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    Sam Karlov

    Research Analyst at William Blair

    Sam Karlov is an Analyst at William Blair specializing in equity research with a focus on industrial and safety technology companies. His coverage includes MSA Safety Inc and Federal Signal Corp, where he has engaged directly in earnings call analyses and contributed insights into the sector's growth drivers and technology adoption. Active in the research community as of 2025, Karlov has participated in at least two major earnings calls this year and has been credited on multiple research reports; however, public metrics on his rankings or portfolio performance are not currently available. Details on professional credentials and prior career history are not publicly disclosed, though his engagement at William Blair signals compliance with standard industry licensing requirements.

    Sam Karlov's questions to MSA Safety (MSA) leadership

    Sam Karlov's questions to MSA Safety (MSA) leadership • Q2 2025

    Question

    Sam Karlov of William Blair inquired about the growth drivers within the Detection segment, asking for a breakdown between fixed gas, non-connected portables, and connected portables. He also sought color on the adoption of the MSA+ software platform and the timing for the launch of the upcoming IO6 product.

    Answer

    President & CEO Steven Blanco explained that Q2 Detection growth was led by strength in the fixed gas business, driven by energy and renewables, and the MSA+ connected portables platform. He noted that most of the absolute dollar growth in portables came from MSA+ solutions, while traditional portables saw mild growth. Regarding new products, Blanco indicated that announcements related to the connected work platform could be expected in the next few months.

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    Sam Karlov's questions to FEDERAL SIGNAL CORP /DE/ (FSS) leadership

    Sam Karlov's questions to FEDERAL SIGNAL CORP /DE/ (FSS) leadership • Q2 2025

    Question

    Sam Karlov, on behalf of William Blair, asked about the factors beyond manufacturing absorption that led to raising the through-cycle margin targets and requested an update on the performance of recently reassigned sales territories.

    Answer

    President & CEO Jennifer Sherman explained that the higher margin targets are supported by a pipeline of internal initiatives, including aftermarket growth, acquisition synergies, and insourcing. Regarding the territory changes, she reported that order intake was in line with expectations and expressed confidence in long-term share gains as the new dealers build out their infrastructure.

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