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    Robert Jamieson

    Research Analyst at Vertical Research Partners

    Robert Jamieson is Vice President and Industrial Technology Equity Research Analyst at Vertical Research Partners, specializing in the industrial technology sector with a focus on Smid Cap Industrials. He covers companies such as Keysight Technologies Inc and Ralliant Corp and has participated in numerous earnings calls to drive in-depth sector analysis, although publicly-available performance metrics such as returns or analyst rankings are not disclosed. Jamieson began his career in equity sales and trading, working at Knight Capital, Janney Capital Markets, and Convergex Group in both New York City and London for eight years, before spending eight years at Cowen and Company on a top-ranked industrial tech team, followed by a Director role at UBS covering industrial research for the Americas prior to joining Vertical Research Partners. He holds his current title of Vice President and is based outside Seattle, but while his industry role suggests requisite securities credentials, specific FINRA license numbers or professional registrations are not published in available records.

    Robert Jamieson's questions to Keysight Technologies (KEYS) leadership

    Robert Jamieson's questions to Keysight Technologies (KEYS) leadership • Q3 2025

    Question

    Robert Jamieson of Vertical Research Partners asked what the PowerArtist and Optical Solutions acquisitions bring to Keysight's EDA portfolio and inquired about the timeline for 6G to become a meaningful revenue contributor.

    Answer

    CEO Satish Dhanasekaran explained that the acquisitions are highly complementary, with optical solutions fitting well with Keysight's RF and high-speed digital leadership, and power analysis IP being critical for future designs. On 6G, he noted that while commercialization is years away, R&D activity is growing and will build on an evolutionary path from 5G Advanced.

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    Robert Jamieson's questions to Keysight Technologies (KEYS) leadership • Q2 2025

    Question

    Robert Jamieson asked about investments being made to accelerate growth in the software and services business. He also followed up on AI, asking about test applications beyond high-speed interconnects.

    Answer

    CEO Satish Dhanasekaran highlighted software and services as a key strategic focus, noting double-digit growth in the simulation business, which will be bolstered by pending acquisitions. On AI, he explained that Keysight's role extends beyond interconnects to solving mission-critical scale-up and scale-out challenges in digital infrastructure, including software emulation to identify performance bottlenecks in AI data centers.

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    Robert Jamieson's questions to Keysight Technologies (KEYS) leadership • Q2 2025

    Question

    Robert Jamieson inquired about investments being made to accelerate growth in the software and services business and asked about AI-related demand beyond interconnect testing, such as in emulation software.

    Answer

    CEO Satish Dhanasekaran highlighted software and services as a strategic priority, noting double-digit growth in the simulation business, which is being bolstered by M&A like the ESI acquisition. Regarding AI, he explained that Keysight is addressing mission-critical digital infrastructure challenges, including providing software emulation solutions to help customers identify performance bottlenecks in AI data centers.

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    Robert Jamieson's questions to Keysight Technologies (KEYS) leadership • Q4 2024

    Question

    Robert Jamieson of Vertical Research Partners inquired about the potential benefits to the communications business from BEAD funding in H2 2025 and any associated political risks. He also asked about Keysight's historical strategies for managing tariffs and trade policy shifts in the APAC region.

    Answer

    Executive Satish Dhanasekaran explained that while Keysight benefits from government funding, its broad customer base means it is not heavily dependent on any single program like BEAD. Regarding trade policy, he stated that Keysight has proven agile in adapting to restrictions and is prepared to capitalize on potential manufacturing shifts to Southeast Asia if new tariffs are enacted, similar to past reshoring trends.

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    Robert Jamieson's questions to Ralliant (RAL) leadership

    Robert Jamieson's questions to Ralliant (RAL) leadership • Q2 2025

    Question

    Robert Jamieson of Vertical Research Partners inquired about the weakness in the automotive and EV end markets within Test and Measurement, asking about the geographic concentration and workflow impact. He also sought to quantify the size of the automotive business for the company.

    Answer

    President and CEO Tami Newcombe clarified that the automotive exposure is predominantly in EVs and batteries, concentrated in Europe, and that the weakness impacts the entire workflow from R&D to production. She noted the market is stabilizing at a lower level. She quantified the automotive end market as being in the 5% range of total company revenue.

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    Robert Jamieson's questions to Sensata Technologies Holding (ST) leadership

    Robert Jamieson's questions to Sensata Technologies Holding (ST) leadership • Q2 2025

    Question

    Robert Jamieson asked about changes to the global sales team's process that enabled recent wins in China, and inquired about the total addressable market, margin profile, and guidance for the leak detection business.

    Answer

    CEO Stephan von Schuckmann explained the sales team is now more selective, focusing on Chinese OEMs with strong growth potential both inside and outside of China. He sized the North American and European leak detection markets at ~$150M each. CFO Andrew Lynch added the product is at or near normalized Industrial margins and expects low-to-mid single-digit outgrowth in Q3.

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    Robert Jamieson's questions to TELEDYNE TECHNOLOGIES (TDY) leadership

    Robert Jamieson's questions to TELEDYNE TECHNOLOGIES (TDY) leadership • Q2 2025

    Question

    Robert Jamieson asked what scenario would be required for the company to reach the high end of its full-year EPS guidance. He also requested more detail on the performance and second-half outlook for the Test and Measurement business, particularly concerning AI-related drivers.

