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Rob Jamison

Research Analyst at Vertical Research Partners

Rob Jamison is Vice President and Senior Equity Research Analyst at Vertical Research Partners, specializing in industrial technology and Smid Cap Industrials. He covers specific companies including Keysight Technologies, Ralliant Corp, and Photoneo, with a track record of active participation in earnings calls and sector analysis, though published success rates or portfolio return metrics are not publicly available. Jamison began his analyst career after eight years in equity sales and trading at Knight Capital, Janney Capital Markets, and Convergex Group, later spending eight years at Cowen and Company and serving as a Director at UBS before joining Vertical Research Partners. He holds professional equity research credentials and has substantial experience in both sales/trading and equity research, although specific FINRA registrations or securities licenses are not disclosed.

Rob Jamison's questions to Ralliant (RAL) leadership

Question · Q4 2025

Rob Jamison followed up on the EA impairment, asking about the timing, the balance between industry forecast reduction and EA-specific issues, the competitive landscape in high-power electronic load and supply test, and EA's differentiation. He also asked for more detail on data center activities within Test and Measurement and the sizing of defense/government within communications.

Answer

Neill Reynolds, CFO, clarified that the timing of the EA impairment was driven by recent changes in EV subsidies and significant write-downs by large auto OEMs, which necessitated a re-evaluation of forecasts. Tami Newcombe, President and CEO, added that while the automotive opportunity is smaller, EA's technology is being redirected to other energy storage applications. Within Test and Measurement communications, she stated that 70-80% is aerospace and defense, with the remainder directly to hyperscalers, noting that AI data centers broadly boost demand for all electronics testing.

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Rob Jamison's questions to IDEX CORP /DE/ (IEX) leadership

Question · Q3 2025

Rob Jamison from Vertical Research Partners asked for a framework for thinking about 2026, specifically regarding key risks and opportunities for organic growth, and the path to driving the business back to its historic mid-single-digit organic growth algorithm, without requesting formal guidance.

Answer

Eric Ashleman, President and CEO of IDEX Corporation, outlined three key factors for 2026: the nature of base-level industrial entitlement (monitoring bellwether businesses for inflection), pricing dynamics (balancing inflation coverage with policy-driven increases amidst fatigue), and momentum in individual growth platforms where IDEX is "creating its own luck." He emphasized that the last factor is within IDEX's control, while the first two are largely captive to broader economic conditions.

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Fintool can predict IDEX CORP /DE/ logo IEX's earnings beat/miss a week before the call