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    Jay Lewis

    Research Analyst at Robert W. Baird & Co. Incorporated

    Jay Lewis is an Equity Research Analyst at Robert W. Baird & Co. Incorporated, specializing in Healthcare Supply Chain and Pharma Services research since July 2024. He provides in-depth coverage of companies within those sectors, leveraging analytical expertise to inform institutional clients, though specific performance rankings and historical investment returns are not publicly disclosed. Jay Lewis began his analyst role at Baird in 2024, and prior professional experience is not listed in available sources. He holds appropriate securities industry credentials and is registered with FINRA, demonstrating compliance with regulatory requirements.

    Jay Lewis's questions to OWENS & MINOR INC/VA/ (OMI) leadership

    Jay Lewis's questions to OWENS & MINOR INC/VA/ (OMI) leadership • Q2 2025

    Question

    Jay Lewis of Baird asked about the expected impact of the 'one big beautiful bill' on the company's cash flow and cash taxes for 2025 and 2026.

    Answer

    EVP & CFO Jon Leon described the legislation as a 'net positive' for Owens & Minor. He explained that it is a continuation of beneficial tax laws from 2017 that will continue to help the company's cash tax position, particularly through measures like interest deductibility, given the company's debt level.

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    Jay Lewis's questions to Premier (PINC) leadership

    Jay Lewis's questions to Premier (PINC) leadership • Q3 2025

    Question

    Jay Lewis sought to confirm the absence of one-time cancellation payments in the quarter and inquired about the outlook for the Performance Services segment, questioning why demand would remain strong in a difficult macro environment where hospitals typically delay investments.

    Answer

    President and CEO Michael Alkire confirmed there were no one-time cancellation payments. Chief Administrative and Financial Officer Glenn Coleman added that a payment is expected in Q4 but did not provide a specific amount. Alkire then explained that financial pressure on health systems historically increases, rather than decreases, demand for Performance Services as they actively seek technology and advisory solutions to automate processes and reduce costs.

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