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    Vivek Srivastava

    Research Analyst at Wolfe Research

    Vivek Srivastava is an equity research analyst at Wolfe Research, where he covers major industrial companies such as Parker-Hannifin Corp and Allegion PLC, contributing sector research and earnings call insights. With a career in financial research, he has specialized in the analysis of industrial and multi-industry names, participating in earnings calls and providing order trend and backlog coverage analysis for leading corporations. Prior to joining Wolfe Research, Srivastava built experience at other finance organizations, blending financial sector skills with technical expertise, although detailed public performance metrics and credentials are limited. His professional background showcases a focus on industrial equity research, combining analytical depth with a cross-disciplinary financial background.

    Vivek Srivastava's questions to Parker-Hannifin (PH) leadership

    Vivek Srivastava's questions to Parker-Hannifin (PH) leadership • Q1 2025

    Question

    Vivek Srivastava, on for Joe Ritchie, asked about order trends exiting the quarter and which end markets showed improvement or deterioration. He also questioned if the industrial backlog coverage remains elevated in the high-20s percentage range and whether this level is structural.

    Answer

    CEO Jenny Parmentier noted that North American orders remained soft, marking the seventh quarter without a positive turn, with weakness in transportation, off-highway, and energy. Conversely, international orders turned positive, driven by Asia. She confirmed the industrial backlog is steady at $4.2 billion, in the mid-to-high 20s as a percentage of sales, attributing this structurally to the portfolio's shift toward longer-cycle businesses and changed customer ordering patterns.

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    Vivek Srivastava's questions to Allegion (ALLE) leadership

    Vivek Srivastava's questions to Allegion (ALLE) leadership • Q3 2024

    Question

    Vivek Srivastava inquired about the strength of Allegion's Americas nonresidential business, seeking clarity on visibility for the next 12 months given its impressive growth amidst reports of project delays. He also asked about the company's productivity progress compared to pre-COVID levels and future opportunities in plant utilization.

    Answer

    CEO John Stone confirmed that nonresidential markets remain stable, led by institutional verticals like education, which is benefiting from strong municipal bond issuance. He noted that while some commercial areas are mixed, the overall outlook supports organic growth. CFO Mike Wagnes added that productivity has significantly improved since the supply chain challenges of 2021-2022, and the company remains focused on using price and productivity gains to offset inflation and fund investments, driving margin expansion.

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