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    Peter Kalemkerian

    Research Analyst at Baird

    Peter Kalemkerian is an Equity Research Analyst at Baird, specializing in institutional equity research with a focus on specific sectors and public companies. He plays a key role in providing in-depth analysis and coverage for Baird's investment research division, though specific companies and performance metrics are not publicly detailed. Kalemkerian began his career in financial research and currently operates out of Baird’s Milwaukee office, leveraging his analytical skills to support institutional clients. He holds relevant professional credentials and securities licenses as required for FINRA registration, reflecting strong professional standards and compliance within the industry.

    Peter Kalemkerian's questions to HELIOS TECHNOLOGIES (HLIO) leadership

    Peter Kalemkerian's questions to HELIOS TECHNOLOGIES (HLIO) leadership • Q2 2025

    Question

    Peter Kalemkerian, on behalf of Mig Dobre at Baird, asked for details on second-half margin expectations by segment, the extent of excess capacity in Hydraulics, a potential timeline to return to a 22-23% margin profile, and an update on the commercial food service market.

    Answer

    CEO Sean Bagan and VP Corporate Controller Jeremy Evans projected margin uplift driven by higher volumes and a favorable product mix in both segments. Evans noted the CFP divestiture would add approximately 50 basis points to the consolidated adjusted EBITDA margin. Bagan confirmed they have sufficient capacity for several years of growth. He also highlighted the commercial food service market as a key incremental growth area, citing a new win with Cleveland (Welbilt) and the rollout of the Cygnus Reach software platform.

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