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    Thomas Roesch

    Research Analyst at William Blair

    Thomas Roesch is an Equity Research Associate at William Blair, where he specializes in financial services and information services, with specific coverage of companies such as S&P Global Inc. and TransUnion. Since joining William Blair in April 2022, he has contributed to sector research and industry surveys on accounting, payroll, and human resource outsourcing, providing data-driven insights to institutional clients. Roesch began his career after earning an undergraduate degree from Miami University in 2019, having asked questions on earnings calls for key industry players. He holds analyst credentials within William Blair, which is a registered broker/dealer, and participates in analyst certification processes as part of his role.

    Thomas Roesch's questions to S&P Global (SPGI) leadership

    Thomas Roesch's questions to S&P Global (SPGI) leadership • Q1 2025

    Question

    Thomas Roesch, on behalf of Andrew Nicholas, inquired about trends in the Commodity Insights end markets and whether the company expects any pressure from potential tariffs or trade conflicts.

    Answer

    CEO Martina Cheung noted strong growth in Commodity Insights, driven by new price assessments and energy transition products. She explained that market volatility and uncertainty often increase customer reliance on their data, as seen in strong platform usage. While acknowledging some impact from upstream energy consolidation, she stated the business is largely insulated from direct tariff impacts.

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    Thomas Roesch's questions to TransUnion (TRU) leadership

    Thomas Roesch's questions to TransUnion (TRU) leadership • Q1 2025

    Question

    Thomas Roesch, on for Andrew Nicholas, asked for an update on the OneTru platform migration for top customers, any early benefits, and if there is potential upside to the previously stated $35 million in 2026 expense savings.

    Answer

    President and CEO Christopher Cartwright reported that the migration is progressing well, with 90 customers now running in parallel (up from 50). He cited material benefits, including 50% faster processing speeds and quicker development of new analytics. Regarding savings, he noted that planning for the 2026 migration of international markets is underway, which is expected to drive strong efficiencies that could be redeployed for growth and margin expansion.

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