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    Jonathan Windham • UBS

    Jonathan Windham's questions to Generac Holdings Inc (GNRC) leadership

    Jonathan Windham's questions to Generac Holdings Inc (GNRC) leadership • Q1 2025

    Question

    Jonathan Windham asked for a review of the manufacturing activities at Generac's facilities in Mexico, India, and China.

    Answer

    President and CEO Aaron P. Jagdfeld described an 'in-country, for-country' strategy. The Mexico plant serves Latin America with some sales to the U.S.; the India plant serves India exclusively; and the China plant serves China and Europe. He noted this global footprint offers flexibility for tariff mitigation, such as leveraging the USMCA agreement by potentially shifting more production to Mexico.

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    Jonathan Windham's questions to Solaredge Technologies Inc (SEDG) leadership

    Jonathan Windham's questions to Solaredge Technologies Inc (SEDG) leadership • Q4 2024

    Question

    Jonathan Windham asked about the potential for further working capital efficiency improvements, given the positive contribution in Q4 from lower receivables and higher deferred revenue.

    Answer

    CFO Ariel Porat affirmed that there is 'much more to do' on working capital efficiency. He highlighted ongoing efforts with suppliers, the use of automation in U.S. facilities to improve inventory management, and a continued focus on managing both accounts receivable and payable.

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    Jonathan Windham's questions to Fluence Energy Inc (FLNC) leadership

    Jonathan Windham's questions to Fluence Energy Inc (FLNC) leadership • Q4 2024

    Question

    Jonathan Windham asked how the financial risk of potential tariff increases on Chinese imports is allocated within existing contracts—whether it is borne by the customer, the battery manufacturer, or Fluence.

    Answer

    President and CEO Julian Nebreda and CFO Ahmed Pasha explained that the risk allocation varies by contract, with some deals including cost-sharing provisions with both suppliers and customers. They emphasized the impact would be immaterial, as only about 10% of the U.S. backlog has this exposure, which can be further mitigated by accelerating imports.

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    Jonathan Windham's questions to Array Technologies Inc (ARRY) leadership

    Jonathan Windham's questions to Array Technologies Inc (ARRY) leadership • Q3 2024

    Question

    Jonathan Windham inquired about potential changes in customer ordering behavior, such as safe-harboring attempts, given the risk of policy changes under a new administration.

    Answer

    CEO Kevin Hostetler stated it is too early to predict changes in customer behavior related to the election outcome. He emphasized that the primary factors currently causing customer pause are uncertainty around domestic content rules and AD/CVD tariff rates. He believes clarity on these issues, expected by year-end, will be the main driver for normalizing order cadence.

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    Jonathan Windham's questions to Nextracker Inc (NXT) leadership

    Jonathan Windham's questions to Nextracker Inc (NXT) leadership • Q2 2025

    Question

    Jonathan Windham of UBS asked for guidance on what proportion of Nextracker's U.S. business its new 100% U.S. domestic content tracker is likely to represent as it ramps up.

    Answer

    CEO Dan Shugar clarified that the first delivery of the 100% U.S. tracker was accelerated and is scheduled for the current quarter (Q3). He stated that while demand is stronger than anticipated, it is too early to guide on the percentage of future business it will represent. He mentioned this could be addressed in a subsequent earnings call or at the company's Analyst Day.

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