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    Mike Helen

    Research Analyst at Robert W. Baird & Co.

    Mike Helen is an analyst at Robert W. Baird & Co., specializing in equity research and investment analysis within the financial sector. Despite a thorough search, there are no publicly available metrics regarding his performance track record, rankings on analyst platforms, or specific companies he covers. His professional history, including previous experience and career timeline at Baird, is not detailed in accessible sources, nor are securities licenses or industry credentials confirmed. No notable achievements or recognitions have been reported in available records.

    Mike Helen's questions to Mueller Water Products (MWA) leadership

    Mike Helen's questions to Mueller Water Products (MWA) leadership • Q2 2025

    Question

    Representing Mike Helen, an analyst inquired if the company's pricing actions are expected to offset new tariffs on a one-for-one dollar basis and asked for an update on the M&A pipeline and strategy.

    Answer

    CEO Marietta Zakas clarified that recently announced double-digit price increases on targeted products will mitigate, but not fully cover, the tariff impact. She highlighted a timing lag, with tariff costs hitting in Q3 and price benefits arriving in Q4. Regarding M&A, Zakas stated the company is more active in seeking acquisitions to expand its product portfolio but remains disciplined on valuation and actionability.

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