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    Will Gildea • CJS Securities

    Will Gildea's questions to Spectrum Brands Holdings Inc (SPB) leadership

    Will Gildea's questions to Spectrum Brands Holdings Inc (SPB) leadership • Q3 2025

    Question

    Will Gildea from CJS Securities asked about the company's capital allocation strategy amid a soft consumer environment, particularly regarding brand investments, and whether the M&A landscape has improved with the new tariff situation.

    Answer

    CEO David Maura explained that while the stock is undervalued and share repurchases will continue, the primary focus is on strategic M&A to grow the pet and home & garden segments. He stressed the importance of maintaining balance sheet flexibility for this purpose. Maura noted that the M&A environment is improving slowly, but challenges remain, such as high seller expectations, which recently caused them to be outbid on a target.

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    Will Gildea's questions to Janus International Group Inc (JBI) leadership

    Will Gildea's questions to Janus International Group Inc (JBI) leadership • Q2 2025

    Question

    Will Gildea, on for Dan Moore, asked for more color on the drivers of the commercial revenue rebound and its sustainability, and also requested an update on Noke Smart Entry adoption, particularly among larger REITs.

    Answer

    CEO & Director Ramey Jackson attributed the commercial growth to three areas: product diversification and architectural specification wins in Asta Rolling Steel, a rebound in the carport/shed business supported by a new distribution center, and contributions from the TMC acquisition. Regarding Noke, he noted that tests with larger customers are progressing and the new wired ION product is gaining traction due to its stability and price point, with strong interest from large institutional customers.

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    Will Gildea's questions to Kornit Digital Ltd (KRNT) leadership

    Will Gildea's questions to Kornit Digital Ltd (KRNT) leadership • Q2 2025

    Question

    Speaking for Chris Moore, Will Gildea of CJS Securities asked about Kornit's progress toward its 30 Apollo system target for 2025, including the number of orders and customer concentration. He also requested the expected revenue mix for FY25 between systems, consumables, and services.

    Answer

    CEO Ronen Samuel acknowledged that Kornit is currently tracking below its 30-system target for the Apollo in 2025 but did not provide a specific number of orders. He emphasized that the Apollo is successfully penetrating the screen market with incremental volumes. Regarding the revenue mix, Samuel did not give exact percentages but highlighted that system revenue and the number of units shipped had doubled year-over-year, indicating the systems portion of the business is growing significantly.

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    Will Gildea's questions to Helios Technologies Inc (HLIO) leadership

    Will Gildea's questions to Helios Technologies Inc (HLIO) leadership • Q2 2025

    Question

    Will Gildea, on for Chris Moore at CJS Securities, requested an update on the strategic agreement with Water Guru, including product integration and revenue expectations, and asked about the potential impact of a significant interest rate reduction on future revenue.

    Answer

    VP Corporate Controller Jeremy Evans reported that the Water Guru product launched in Q2, with a gradual revenue ramp expected into 2026 based on hardware sales and recurring revenue from replacement cassettes. CEO Sean Bagan added that Helios is now manufacturing the product, displacing a previous China-based supplier. Bagan also stated that while an interest rate cut would be a helpful tailwind for its consumer-exposed markets, the company's growth plans are not dependent on it.

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    Will Gildea's questions to Minerals Technologies Inc (MTX) leadership

    Will Gildea's questions to Minerals Technologies Inc (MTX) leadership • Q2 2025

    Question

    Will Gildea of CJS Securities, on behalf of Dan Moore, requested details on the timeline for new PCC satellite plant launches and an outlook for the steel market and MINSCAN system penetration.

    Answer

    Group President D.J. Monagle, with context from CEO Douglas Dietrich, outlined a schedule of new satellite facilities coming online in India and China through late 2025 and early 2026, focusing on packaging, NewYield, and printing/writing applications. Group President Brett Argirakis described the steel market as stable in North America but weak in Europe. He noted significant progress with MINSCAN installations, with 17 installed to date, 8 new agreements signed in 2025, and the first European sale secured, indicating a long runway for further penetration.

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    Will Gildea's questions to McGrath RentCorp (MGRC) leadership

    Will Gildea's questions to McGrath RentCorp (MGRC) leadership • Q2 2025

    Question

    Will Gildea, on for Dan Moore, asked for an update on the pricing gap between new modular rentals and the average rate on the existing fleet, and for more detail on demand trends in the portable storage business.

    Answer

    CFO Keith Pratt stated that modular spot rates are generally stable and confirmed the pricing gap between new shipments ($11.68/unit) and the average fleet rate ($840/unit) is approximately 39%, which is consistent with the prior quarter. CEO Joseph Hanna added that the portable storage business is showing clear signs of improvement, highlighting that sequential revenues were up and June shipment volumes were the highest since January 2024.

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    Will Gildea's questions to Legacy Housing Corp (LEGH) leadership

    Will Gildea's questions to Legacy Housing Corp (LEGH) leadership • Q1 2025

    Question

    Will Gildea, on behalf of CJS Securities, asked for expectations on Q2 production rates versus Q1, the outlook for gross and operating margins for the remainder of 2025, and the impact of tariff uncertainty on customer demand.

    Answer

    Executive Robert Bates projected that Q2 production, particularly in Texas, would be higher than Q1, aided by a simplified product portfolio. He positioned the Q1 gross margin as being at the lower end of the expected range, suggesting a figure around 30% is realistic going forward. On tariffs, Bates stated that while they are a consideration, the impact is not huge as most materials are domestically sourced; he identified broader business uncertainty as the more significant headwind.

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    Will Gildea's questions to Enerpac Tool Group Corp (EPAC) leadership

    Will Gildea's questions to Enerpac Tool Group Corp (EPAC) leadership • Q2 2025

    Question

    Will Gildea from CJS Securities inquired about the gross margin impact from the mix shift to Heavy Lifting Technology (HLT), the progress of the DTA integration, the expected cadence of profitability in the second half, and the current M&A pipeline.

    Answer

    President and CEO Paul Sternlieb explained that strong HLT growth, which has slightly lower gross margins than standard tools, impacted overall margins. CFO Darren Kozik added that the second half of the fiscal year is typically stronger, with over 52% of revenue, which provides volume leverage and improved profitability, supporting the full-year guidance. Regarding the DTA integration, Mr. Sternlieb confirmed it is progressing well with a strong strategic fit and positive customer response. He also described the M&A funnel as robust, with a focus on high-quality, complementary businesses, supported by a healthy balance sheet.

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    Will Gildea's questions to Verra Mobility Corp (VRRM) leadership

    Will Gildea's questions to Verra Mobility Corp (VRRM) leadership • Q4 2024

    Question

    Will Gildea, on for Dan Moore, asked about the potential for margin expansion in 2026 and beyond, following the investment year in 2025. He also inquired about the most promising areas for M&A.

    Answer

    CFO Craig Conti explained that 2026 margins will depend on the pace of new geographic expansion, noting that Government Solutions margins are expected to be in the high-20s to 30% range. CEO David Roberts stated that while the M&A pipeline is active across connected vehicle and urban mobility, the company remains price-disciplined, leading to a focus on share repurchases.

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