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Michael Fairbanks

Research Analyst at JPMorgan Chase & Co.

New York, NY, US

Michael Fairbanks is an Equity Research Associate at J.P. Morgan Chase & Co., contributing to the firm's investment research and analysis team. His specialization involves supporting senior analysts in the evaluation of companies and financial data, although specific company coverage and performance metrics have not been publicly disclosed. Fairbanks began his current role at J.P. Morgan Chase & Co. and has not been linked with any prior firms based on available records. Information regarding his professional credentials, such as FINRA registration or securities licenses, is not publicly available at this time.

Michael Fairbanks's questions to HA Sustainable Infrastructure Capital (HASI) leadership

Question · Q3 2025

Michael Fairbanks from JPMorgan Chase & Co. asked how the large $1.2 billion transaction and the projected $3 billion in total volumes for the year might influence HASI's EPS growth algorithm for 2026 and beyond, specifically if a step-up in growth should be anticipated.

Answer

Jeff Lipson, President and CEO, stated that HASI's consistent practice is to provide guidance in February, and the company is currently working on its business plan with the board, indicating more details for 2026 and 2027 would be shared then.

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Michael Fairbanks's questions to BADGER METER (BMI) leadership

Question · Q3 2025

Michael Fairbanks asked about the higher ultrasonic meter volumes as a driver of growth, inquiring if there are any real changes in demand for that offering.

Answer

CEO Ken Bockhorst noted it was a particularly strong quarter for ultrasonic meters due to customer mix. He expects more ultrasonic meters to be sold each year due to adoption, but mechanical meters will still be sold for many years. Michael Fairbanks also inquired about the flow instrumentation segment's return to growth, its drivers, and the general outlook for the segment. CEO Ken Bockhorst stated it's a smaller part of the portfolio, growing in line with GDP, with some quarterly fluctuations.

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Question · Q3 2025

Michael Fairbanks inquired about the return to growth in the flow instrumentation segment, seeking more color on the drivers, particularly water-related end markets, and the general outlook for that segment.

Answer

Ken Bockhorst, Chairman, President and CEO, stated that flow instrumentation is a smaller part of the portfolio, generally expected to grow in line with GDP, with some quarterly fluctuations.

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Michael Fairbanks's questions to Bloom Energy (BE) leadership

Question · Q2 2025

Michael Fairbanks of JPMorgan Chase & Co. asked for the timeline and cost of the planned production capacity expansion to two gigawatts.

Answer

KR Sridhar, Founder, Chairman & CEO, explained that while specific timelines were not disclosed, the expansion would proceed at "AI speed," with capacity additions possible within six months. He estimated the cost at approximately $100 million, spread over several quarters, for which the company is already well-funded.

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Michael Fairbanks's questions to ORMAT TECHNOLOGIES (ORA) leadership

Question · Q1 2025

Michael Fairbanks, on behalf of Mark Strouse, asked about any policy or regulatory developments that could accelerate greenfield geothermal projects in the U.S. and requested an updated outlook on full-year gross margins for the storage and electricity segments.

Answer

Executive Doron Blachar highlighted a recent executive order concerning permitting on BLM land that could dramatically shorten project timelines from years to weeks, which Ormat is actively pursuing. He also updated margin guidance, noting the Storage segment is trending toward the high end of 20%, the Product segment is raised to 19-21%, and the Electricity segment is expected to be a few points lower than last year.

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Michael Fairbanks's questions to Shoals Technologies Group (SHLS) leadership

Question · Q1 2025

Michael Fairbanks of J.P. Morgan Chase & Co. inquired about shifts in the competitive landscape due to tariff uncertainty and requested more details on recent wins in the Battery Energy Storage Solutions (BESS) product line.

Answer

CEO Brandon Moss responded that while customer inquiries have increased, conversations are primarily centered on Shoals' quality, service, and new product capabilities rather than just tariffs. Regarding BESS, he highlighted the large market opportunity and noted the company is securing wins across its three primary channels: traditional solar EPCs, partnerships with prefabricated storage providers, and direct sales to industrial clients like data centers.

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