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    Michael Anastasiou

    Research Analyst at Cowen and Company

    Michael Anastasiou most recently served as Vice President and Equity Research Analyst at Cowen and Company, specializing in robotics and automation within the agriculture and industrial sectors. He covered major companies including Deere & Company (DE), AGCO, and CNH Industrial, providing in-depth analysis and market outlooks for investors. Anastasiou joined Cowen in 2022 after experience as an Associate at JPMorgan Chase, and transitioned to TD Securities in 2024. He is FINRA registered with active securities licenses, reflecting his credentials as a regulated broker and equity analyst.

    Michael Anastasiou's questions to ITT (ITT) leadership

    Michael Anastasiou's questions to ITT (ITT) leadership • Q1 2025

    Question

    Michael Anastasiou of TD Cowen asked about potential pre-buying in the connectors market and how aerospace inventory destocking might affect the anticipated OE production ramp.

    Answer

    CFO Emmanuel Caprais stated there is no evidence of pre-buying in the general connector market, with distributor inventories appearing healthy. However, he acknowledged evidence of excess inventory specifically within the aerospace channel. He anticipates a recovery in aerospace orders in the second half of the year, which should translate to revenue improvement toward year-end.

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    Michael Anastasiou's questions to COGNEX (CGNX) leadership

    Michael Anastasiou's questions to COGNEX (CGNX) leadership • Q3 2024

    Question

    Speaking for Joe Giordano, Michael Anastasiou asked about the emerging customer initiative's revenue potential, questioning what the uplift could be in a more normalized factory automation market, given its current success in a weak environment.

    Answer

    CEO Robert Willett clarified the 'almost $1 million per week' booking rate is a growing figure, not a static cadence, and declined to quantify the potential uplift in a better market. He and CFO Dennis Fehr emphasized that since the new sales team now serves existing accounts, not all revenue is incremental, making it difficult to parse out a specific uplift figure.

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