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Noah Zaskin

Vice President and Equity Research Analyst at Keybanc Capital Markets,inc /oh/

Noah Zaskin is a Vice President and Equity Research Analyst at KeyBanc Capital Markets, specializing in the coverage of the recreational vehicles and leisure products sector with a focus on companies such as Winnebago Industries and Malibu Boats. He is known for his detailed and data-driven analyses on these companies, actively participating in earnings calls and recognized for providing actionable insights to institutional investors. Zaskin began his career in equity research and has held progressively senior roles, joining KeyBanc Capital Markets as VP prior to 2025 after prior analyst experience elsewhere. He holds the necessary FINRA securities licenses for his analyst role and is respected within the sector for his clear communication and thorough approach.

Noah Zaskin's questions to GARMIN (GRMN) leadership

Question · Q3 2025

Noah Zatskin asked if the raised guidance for the marine segment was purely idiosyncratic or reflected an improving end market. He also requested updated thoughts on tariffs.

Answer

Cliff Pemble, President and CEO, confirmed that the marine end market has stabilized and is showing an uptick, particularly in aftermarket, driven by resilient consumers and market share gains across categories like chart plotters and trolling motors. On tariffs, he stated the situation has been mostly stable, with short-term adjustments made, and the company is now focused on longer-term supply chain optimizations.

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Noah Zaskin's questions to WINNEBAGO INDUSTRIES (WGO) leadership

Question · Q4 2025

Noah Zaskin inquired about expectations for warranty expenses in fiscal year 2026 relative to fiscal year 2025, seeking any notable trends or drivers.

Answer

President and CEO Michael Happe clarified that warranty expense includes both quality-driven costs and significant customer goodwill, citing Barletta's high level of customer support as an example. Senior Vice President and CFO Bryan Hughes noted improved warranty year-over-year in the motorhome segment, with slightly elevated experience in towable and marine segments. He expects consistent warranty rates in fiscal 2026, with no major drivers to operating income yield.

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