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    Gregory Dahlberg

    Research Analyst at Wolfe Research, LLC

    Gregory Dahlberg is an analyst at Wolfe Research, LLC, holding FINRA registration and operating from the firm's Boston office. Specializing in equity research, he covers companies with a focus on quantitative analysis, though specific firm coverage and detailed performance metrics remain undisclosed. Dahlberg's career includes broker registration since his arrival at Wolfe Research Securities, with professional credentials verified by FINRA BrokerCheck. He maintains active securities licenses and has built a reputation for careful investment analysis within his role at the firm.

    Gregory Dahlberg's questions to StandardAero (SARO) leadership

    Gregory Dahlberg's questions to StandardAero (SARO) leadership • Q4 2024

    Question

    Gregory Dahlberg, on for Myles Walton, inquired about the M&A pipeline as a strategic priority, with a focus on the Component Repair Services (CRS) segment, and asked if valuations in that area have expanded.

    Answer

    Executive Alex Trapp confirmed strong interest in CRS acquisitions due to their accretive nature and successful integration history. He mentioned an active pipeline of opportunities but did not provide specifics on current market valuations, stating that M&A remains a key part of their value creation strategy.

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    Gregory Dahlberg's questions to WILLIS LEASE FINANCE (WLFC) leadership

    Gregory Dahlberg's questions to WILLIS LEASE FINANCE (WLFC) leadership • Q3 2024

    Question

    Gregory Dahlberg of Wolfe Research asked for the company's view on using PMA (Parts Manufacturer Approval) parts and inquired about recent engine acquisition activity and the availability of engines for purchase.

    Answer

    Executive Austin Willis explained the company's cautious stance on PMA parts, citing customer preference for OEM parts and potential negative impacts on asset remarketability. Regarding acquisitions, Willis described a broad origination strategy that includes direct OEM orders, programmatic sale-leaseback deals like the one with Air India, and open-market purchases, which are enabled by the company's integrated business model.

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    Gregory Dahlberg's questions to BARRICK MINING (B) leadership

    Gregory Dahlberg's questions to BARRICK MINING (B) leadership • Q2 2024

    Question

    Gregory Dahlberg questioned the Aerospace segment's Q2 margin performance, asking why it wasn't stronger given the favorable mix shift towards the higher-margin aftermarket. He also inquired about the company's path to achieving 100% or better cash conversion in 2025, considering the expected shortfall in the current year.

    Answer

    SVP, Finance and CFO Julie Streich explained that while the aftermarket sales mix was a benefit, it was offset by productivity challenges on the OEM side. These inefficiencies stemmed from demand fluctuations, including the costs of starting and stopping production lines and retaining labor to meet future customer needs. Regarding cash flow, she stated that the 2024 dip is directly tied to a temporary increase in working capital, specifically inventory from OEM disruptions, and affirmed there is no structural reason the company should not return to its normal cash conversion levels in the future.

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    Gregory Dahlberg's questions to BARRICK MINING (B) leadership • Q2 2024

    Question

    Gregory Dahlberg inquired about the drivers behind the second-quarter Aerospace margins, which were lower than expected given the favorable mix, and asked about the path to 100% cash conversion in 2025.

    Answer

    SVP, Finance and CFO Julie Streich explained that while the aftermarket sales mix was a positive, overall Aerospace margins were weighed down by productivity challenges and inefficiencies on the OEM side due to fluctuating demand. Regarding cash flow, she stated the current dip is temporary, caused by an inventory build-up from OEM disruptions, and expects a return to normal cash conversion levels going forward.

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    Gregory Dahlberg's questions to BARRICK MINING (B) leadership • Q1 2024

    Question

    Gregory Dahlberg of Wolfe Research, LLC asked for clarification on the moving parts within the updated 2024 Aerospace sales outlook, specifically regarding the expected performance of OE, aftermarket, and RSP sales.

    Answer

    CEO Thomas Hook stated that the outlook reflects an expectation for stronger growth in the aftermarket, driven by delays in new aircraft deliveries. He noted this mix shift is favorable for profitability. Hook emphasized that the combined company is now well-balanced across engine platforms and geographies, allowing it to absorb market shifts and capitalize on strong overall travel demand.

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