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    Mike Crawford • B. Riley Securities

    Mike Crawford's questions to Kimball Electronics Inc (KE) leadership

    Mike Crawford's questions to Kimball Electronics Inc (KE) leadership • Q4 2025

    Question

    Mike Crawford of B. Riley Securities inquired about the new Indianapolis facility's timing and revenue capacity, the company's capital allocation focus between the Medical CMO and other areas like industrial, and the general impact of tariffs on its global operations.

    Answer

    CEO Richard Phillips stated the Indianapolis facility will have its grand opening in November and can handle "hundreds of millions of dollars" in business. He confirmed a primary focus on the Medical CMO but noted opportunities exist across all verticals. Regarding tariffs, he explained that Kimball is often not the importer of record, considers tariffs a pass-through cost, and takes "no regrets moves" like qualifying alternative supply sources. CFO Jana Croom added the new facility's capacity could be "well in excess of $500,000,000".

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    Mike Crawford's questions to Anterix Inc (ATEX) leadership

    Mike Crawford's questions to Anterix Inc (ATEX) leadership • Q1 2026

    Question

    Mike Crawford inquired about the potential gain from remaining narrowband-to-broadband license exchanges, the timing for these conversions, and the company's strategy for spectrum in regions where a utility has dropped out of the pipeline.

    Answer

    CFO Timothy Gray explained that while Anterix can apply for broadband licenses in 90% of U.S. counties, only 10% have been granted, with over $1 billion in potential gains expected over time. He declined to provide specific timing guidance due to the variability of the FCC approval process. COO Ryan Gerbrandt clarified that the utility mentioned did not fall out of the pipeline; rather, its executive sponsor changed roles, and Anterix remains confident in the opportunity.

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    Mike Crawford's questions to Anterix Inc (ATEX) leadership • Q4 2025

    Question

    Mike Crawford of B.Riley Securities asked for an update on new members of the Anterix Active Ecosystem, questioned the potential impact of a competitor acquiring 800 MHz spectrum, and inquired about the company's goals for new contract signings over the next 12-18 months.

    Answer

    COO Ryan Gerbrandt noted the ecosystem has grown to over 140 participants, highlighting a recent product offering from Digi International. CEO & President Scott Lang addressed the competitive landscape, stating Anterix is well-positioned with proven deployments, strong economics, and a clear path to 5x5 MHz, making it the preferred choice for utilities. CFO Timothy Gray stated that Anterix aims to significantly grow its contracted proceeds in fiscal 2026, surpassing the $116 million achieved in fiscal 2025.

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    Mike Crawford's questions to Kratos Defense and Security Solutions Inc (KTOS) leadership

    Mike Crawford's questions to Kratos Defense and Security Solutions Inc (KTOS) leadership • Q2 2025

    Question

    Mike Crawford from B. Riley Securities inquired about the ranking of key missile programs, the status of new facility constructions, and whether Kratos would begin another Valkyrie production run before securing a new award.

    Answer

    CEO Eric DeMarco confirmed involvement in numerous key missile and radar programs without ranking them. CFO Deanna Lund stated that facility build-outs are mostly on track, though some construction schedules could slip into 2026. Mr. DeMarco declined to comment on future Valkyrie production plans to avoid getting ahead of customers.

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    Mike Crawford's questions to Ducommun Inc (DCO) leadership

    Mike Crawford's questions to Ducommun Inc (DCO) leadership • Q2 2025

    Question

    Mike Crawford questioned the strategy for the engineered and aftermarket products business, asking if its current ~$200M run rate provides enough scale to be a standalone entity and how difficult a separation would be. He also asked for an update on the company's progress in the space and unmanned systems markets.

    Answer

    SVP & CFO Suman Mookerji highlighted the synergies between the engineered products business and the core contract manufacturing operations, noting they share the same customer base. Chairman, President & CEO Stephen Oswald added that building scale in that segment is a top priority and advised to 'stay tuned' on its long-term structure. Regarding space, Oswald described the market as opportunistic for Ducommun, which supplies key components but remains more strategically focused on defense and commercial aerospace due to high development costs.

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    Mike Crawford's questions to NextNav Inc (NN) leadership

    Mike Crawford's questions to NextNav Inc (NN) leadership • Q2 2025

    Question

    Mike Crawford of B. Riley Securities asked about NextNav's next steps in the FCC process toward a Notice of Proposed Rulemaking (NPRM) and for an update on potential partnerships with space-based PNT providers.

    Answer

    CEO Mariam Sorond stated that NextNav has submitted a complete and robust technical record to the FCC, which she believes is sufficient for the agency to proceed with an NPRM. Regarding partnerships, Sorond confirmed the company's belief in a 'system of systems' approach and continues discussions with satellite players, but had no specific updates to share at this time.

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    Mike Crawford's questions to TTM Technologies Inc (TTMI) leadership

    Mike Crawford's questions to TTM Technologies Inc (TTMI) leadership • Q2 2025

    Question

    Mike Crawford of B.Riley Securities inquired about the capacity expansion plans in Penang, the project timeline for the Syracuse facility, capital plans for the new Wisconsin site, and the current environment for potential M&A in the defense and RF sectors.

    Answer

    President & CEO Thomas Edman detailed that Penang's Phase 1 has ~$200M in revenue capacity, with a potential 20% increase in Phase 2, and the new land purchase secures long-term options. He confirmed the Syracuse facility is on track for production in H2 2026, while capital plans for Wisconsin are undefined pending customer commitments. On M&A, Edman noted a recent pause but expects more opportunities in the microelectronics and RF microwave space to emerge over the next 12-18 months.

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