Research Analyst at Deutsche Bank Ag\
Nicole DeBlase is Managing Director and Senior Equity Research Analyst at Deutsche Bank, specializing in the US Multi-Industry and Electrical Equipment sectors. She covers a portfolio of industrial goods companies including Symbotic Inc., Vertiv Holdings, Ingersoll Rand, General Electric Vernova, and Custom Truck One Source, consistently ranking among the top Wall Street analysts with a success rate of up to 67.7% and average returns of 16–22.5% per rating. DeBlase began her career at PNC Advisors in 2007, advanced to Vice President at Morgan Stanley, and joined Deutsche Bank in 2016, where she was promoted to Managing Director in 2019. She holds a degree from the University of Maryland and maintains FINRA registration as a securities analyst.
Nicole DeBlaise inquired about how short-cycle industrial trends developed throughout Q3, asking if they remained stable compared to the exit of Q2 or if there were any notable changes.
Vimal Kapur, Chairman and Chief Executive Officer, stated that short-cycle trends were actually better in Q3 compared to Q4 (referring to prior expectations for Q4), and similar dynamics are expected between Q3 and Q4, with no substantial quarter-on-quarter changes anticipated.
Nicole DeBlaise with Deutsche Bank asked how short-cycle industrial trends shaped up throughout Q3, specifically if they remained stable compared to the exit of Q2, or if there were any notable trends.
Chairman and CEO Vimal Kapur stated that short-cycle trends were better in Q3 compared to Q2, and similar trends are expected in the Q4 guide, indicating very similar dynamics in end markets between Q3 and Q4.
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