Sign in

    Jordan Levy • Truist Securities

    Jordan Levy's questions to Generac Holdings Inc (GNRC) leadership

    Jordan Levy's questions to Generac Holdings Inc (GNRC) leadership • Q1 2025

    Question

    Jordan Levy asked about the strategy for new product rollouts and economics in the residential solar space, considering market challenges and tariffs, beyond the current boost from the Puerto Rico program.

    Answer

    President and CEO Aaron P. Jagdfeld highlighted a strong quarter for Energy Technology, driven by Ecobee and the Puerto Rico program. He sees opportunity in supplier consolidation within the solar market. He expressed long-term confidence driven by rising power costs, which support the economics of solar and storage even without incentives. The new, lower-cost Power Cell 2 system is launching soon, with more innovations to be revealed in September.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Generac Holdings Inc (GNRC) leadership • Q4 2024

    Question

    Jordan Levy inquired about the upcoming next-generation home standby generator rollout, asking about its expected pricing and cost structure relative to the current product line and how this is reflected in the 2025 guidance.

    Answer

    CEO Aaron P. Jagdfeld confirmed the new product line has an enhanced feature set that will add some nominal cost, and consequently, pricing will be higher. He noted that while pricing assumptions are baked into the 2025 guidance, the impact is modest. The company is holding off on a formal price announcement to assess the ongoing tariff situation before finalizing.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Generac Holdings Inc (GNRC) leadership • Q3 2024

    Question

    Jordan Levy of Truist Securities inquired about the potential to expand financing options for home standby generators, noting that the current program accounts for about 20% of dealer sales.

    Answer

    CFO York Ragen affirmed that financing is a critical tool for overcoming price barriers and improving close rates. He stated that Generac plans to ramp up its financing initiatives through the dealer channel in 2025, making it a 'big focus' for the upcoming year to help drive sales.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Quantumscape Corp (QS) leadership

    Jordan Levy's questions to Quantumscape Corp (QS) leadership • Q1 2025

    Question

    Jordan Levy inquired about the specifics of the Murata Manufacturing collaboration, asking whether Murata would be integral to the commercialization process from the start or step in later. He also asked if geopolitical factors and tariffs have increased excitement among potential IP licensing customers.

    Answer

    CEO Dr. Siva Sivaram confirmed that Murata is expected to be a very integral partner in the supply chain ecosystem from the development phase, citing their expertise in high-volume precision ceramic manufacturing and their excitement about the Cobra process. Dr. Sivaram also noted a real uptick in urgency and excitement from potential customers since the company announced its technology licensing model. CFO Kevin Hettrich added that partners like Murata add value to the core technology platform, making it more robust.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to REX American Resources Corp (REX) leadership

    Jordan Levy's questions to REX American Resources Corp (REX) leadership • Q4 2024

    Question

    Jordan Levy of Truist Securities inquired about the reasons for the increased capital budget for the One Earth expansion project and asked for an update on regulatory dialogue with the EPA regarding the Class VI well permit.

    Answer

    CEO Zafar Rizvi explained that the capital budget increased because REX decided to invest in more energy-efficient equipment that could handle future production growth up to 225 million gallons, which also extended the project's timeline. Regarding regulations, Rizvi confirmed that communication with the EPA, which had previously stopped, has resumed. Executive Chairman Stuart Rose added that while the new administration seems more responsive, the ultimate regulatory outcomes are still uncertain.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to REX American Resources Corp (REX) leadership • Q3 2024

    Question

    Jordan Levy inquired about the potential impact on REX's growth initiatives, specifically the CCUS project and plant expansion, if the incoming administration does not finalize the 45Z tax credit guidance. He also asked about the most attractive opportunities for deploying the company's significant cash balance.

    Answer

    Executive Chairman Stuart Rose stated that REX does not expect 45Z to be finalized this term and acknowledged uncertainty with a new administration. However, he emphasized that the existing 45Q credit at $85/ton is already law and would still make the carbon capture project very profitable. CEO Zafar Rizvi added that support from farmers could be influential. Regarding capital allocation, Stuart Rose highlighted share buybacks during stock drops, evaluating potential ethanol plant acquisitions, and exploring other business ventures as key opportunities.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to REX American Resources Corp (REX) leadership • Q2 2024

    Question

    Jordan Levy of Truist Securities asked for an update on the carbon capture project timeline, specifically the pipeline build-out post-permit approval. He also inquired about the potential impact of the U.S. election on carbon capture policy and the conditions needed for a future expansion of the South Dakota plant.

