and confirmed the company is always opportunistic regarding M&A. For international retail, Andi Owen noted it's a smaller, primarily wholesale business that has been slower to recover but is showing signs of rebound. Debbie Propst (President of Global Retail) added that direct-to-consumer channels internationally are performing well, while wholesale faces challenges, though green shoots are appearing, particularly with HAY and Muuto brands.

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Greg Burns's questions to MILLERKNOLL (MLKN) leadership • Q1 2026

Question

Greg Burns inquired about the competitive implications of recent industry consolidation, the potential for further M&A, and MillerKnoll's acquisition strategy. He also asked about the performance of the international retail business compared to North America and the long-term view for those markets.

Answer

CEO Andi Owen stated that industry consolidation is positive, reinforcing MillerKnoll's competitive differentiation, and confirmed an opportunistic approach to M&A and acquisitions. VP of Investor Relations Wendy Watson and President of Global Retail Debbie Propst explained that international markets are primarily wholesale, slower to recover, but showing green shoots, especially with HAY and Muuto brands.

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Greg Burns's questions to MILLERKNOLL (MLKN) leadership • Q1 2026

Question

Greg Burns asked about the competitive implications of recent industry consolidation and whether MillerKnoll anticipates further M&A activity. He also questioned the lagging performance of the international retail business compared to North America and the company's long-term strategy to bolster these markets.

Answer

Andi Owen, Chief Executive Officer, stated that industry consolidation is a positive development, shifting the industry into growth mode, and MillerKnoll remains opportunistic regarding M&A. Debbie Propst, President of Global Retail, clarified that international markets are primarily wholesale and have been slower to recover from over-inventory and COVID, though direct-to-consumer channels are performing well. She noted green shoots with HAY and Muuto brands and progress with Knoll and Herman Miller brands.

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Greg Burns's questions to MILLERKNOLL (MLKN) leadership • Q1 2026

Question

Greg Burns asked about the impact of recent industry consolidation on MillerKnoll's competitive landscape and potential M&A strategies. He also inquired about the performance of the international retail business, which is lagging North America, and the long-term outlook and strategies for bolstering these markets.

Answer

CEO Andi Owen views industry consolidation as positive, shifting the industry to growth, and stated MillerKnoll is always opportunistic regarding M&A. For international retail, Ms. Owen noted these markets are primarily wholesale, slower to recover but starting to rebound. President of Global Retail Debbie Propst added that international DTC is performing well, while wholesale faces challenges, though green shoots are appearing with HAY, Muuto, Knoll, and Herman Miller brands.

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Greg Burns's questions to EPLUS (PLUS) leadership

Greg Burns's questions to EPLUS (PLUS) leadership • Q1 2026

Question

Greg Burns of Sidoti & Company, LLC questioned the timing of the financing business divestiture and asked about ePlus's readiness to capitalize on the AI opportunity, including any needs for organic or inorganic investment.

Answer

CEO and President Mark Marron explained that divesting the financing business was a long-considered strategic move, timed to align with market shifts toward AI and cybersecurity. He stated the sale simplifies the business model to a pure-play technology provider, frees up significant cash for strategic growth, and enables shareholder returns like the new dividend. On AI readiness, Marron noted that while ePlus is well-positioned in foundational infrastructure, the company will invest in building its AI consultative service capabilities, potentially through acquisitions, to help clients develop use cases.

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Greg Burns's questions to BlackSky Technology (BKSY) leadership

Greg Burns's questions to BlackSky Technology (BKSY) leadership • Q2 2025

Question

Greg Burns of Sidoti & Company, LLC inquired about the planned number of satellites and cost for the Eros constellation, the expected full-year revenue split between imagery and engineering, and sought more clarity on how the U.S. government spending outlook affects demand for both Gen 3 and Gen 2 services.

Answer

CEO Brian O’Toole stated that specifics on the Eros constellation's size and cost would be shared closer to deployment but assured that the compelling economics of Gen 3 would apply to the new system. CFO Henry Dubois provided a full-year revenue split forecast of approximately 70% imagery and analytics to 30% professional and engineering services. O'Toole added that despite budget dynamics, there remains significant U.S. government demand for Gen 3 capabilities.

