Sign in

    Tyler Hutin • William Blair & Company, L.L.C.

    Tyler Hutin's questions to Stratasys Ltd (SSYS) leadership

    Tyler Hutin's questions to Stratasys Ltd (SSYS) leadership • Q2 2025

    Question

    Tyler Hutin of William Blair asked for clarification on the verticals or regions most affected by the delays cited in the revised revenue guidance, and questioned the assumptions behind the projected Q4 adjusted EBITDA margin ramp to 8% or higher.

    Answer

    CEO Yoav Zeif clarified that the issue is a delay, not a slowdown, caused by a strategic shift to larger production deals with longer sales cycles across verticals like aerospace, tooling, and medical. CFO Eitan Zamir added that these large deals are not factored into the Q4 forecast, and the expected 8%+ adjusted EBITDA margin is primarily driven by cost controls and monitoring, not a revenue surge.

    Ask Fintool Equity Research AI

    Tyler Hutin's questions to Lindsay Corp (LNN) leadership

    Tyler Hutin's questions to Lindsay Corp (LNN) leadership • Q1 2025

    Question

    Tyler Hutin, on behalf of William Blair, asked for clarification on the Q1 revenue recognized from the MENA project, whether strong European and Latin American sales alter the international outlook, and if the operational expense savings in the Infrastructure segment are sustainable.

    Answer

    CFO Brian Ketcham confirmed that MENA project revenue was slightly above $20 million for the quarter, consistent with the full-year cadence. He also stated that while positive, the strength in Europe and Latin America was anticipated and does not change the full-year outlook at this time. He affirmed that the operational cost savings in Infrastructure are expected to continue, supported by factory improvements and fixed cost absorption.

    Ask Fintool Equity Research AI

    Tyler Hutin's questions to Lindsay Corp (LNN) leadership • Q4 2024

    Question

    Tyler Hutin, on behalf of Brian Drab, asked for an update on the Road Zipper sales funnel, its connection to Infrastructure Investment and Jobs Act (IIJA) funding, and the expected margin dynamics and mix between project sales and lease revenue.

    Answer

    Executive Randy Wood confirmed the Road Zipper funnel is building, aided by momentum from renewed in-person sales efforts and tailwinds from IIJA project deployments. He also noted global interest, with recent successes in Japan and Italy. CFO Brian Ketcham clarified that, unlike international irrigation projects, infrastructure project sales like the Road Zipper are accretive to the segment's overall margins.

    Ask Fintool Equity Research AI

    Tyler Hutin's questions to 3D Systems Corp (DDD) leadership

    Tyler Hutin's questions to 3D Systems Corp (DDD) leadership • Q3 2024

    Question

    Tyler Hutin, on for Brian Drab, asked about the company's plans for its convertible debt due in 2026 and what revenue rate would be needed to achieve the mid-40s gross margin target.

    Answer

    CEO Jeffrey Graves stated that addressing the 2026 convertible debt is a work in progress and that the company aims to deal with it early using traditional methods, with more details to come in 2025. On gross margins, he explained that reaching the mid-40s target depends on higher factory volumes to improve utilization and reduce inventory write-offs, along with a favorable mix from growing services and materials revenue. He did not provide a specific revenue number required to hit the target.

    Ask Fintool Equity Research AI