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    Neal Burk

    stock analyst at UBS Group AG

    Neal Burk is a stock analyst at UBS Group AG, focusing on covered equity research but currently displaying limited performance metrics, with a reported 0% success rate and an average return of -6.81%. Specific companies under his coverage have not been disclosed publicly, and there is no accessible record of high-profile investment calls or notable rankings on major analyst performance platforms. He began his tenure in the financial analysis sector at UBS, with no prominent prior roles or alternative firm experience listed, and limited evidence regarding securities licenses or additional credentials. Burk's professional achievements or industry recognition remain minimal based on available data, reflecting an early or low-profile stage in his analyst career.

    Neal Burk's questions to ESAB (ESAB) leadership

    Neal Burk's questions to ESAB (ESAB) leadership • Q2 2025

    Question

    Neal Burk questioned the implied step-down in incremental margins for the second half of the year, given the strong 37% incremental in Q2. He also asked for an update on new product introductions and their contribution to sales.

    Answer

    CFO Kevin Johnson explained that the change in incrementals is primarily due to the impact of FX, which drops through at a lower rate of around 10%. President & CEO Shyam Kambeyanda added that the company is on track for nearly 100 new product introductions this year, maintaining a vitality rate near 23-24%, and noted new acquisitions will significantly expand the portfolio.

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    Neal Burk's questions to ESAB (ESAB) leadership • Q2 2025

    Question

    Neal Burk of UBS Group AG questioned why the second-half guidance implies a step-down in incremental margins despite strong Q2 performance. He also asked for an update on new product introductions and their contribution to sales.

    Answer

    CFO Kevin Johnson and CEO Shyam Kambeyanda explained the implied step-down in incrementals is primarily due to the impact of FX, which has a lower incremental margin of around 10%. On new products, Shyam Kambeyanda stated the company is on track to introduce nearly 100 new products, maintaining a vitality rate near 23-24%, with recent acquisitions set to expand the portfolio further.

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    Neal Burk's questions to ESAB (ESAB) leadership • Q2 2025

    Question

    Asked about the implied step-down in incremental margins for the second half of the year and requested an update on the contribution from new product introductions.

    Answer

    The lower implied incremental margin in the H2 guidance is primarily due to the impact of foreign exchange, which has a lower flow-through rate. The company continues to focus on innovation, with nearly 100 new products planned for the year, maintaining a vitality rate of around 23-24%.

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    Neal Burk's questions to ESAB (ESAB) leadership • Q1 2025

    Question

    Neal Burk asked for a breakdown of the updated guidance, specifically how much revenue and EBITDA the Bavaria acquisition contributes, and whether the outlook embeds macro uncertainty.

    Answer

    CFO Kevin Johnson stated the Bavaria acquisition adds approximately $20 million to the revenue forecast and accounts for most of the profit guidance increase, contributing $2.5-$3.0 million. CEO Shyam Kambeyanda added that while Bavaria is expected to be EPS neutral in year one, he is confident in significant synergy opportunities that will make it accretive in year two, similar to the past Sandvik acquisition.

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