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    Stephen Ferazani

    Senior Equity Analyst at Sidoti

    Stephen Ferazani is a Senior Equity Analyst at Sidoti & Company, specializing in the coverage of diversified industrials and energy companies such as SPX Technologies and Hyster-Yale Materials Handling. He has achieved a success rate of 60% on TipRanks across 18 published ratings, generating an average return of 2.1%, with standout calls like a 91.2% return on Hyster-Yale. Ferazani joined Sidoti in October 2020 after holding senior research roles at Odeaon Capital Group, Stifel, Cantor Fitzgerald, and directing research at Institutional Research Group, following prior financial writing experience at Standard & Poor's. He holds the CFA charter and degrees from Dartmouth College and New York University, and is registered with FINRA, demonstrating strong professional credentials.

    Stephen Ferazani's questions to Archrock (AROC) leadership

    Stephen Ferazani's questions to Archrock (AROC) leadership • Q4 2024

    Question

    Stephen Ferazani from Sidoti questioned the drivers behind the confident double-digit revenue growth guidance for the Aftermarket Services (AMS) segment and asked for justification of the higher maintenance and 'other' CapEx guidance for 2025.

    Answer

    President and CEO Brad Childers attributed AMS confidence to high overall market utilization, which drives demand for maintenance services, and a more profitable mix of services over parts. He explained higher maintenance CapEx is due to the timing of major overhauls for more and larger units. CFO Doug Aron added that some AMS work was postponed from Q4 2024 to early 2025 and confirmed 'other' CapEx is primarily for new vehicles.

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    Stephen Ferazani's questions to USD Partners (USDP) leadership

    Stephen Ferazani's questions to USD Partners (USDP) leadership • Q4 2022

    Question

    Stephen Ferazani of Sidoti & Company asked about the status of the company's credit agreement refinancing, the sufficiency of recent covenant relief, the timing of new rail agreements relative to market conditions, Q1 operational expectations, and the potential for suspending the quarterly distribution.

    Answer

    EVP & CFO Adam Altsuler stated that the company is proactively engaged with its lenders and is not in a 'wait-and-see' mode, highlighting the planned sale of the Casper terminal for liquidity. EVP & CCO Brad Sanders and Chairman & CEO Daniel Borgen explained that new agreements are typically reactive to market-driven price differentials and that the DRUbit program's progress is independent of these cycles. Borgen also confirmed Q1 operations are expected to be similar to Q4 and that the distribution is evaluated quarterly by the Board based on multiple factors.

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