    Answer

    Executive Chairman Robert Mehrabian stated that hitting the high end of guidance depends on the performance of the short-cycle businesses. CEO George Bobb added that the Test and Measurement business grew 5.5% organically in Q2, its third straight growth quarter, driven by protocol analyzer sales for high-speed applications like PCI Express, which is tied to AI. He expects the business to be up low-single digits for the full year.

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    Robert Jamieson's questions to TELEDYNE TECHNOLOGIES (TDY) leadership • Q2 2025

    Question

    Robert Jamieson asked what scenario would be required for the company to reach the high end of its full-year EPS guidance. He also requested more detail on the performance and outlook for the Test and Measurement business.

    Answer

    Executive Chairman Robert Mehrabian stated that hitting the high end of guidance depends on the continued performance of the short-cycle businesses. President & CEO George Bobb reported that the Test and Measurement business grew 5.5% organically, its third consecutive quarter of growth, driven by strong sales of protocol analyzers for high-speed communications and AI-related applications. The full-year outlook for the business is for low-single-digit growth.

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    Robert Jamieson's questions to TELEDYNE TECHNOLOGIES (TDY) leadership • Q2 2025

    Question

    Robert Jamieson asked what scenario would be required for Teledyne to reach the high end of its full-year EPS guidance. He also requested more detail on the Test and Measurement business performance and its second-half outlook, particularly around AI-related drivers.

    Answer

    Executive Chairman Robert Mehrabian stated that hitting the high end of guidance depends on the performance of short-cycle businesses. CEO George Bobb added that the Test and Measurement segment grew 5.5% organically in Q2, its third straight growth quarter, driven by protocol analyzer sales for high-speed applications. The company expects low-single-digit growth for the full year in this segment.

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    Robert Jamieson's questions to TELEDYNE TECHNOLOGIES (TDY) leadership • Q1 2025

    Question

    Robert Jamieson of Vertical Research Partners asked for clarification on the tariff rate assumptions in the guidance, the company's capital allocation priorities between deleveraging and buybacks, and end-market trends in the test and measurement business.

    Answer

    Executive Chairman Robert Mehrabian clarified that the guidance assumes a blended tariff rate of about 15% across the portfolio. On capital allocation, he stated that acquisitions are the clear priority, with share buybacks being opportunistic and reserved for periods when the stock price is unusually low. He described the test and measurement business as a high-margin but cyclical market, driven by high-end oscilloscopes and protocol analyzers.

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    Robert Jamieson's questions to BELDEN (BDC) leadership

    Robert Jamieson's questions to BELDEN (BDC) leadership • Q1 2025

    Question

    Robert Jamieson from Vertical Research Partners asked about the drivers of margin performance in both the Industrial and Smart Infrastructure segments. He also inquired about learnings from the combined solutions sales force and sought details on free cash flow management.

    Answer

    CFO Jeremy Parks attributed the strong overall margin to favorable mix and strong performance in the Industrial segment, while the sequential margin dip in Smart Infrastructure was mainly due to lower revenue leverage. CEO Ashish Chand noted that the combined sales force is finding that customers prefer a multi-step journey to IT/OT convergence, which is slower but creates stickier relationships. Parks added that the focus for free cash flow is on EBITDA growth and targeted capital investment, aiming to move free cash flow as a percentage of revenue closer to 10%.

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    Robert Jamieson's questions to BELDEN (BDC) leadership • Q4 2024

    Question

    Robert Jamieson inquired about the macroeconomic assumptions embedded in the Q1 guidance, specifically in relation to recent PMI data. He also asked for a reminder of Belden's typical quarterly revenue seasonality throughout a normal year.

    Answer

    CEO Ashish Chand explained that the Q1 guide is prudent, reflecting seasonality and short-term uncertainty, which may delay the positive impact of improving macro factors like PMI. CFO Jeremy Parks outlined the typical seasonality, noting Q1 is the annual low point, followed by a significant rebound in Q2, with Q2, Q3, and Q4 revenues being broadly similar, absent any major changes in market conditions.

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    Robert Jamieson's questions to BELDEN (BDC) leadership • Q3 2024

    Question

    Robert Jamieson from Vertical Research Partners asked about the gross margin outlook for the Smart Infrastructure business as volumes recover and requested a performance breakdown of the underlying markets within both the Smart Infrastructure and Automation Solutions segments.

    Answer

    CFO Jeremy Parks stated that Belden expects gross margins to improve by 50 to 75 basis points annually, assuming mid-single-digit growth, with the company targeting 25-30% incremental EBITDA margins. CEO Ashish Chand added that Smart Infrastructure is seeing a pickup in activity from cable operators upgrading to DOCSIS 4.0. For the Automation segment, he clarified that excluding the weak discrete vertical, the segment grew in the mid-single digits, driven by strength in the process and energy verticals, while mass transit remained stable.

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    Robert Jamieson's questions to Symbotic (SYM) leadership

    Robert Jamieson's questions to Symbotic (SYM) leadership • Q1 2025

    Question

    Robert Jamieson of Vertical Research Partners asked about the focus of the Walmart Robotics acquisition work (software vs. hardware) and the status of international expansion conversations.

    Answer

    CEO Rick Cohen explained that the Walmart Robotics solution will be accelerated by applying Symbotic's existing hardware and software, and the combination of the two companies' technologies is what excited Walmart. On the international front, he mentioned recent European tours and time spent in Mexico, where he sees a huge opportunity due to less mature supply chains, creating demand for Symbotic's palletizing solutions for both large and small stores.

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