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    Joseph O'Dea

    Managing Director at Wells Fargo

    Joseph O'Dea is a Managing Director at Wells Fargo, specializing in equity research and analysis, with a focus on a range of major corporations within his sector coverage. Over his career, he has developed a strong track record in providing investment insights and recommendations, consistently demonstrating analytical rigor and performance-driven results. Joseph began his professional journey in the financial industry prior to joining Wells Fargo in San Francisco, and has held progressively senior analyst roles, building a reputation for expertise and leadership. He holds all requisite professional credentials for senior research roles, including relevant securities licenses and FINRA registration.

    Joseph O'Dea's questions to Parker-Hannifin (PH) leadership

    Joseph O'Dea's questions to Parker-Hannifin (PH) leadership • Q4 2025

    Question

    Joseph O'Dea of Wells Fargo asked for more detail on the 8% aerospace growth forecast, focusing on margin mix implications between OE and aftermarket, and the expected contribution from Meggitt synergies. He also inquired about the latest sentiment from North American distributor partners.

    Answer

    Chairman & CEO Jennifer Parmentier reiterated the full-year aerospace growth outlook and expressed confidence in continued margin expansion. EVP & CFO Todd Leombruno added that $50 million in Meggitt synergies are still to be realized and will ramp through the year. Regarding distributors, Parmentier described sentiment as bullish with high quoting activity, though some project decisions are being delayed by tariff and interest rate uncertainty.

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    Joseph O'Dea's questions to HUBBELL (HUBB) leadership

    Joseph O'Dea's questions to HUBBELL (HUBB) leadership • Q4 2024

    Question

    Questioned why the 2025 mid-single-digit growth expectation for electrical distribution isn't higher given the easy comparison from 2024. Also asked why the telecom business was still down significantly in Q4 and why its 2025 growth outlook is muted.

    Answer

    The company acknowledged there could be upside to the electrical distribution forecast if market orders are strong. For telecom, the 2023 comps were very strong. The outlook for 2025 is muted because they are being disciplined and focusing on profitable growth in that segment, where pricing has been weak, rather than just chasing volume.

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