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    Josh Vesely

    Research Analyst at Baird

    Josh Vesely serves as an Equity Research Analyst at Baird, where he specializes in financial sector equity research, covering a range of publicly traded companies. While specific companies he covers and detailed performance metrics are not publicly available, he has established his role within Baird with a focus on in-depth quantitative and qualitative research for institutional clients. Vesely began his career in equity research and has maintained his analyst position at Baird for several years, though additional prior experience at other firms has not been documented. He holds key industry credentials typical for his role, such as FINRA Series 7 and Series 63 registrations.

    Josh Vesely's questions to Axalta Coating Systems (AXTA) leadership

    Josh Vesely's questions to Axalta Coating Systems (AXTA) leadership • Q2 2025

    Question

    Josh Vesely from Baird, on for Ghansham Panjabi, asked for a breakdown of Axalta's Q2 organic sales performance relative to its end markets and questioned the drivers behind the implied Q4 step-up in adjusted EBITDA guidance.

    Answer

    CFO Carl Anderson detailed that while consolidated organic sales were down ~3%, the Mobility segment outperformed, particularly in Commercial Vehicles, which was down only low-single-digits versus a market down 17%. He attributed the expected Q4 EBITDA strength to ongoing cost actions, a sequential revenue step-up in Mobility, and a positive inflection in the Refinish business, expressing confidence in delivering the full-year guidance.

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    Josh Vesely's questions to GREIF (GEF) leadership

    Josh Vesely's questions to GREIF (GEF) leadership • Q2 2025

    Question

    Josh Vesely of Baird inquired about customer sentiment regarding end-market demand amid tariff discussions and asked for more detail on the near-term impact of tariff-related raw material inflation.

    Answer

    CEO Ole Rosgaard stated that customer sentiment is largely unchanged, with softness in housing and auto builds impacting chemical customers. He noted the direct tariff impact is not material and well below the $10 million worst-case scenario due to mitigation efforts. EVP & CFO Larry Hilsheimer added that resulting steel price hikes in the U.S. could create a temporary margin tailwind, potentially making the tariffs a net positive for Greif.

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