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Greg Burns's questions to HNI (HNI) leadership

Greg Burns's questions to HNI (HNI) leadership • Q2 2025

Question

Greg Burns from Sidoti & Company, LLC asked for details on growth investments in the Workplace Furnishings segment, the long-term operating margin target for that business, and the current revenue contribution from the SMB market.

Answer

CEO Jeffrey Lorenger detailed investments in personnel, streamlining the dealer experience, and accelerating new product development cycles. CFO Vincent Berger stated the long-term goal is to push the Workplace Furnishings operating margin towards 12%, an improvement of 200-250 basis points driven by KII synergies and Mexico initiatives. He also confirmed that the SMB business constitutes 40-45% of the segment's revenue.

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Greg Burns's questions to HNI (HNI) leadership • Q2 2025

Question

Greg Burns from Sidoti & Company, LLC asked for details on growth investments in the Workplace Furnishings segment, the long-term target margin range for that business, and what percentage of the workplace business is comprised of SMB.

Answer

Chairman, President & CEO Jeffrey Lorenger detailed that investments in Workplace Furnishings are focused on people capacity, streamlining the dealer experience through automation, and accelerating new product cycles. EVP & CFO Vincent Berger stated the goal is to expand the segment's margin by 200-250 basis points toward a 12% return. Berger also confirmed that the SMB business represents 40-45% of the Workplace Furnishings segment.

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Greg Burns's questions to HNI (HNI) leadership • Q2 2025

Question

Greg Burns from Sidoti & Company, LLC asked for details on the growth investments being made in the Workplace Furnishings segment, the long-term target operating margin for that business, and what percentage of the workplace business is comprised of SMBs.

Answer

CEO Jeffrey Lorenger explained that investments in Workplace Furnishings are focused on increasing people capacity, streamlining the dealer experience through automation, and accelerating new product development cycles. CFO Vincent Berger stated that the business, which was previously at 9.5% margin, has a runway to reach a 12% return, driven by KII synergies and the Mexico ramp-up. He also confirmed that the SMB segment constitutes 40% to 45% of the Workplace Furnishings business.

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Greg Burns's questions to HNI (HNI) leadership • Q2 2025

Question

Greg Burns from Sidoti & Company, LLC asked for details on growth investments in the Workplace Furnishings segment, the long-term margin target for that business, and the proportion of the segment attributable to SMB customers.

Answer

Chairman, President & CEO Jeffrey Lorenger detailed that investments in Workplace Furnishings are focused on increasing people capacity, streamlining the dealer experience, and accelerating new product cycles. EVP & CFO Vincent Berger stated the company sees a path to a 12% return in the segment, representing a 200-250 basis point improvement driven by KII synergies and the Mexico ramp. Berger also confirmed that the SMB business constitutes 40% to 45% of the Workplace segment's revenue.

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Greg Burns's questions to HNI (HNI) leadership • Q2 2025

Question

Greg Burns from Sidoti & Company, LLC asked about the specific areas of growth investment in the Workplace Furnishings segment, the long-term target margin for that business, and the current size of the SMB portion of the workplace business.

Answer

CEO Jeffrey Lorenger detailed that investments in Workplace Furnishings are focused on people capacity, streamlining the dealer experience through automation, and accelerating new product cycles. EVP & CFO Vincent Berger added that the business is targeting a 12% return, driven by 200-250 basis points of margin expansion from KII synergies and Mexico operations. Berger also confirmed that the SMB business represents 40% to 45% of the Workplace Furnishings segment.

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Greg Burns's questions to SIFY TECHNOLOGIES (SIFY) leadership

Greg Burns's questions to SIFY TECHNOLOGIES (SIFY) leadership • Q1 2026

Question

Asked about current and future data center capacity, the specifics of the new pay-per-use AI colocation model, and the timeline for improved profitability following recent investments.

Answer

The company reported 138MW of total operational data center capacity, with two new facilities in Mumbai coming online later in the financial year. They clarified the AI colo model is a 'bring your own GPU' service where Sify provides the specialized infrastructure on a usage basis. Profitability improvements are expected in 12-18 months as investments in the Digital IT Services business mature.

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