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Julie Ann

Research Analyst at Truist

I was not able to reliably identify a specific Julie Ann who works as an analyst at Truist, so a verified professional profile with concrete details on title, company coverage, performance metrics, career history, and licenses cannot be produced without risking inaccuracies or misattributing information to the wrong person. Public search results and typical analyst databases do not clearly surface a Truist equity or credit analyst named Julie Ann whose LinkedIn profile, coverage universe, or TipRanks-style statistics can be confidently matched to your query. Without a confirmed LinkedIn identity and corroborating records (such as FINRA BrokerCheck, firm bio pages, or third‑party ranking platforms), any detailed description of her track record, clients covered, or credentials would be speculative. For an accurate profile, you would need either a direct LinkedIn URL or additional unique identifiers such as a middle/last name, location, or specific group (e.g., equity research, fixed income, or corporate and investment banking) within Truist.

Julie Ann's questions to Ferguson Enterprises Inc. /DE/ (FERG) leadership

Question · Q1 2026

Julie Ann, on behalf of Keith Hughes from Truist, asked when Ferguson expects the HVAC business to see an easing of difficult year-over-year comparisons, specifically related to the pre-shipment activity ahead of last year's standard change.

Answer

Kevin Murphy, Ferguson's CEO, acknowledged the challenging HVAC market, citing factors like the A2L transition pull-forward, equipment price increases for new standards, a pressured consumer shifting to repair over replacement, and past multifamily new construction playthrough. He stated it's difficult to pinpoint when the market will return to a "replace" environment or see residential recovery, but expressed long-term bullishness on the HVAC market and Ferguson's continued investment in convenient locations, OEM brand representation, and M&A.

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