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Simon Toennessen

Managing Director and Senior Equity Analyst at Jefferies Financial Group Inc.

London, England, United Kingdom

Simon Toennessen is a Managing Director and Senior Equity Analyst at Jefferies, leading coverage of European Capital Goods with a special focus on large cap electrical firms since joining in 2019. He covers major industrial and electrical companies such as ABB and Schneider Electric, with a recognized performance track record demonstrated by rankings in industry surveys such as the Extel Developed Europe Survey. Toennessen has more than a decade of industry experience, including prior roles covering various subsectors within capital goods, and is known for fundamental analysis and proprietary research tools. His professional credentials are consistent with senior analyst positions and include milestone achievements in European equity research, although specific securities licenses and FINRA registrations are not publicly detailed.

Simon Toennessen's questions to ABB (ABLZF) leadership

Question · Q1 2025

Simon Toennessen of Jefferies asked for elaboration on the U.S. market's performance during the quarter, particularly in the short-cycle business.

Answer

CEO Morten Wierod confirmed that the U.S. market performed well, delivering 9% overall order intake growth with contributions from all four business areas. He characterized the quarter as having a healthy business dynamic throughout, including a strong finish in March, indicating a good start to the year.

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Simon Toennessen's questions to ALSMY leadership

Question · Q3 2022

Simon Toennessen of Jefferies asked about the phasing of execution risk within the challenging backlog, questioning if the risk is spread evenly over the next 2-3 years or more concentrated in the near term.

Answer

CFO Laurent Martinez outlined a three-phase de-risking journey: first, finalizing customer settlements in the short term; second, resolving technical and design issues over the next 6-12 months; and third, a multi-year period of basic execution and production ramp-up.

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Question · Q2 2022

Simon Toennessen asked about free cash flow expectations for the next fiscal year, inquiring if it's realistic for the full year to exceed H2 of the current year and if both halves of next year would be cash-flow positive.

Answer

CFO Laurent Martinez responded that it was too early to provide specific guidance for the next fiscal year. He highlighted positive underlying trends, including strong market momentum and a continued ramp-up in deliveries, but did not comment on the specific cash flow profile for H1/H2 of next year, reiterating the company's commitment to its midterm cash generation targets.

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