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John Brandberg

**Managing Member** and Research Analyst at Loudon Street Capital

John Brandberg is a **Managing Member** and Research Analyst at Loudon Street Capital, specializing in small-cap industrial and manufacturing companies. He has covered specific firms like TECHPRECISION (TPCS) and its subsidiary Stadco, actively engaging in earnings calls by asking detailed questions on product mix, customer relationships, and scalability strategies during Q3 2026. While specific performance metrics such as success rates or rankings on platforms like TipRanks are not publicly available, his involvement highlights hands-on research in niche manufacturing sectors; his career timeline and previous experience remain undisclosed in available sources, with no professional credentials like FINRA registrations identified.

John Brandberg's questions to TECHPRECISION (TPCS) leadership

Question · Q3 2026

John Brandberg, Managing Member at Loudon Street Capital, asked for clarification on the product mix issues at Stadco, questioning the balance of customer versus management control. He also challenged the company's approach to customer relationships and contracts, advocating for stronger contractual protections and a strategy to achieve scalability given the highly specialized manufacturing process.

Answer

CFO Phil Podgorski confirmed product mix issues were isolated to Stadco, primarily driven by delays in customer-furnished materials, which forced a shift to less profitable projects. CEO Alex Shen elaborated on the custom, one-at-a-time nature of their work and affirmed the need to carefully select customers and strengthen contractual protections, noting they have walked away from unfavorable contracts. For scalability, Alex emphasized focusing on repeating part numbers within long-term programs of record and eliminating one-time projects.

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