    Answer

    CEO Zafar Rizvi and Executive Chairman Stuart Rose clarified that the main project delay is permitting, not construction, with an expected operational start in August or September 2025, contingent on EPA and state approvals. Stuart Rose added that he views carbon capture as a bipartisan issue, not significantly threatened by the election. Regarding the South Dakota plant, Rose stated an expansion would depend on efficiency gains and local corn supply, not the Summit pipeline, with a key goal of lowering the plant's Carbon Intensity (CI) score to qualify for tax credits.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Fluence Energy Inc (FLNC) leadership

    Jordan Levy's questions to Fluence Energy Inc (FLNC) leadership • Q1 2025

    Question

    Jordan Levy asked about the confidence in securing the uncovered portion of the new guidance and whether there was potential for further cost reductions beyond the $30 million announced.

    Answer

    President and CEO Julian Nebreda expressed confidence but acknowledged being in the "penalty box" and needing to deliver new contracts by the next call. He explained the $30 million in cuts align costs with the new revenue outlook and their model of having costs grow at half the rate of revenue.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Nextracker Inc (NXT) leadership

    Jordan Levy's questions to Nextracker Inc (NXT) leadership • Q3 2025

    Question

    Jordan Levy inquired about Nextracker's steel supply chain and the potential risks associated with discussions around new tariffs.

    Answer

    Dan Shugar, CEO and Founder, stated the company feels very good about its supply chain, both domestically and internationally. He emphasized strong relationships with U.S. steel mills, the use of 100% U.S. steel for U.S.-made tubes, and a global footprint that allows for arbitrage. He concluded that the supply chain is considered a competitive strength.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Nextracker Inc (NXT) leadership • Q2 2025

    Question

    Jordan Levy of Truist Securities followed up on comments about increased R&D spending, asking for more specific color on the new technologies and markets Nextracker finds attractive for expansion.

    Answer

    CEO Dan Shugar explained that R&D investments are spread across their three core patent categories: mechanical, electronics/controls, and software. He described a disciplined process for evaluating innovation based on customer value, monetization potential, and risk. He emphasized that new technologies are piloted in the field and that the company remains open to acquiring technology.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Shoals Technologies Group Inc (SHLS) leadership

    Jordan Levy's questions to Shoals Technologies Group Inc (SHLS) leadership • Q3 2024

    Question

    Jordan Levy asked about the typical timeframe for booking projects for the following year and inquired about customer response to the new international product set.

    Answer

    CEO Brandon Moss explained that the project cycle has elongated to 13-14 months, with some orders now being booked for 2026, providing longer-term visibility. He also noted that while no major international wins have been announced, the new products have generated substantial quoting activity since their launch, which is a positive leading indicator.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Sunrun Inc (RUN) leadership

    Jordan Levy's questions to Sunrun Inc (RUN) leadership • Q3 2024

    Question

    An analyst on behalf of Jordan Levy asked about the profitability and margin profile of the new homes segment compared to the traditional subscription model, and how blended margins might be affected as the segment grows.

    Answer

    CFO Danny Abajian reiterated that the new homes business has strong cost efficiencies in sales and permitting. He explained that while individual system sizes may be smaller, the margin percentage is similar to comparable retrofit products due to these efficiencies. As a high-value market primarily in California, it compares well, and the batch nature of the installations provides a strong offset to smaller system sizes.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Array Technologies Inc (ARRY) leadership

    Jordan Levy's questions to Array Technologies Inc (ARRY) leadership • Q3 2024

    Question

    Jordan Levy asked for the timeline of the remaining low-margin VCA contract and whether there have been any structural shifts between VCA and EPC contracts.

    Answer

    CEO Kevin Hostetler stated that this is the only remaining fixed-price VCA contract, which was signed in 2021 and extends through 2026. He anticipates a couple more low-margin projects will ship under this VCA before it concludes. He did not indicate any broader structural shifts in contract types.

    Ask Fintool Equity Research AI

    Jordan Levy's questions to Enphase Energy Inc (ENPH) leadership

    Jordan Levy's questions to Enphase Energy Inc (ENPH) leadership • Q3 2024

    Question

    Jordan Levy sought clarification on whether Enphase was making pricing concessions in Europe and if there was any change to its overall pricing strategy for microinverters.

    Answer

    President and CEO Badri Kothandaraman firmly denied any broad pricing concessions in Europe or elsewhere. He reiterated that Enphase maintains a disciplined, value-based pricing strategy managed by a dedicated team. While minor, case-by-case adjustments for loyal customers are part of normal business, he stressed that there has been no strategic shift to lower prices.

    Ask Fintool Equity Research AI