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    Jake Scholl

    stock analyst at BNP Paribas

    Jake Scholl is a stock analyst at Exane BNP Paribas, specializing in the Consumer Discretionary sector with a focus on auto parts research. He has provided research coverage on companies such as PHINIA, and his stock selection history reflects an impressive 100% success rate and average return of 66.9%, ranking him #1,315 out of 4,786 analysts. Scholl began his coverage at Exane BNP Paribas in 2023, with no public records of previous roles at other firms. His professional credentials include recognition as a named analyst on official company coverage lists, but specific securities licenses or FINRA registrations have not been disclosed publicly.

    Jake Scholl's questions to AMERICAN AXLE & MANUFACTURING HOLDINGS (AXL) leadership

    Jake Scholl's questions to AMERICAN AXLE & MANUFACTURING HOLDINGS (AXL) leadership • Q2 2025

    Question

    Jake Scholl from BNP Paribas, on for James Picariello, asked about any direct impact from steel and aluminum tariffs and the portion of steel exposure covered by contractual recoveries. He also inquired if the Scout Motors award leverages AAM's proprietary eDrive technology.

    Answer

    EVP & CFO Christopher May stated that AAM has minimal exposure to steel and aluminum tariffs as nearly all of its North American consumption is from U.S. sources, and that 85-90% of commodity input costs are passed through to customers via contracts. Chairman & CEO David Dauch confirmed that the Scout win leverages AAM's own IP and proprietary capability for both the e-beam and EDU systems, validating their technology.

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    Jake Scholl's questions to AMERICAN AXLE & MANUFACTURING HOLDINGS (AXL) leadership • Q2 2025

    Question

    Jake Scholl, on behalf of James Picariello at BNP Paribas, asked about the direct impact of steel and aluminum tariffs, the extent of contractual cost recovery, and whether the new Scout award leverages AAM's proprietary eDrive technology.

    Answer

    CFO Christopher May explained that the direct tariff impact is minimal as AAM sources most of its steel and aluminum in the U.S., with 85-90% of commodity costs covered by contractual pass-throughs. CEO David Dauch confirmed the Scout win utilizes AAM's proprietary IP and technology, validating their in-house capabilities.

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    Jake Scholl's questions to GOODYEAR TIRE & RUBBER CO /OH/ (GT) leadership

    Jake Scholl's questions to GOODYEAR TIRE & RUBBER CO /OH/ (GT) leadership • Q2 2025

    Question

    Jake Scholl of BNP Paribas inquired about Goodyear's mitigation efforts for worsening tariff impacts and sought confirmation on the implied full-year SOI outlook, which appeared significantly reset. He also asked about the potential volume disruption from the wind-down of the Cooper brand's relationship with distributor ATD and the expected timeline for resolution.

    Answer

    EVP & CFO Christina Zamarro confirmed that tariff costs are rising but stated the company has sourcing and cost-saving actions to mitigate the impact, which will be detailed later. She acknowledged the uncertain environment makes a Q4 volume forecast difficult. CEO Mark Stewart explained the strategic decision to exit ATD was to partner with more aligned distributors like TireHub, noting ATD was less than 5% of consumer replacement volume. Zamarro added that 95% of the retail base had voluntarily transitioned to new distributors by July.

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    Jake Scholl's questions to Lucid Group (LCID) leadership

    Jake Scholl's questions to Lucid Group (LCID) leadership • Q2 2025

    Question

    Jake Scholl, on behalf of James Picariello at BNP Paribas, requested quantification of Lucid Gravity deliveries in Q2, questioned a potential delivery ramp issue based on third-party data, and asked for the rationale behind the implied doubling of CapEx spending in the second half of the year.

    Answer

    Interim CEO Marc Winterhoff refuted the third-party data for July as 'totally false' and stated that while specific numbers are not disclosed, the Gravity ramp is proceeding and will constitute the majority of H2 deliveries. CFO Taoufiq Boussaid explained that CapEx is back-loaded, with most of the H2 spend allocated to the AMP-2 facility in Saudi Arabia, reflecting a focused investment strategy.

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    Jake Scholl's questions to GENTEX (GNTX) leadership

    Jake Scholl's questions to GENTEX (GNTX) leadership • Q2 2025

    Question

    Jake Scholl, on behalf of James Picariello at BNP Paribas, asked for an assessment of the VOXX portfolio to identify non-core assets for potential divestiture and for clarity on the expected revenue trajectory for the China market in the second half of 2025 and beyond.

    Answer

    President & CEO Steve Downing and CFO Kevin Nash indicated that all parts of the VOXX business have a strategic fit, from Premium Audio supporting home automation to biometrics being a long-term technology play. Downing projected China revenue to be around $25 million per quarter in the second half of 2025 and estimated a future annual run rate of $75 million to $110 million if tariffs remain below 50%.

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    Jake Scholl's questions to Garrett Motion (GTX) leadership

    Jake Scholl's questions to Garrett Motion (GTX) leadership • Q2 2025

    Question

    Jake Scholl from BNP Paribas inquired about the key drivers for the stronger operating performance expected in the second half of the year and requested an update on the tariff recovery situation.

    Answer

    CFO Sean Deason stated that second-half performance will benefit from continued cost controls and noted that if industry volumes stabilize, the company could trend toward the upper end of its guidance. CEO Olivier Rabiller confirmed that Garrett Motion absolutely expects to fully recover all tariff costs this year, as it has the necessary tools and a successful track record of doing so.

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    Jake Scholl's questions to Garrett Motion (GTX) leadership • Q2 2025

    Question

    Inquired about the drivers for the stronger operating performance expected in the second half of the year, particularly with volume assumptions remaining unchanged, and asked for an update on the tariff recovery situation.

    Answer

    The stronger second-half performance is expected to be driven by continued cost control. The company's volume outlook is conservative, and if industry volumes are better than projected, there is potential to trend toward the upper end of the guidance range. The company confirmed it still expects to fully recover all tariff costs for the year.

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    Jake Scholl's questions to PHINIA (PHIN) leadership

    Jake Scholl's questions to PHINIA (PHIN) leadership • Q2 2025

    Question

    Jake Scholl from BNP Paribas asked about the potential financial impact from the recently announced Ford fuel pump recall and questioned the company's capital allocation strategy for the remainder of the year, particularly balancing share repurchases with the pending SEM acquisition.

    Answer

    President & CEO Brady Ericson stated there was nothing to update regarding the Ford recall, referring to it as a Ford issue and confirming PHINIA is comfortable with its current financial position and disclosures. On capital allocation, Ericson emphasized the company's strong balance sheet and cash flow outlook, noting the SEM acquisition is manageable and will not preclude further share repurchases. He affirmed that the company will continue to evaluate buybacks on a quarterly basis, viewing the stock as a good investment.

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