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    Judson Lindley

    Research Analyst at J.P. Morgan

    Judson Lindley is an Equity Research Analyst at J.P. Morgan Securities LLC, providing specialized analysis for companies in the insurance sector such as TWFG. He has appeared on quarterly earnings calls and contributed to in-depth financial assessments, with his equity research tied to meaningful industry developments and investment insights. Lindley began his analyst career at J.P. Morgan and is a regulated broker registered with FINRA, holding CRD# 7603204. His credentials include licensing through FINRA, indicating compliance with industry standards and regulatory requirements.

    Judson Lindley's questions to KinderCare Learning Companies (KLC) leadership

    Judson Lindley's questions to KinderCare Learning Companies (KLC) leadership • Q2 2025

    Question

    Judson Lindley from J.P. Morgan asked for details on the drivers of the year-over-year gross margin compression and the spread between tuition and wage increases. He also inquired if the weakness in private pay enrollment relative to subsidy enrollment still holds true.

    Answer

    CFO Tony Amandy stated that the 50-100 basis point spread between tuition and wage increases is being maintained. He attributed the gross margin pressure primarily to the decline in occupancy, which impacts leverage on labor and rent. CEO Paul Thompson added that while subsidy enrollment growth has softened slightly, it continues to be strong, supported by state budgets.

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    Judson Lindley's questions to RESOURCES CONNECTION (RGP) leadership

    Judson Lindley's questions to RESOURCES CONNECTION (RGP) leadership • Q4 2025

    Question

    Judson Lindley, on behalf of Andrew Steinerman at J.P. Morgan, requested a bridge from the Q1 revenue guidance to an organic constant currency growth rate and asked for the M&A and FX impacts in the reported Q4 results.

    Answer

    CFO Jenn Ryu clarified that the high end of the Q1 revenue guidance ($120M) implies a 14% year-over-year decline on a same-day basis, with insignificant FX impact and a mostly organic comparison due to the timing of the ReferencePoint acquisition. For Q4, she stated that revenue was down 11% year-over-year on a same-day, constant-currency basis.

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