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    Mike Halloran

    Research Analyst at Robert W. Baird & Co. Incorporated

    Michael Halloran is Associate Director of Research and Senior Research Analyst at Robert W. Baird & Co. Incorporated, specializing in Flow & Motion Solutions within the industrials sector. He covers over 30 companies, including Mueller Water Products and Generac, and maintains a 56% success rate with an average return of 9.5% on stock recommendations, receiving multiple industry accolades such as being ranked No. 1 earnings estimator in Electrical Equipment by StarMine. Halloran joined Baird in 2004 after earlier roles with the Public Service Commission of Wisconsin and the Frank J. Remington Center, holding an MBA in Finance, a JD, and a BS from the University of Wisconsin. He is a CFA charterholder and holds relevant securities licenses required for his role.

    Mike Halloran's questions to Crane NXT (CXT) leadership

    Mike Halloran's questions to Crane NXT (CXT) leadership • Q2 2025

    Question

    Pez on behalf of Mike Halloran from Robert W. Baird & Co. Incorporated asked for details on the drivers of margin phasing in the second half and for an update on the M&A funnel, including how acquisition opportunities have evolved.

    Answer

    President & CEO Aaron Saak and SVP & CFO Christina Cristiano detailed the margin drivers. For CPI, H2 margins will benefit from a mix shift towards higher-margin gaming sales. For SAT, margins will accrete due to accelerated synergies from the De La Rue integration and normal seasonality. Regarding M&A, Aaron Saak expressed confidence in closing another deal within a year, noting the funnel is the healthiest it's been and that recent acquisitions have opened new adjacencies like ID verification.

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    Mike Halloran's questions to Hayward Holdings (HAYW) leadership

    Mike Halloran's questions to Hayward Holdings (HAYW) leadership • Q2 2025

    Question

    An analyst from Baird, speaking for Mike Halloran, asked about the performance of the commercial business, specifically the pull-through of legacy Hayward products with ClorKing customers. The second question concerned the M&A pipeline and capital allocation priorities given the healthy balance sheet.

    Answer

    President and CEO Kevin Holleran expressed excitement about the commercial business, which has doubled in size since the ClorKing acquisition, with meaningful organic growth as well. He stated the goal is for commercial to become a double-digit percentage of the overall mix. On capital allocation, Holleran prioritized organic growth investments first, followed by M&A, noting a healthy pipeline of opportunities. SVP & CFO Eifion Jones added that the strong balance sheet and cash flow also allow for shareholder returns, referencing the new $450 million share repurchase authorization.

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    Mike Halloran's questions to GRACO (GGG) leadership

    Mike Halloran's questions to GRACO (GGG) leadership • Q2 2025

    Question

    Mike Halloran of Baird asked for details on the strategic rationale behind the ColorService acquisition and what catalysts are needed to improve customer confidence in the core construction and DIY markets.

    Answer

    President and CEO Mark Sheahan detailed that the ColorService acquisition was a strategic move into adjacent dosing technology, expanding their reach into new industries. Regarding construction, he identified improved housing affordability as the critical 'green shoot' needed to unlock significant pent-up demand.

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    Mike Halloran's questions to WATTS WATER TECHNOLOGIES (WTS) leadership

    Mike Halloran's questions to WATTS WATER TECHNOLOGIES (WTS) leadership • Q3 2024

    Question

    An analyst, on behalf of Mike Halloran, asked about the sales process for the new Nexa SaaS platform, customer adoption, and whether field testing has revealed new areas for future organic or M&A investment.

    Answer

    CEO Robert Pagano described the Nexa sales process as different from traditional sales, focusing on solving specific customer problems through strategic accounts and demonstrating value with a payback of less than one year in pilot programs. He confirmed that learnings from Nexa are informing new product development and helping sell core products. CFO Shashank Patel added that learnings from existing leak detection platforms were integrated into Nexa.

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