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    William Kerwin

    Research Analyst at Morningstar

    William Kerwin is a Senior Equity Analyst, Technology at Morningstar, specializing in the IT supply chain, hardware, and semiconductor sectors with coverage of companies such as Apple, Broadcom, and Applied Materials. Since joining Morningstar as an associate equity analyst in 2019 and advancing to analyst in 2020, he has built a research focus on leading technology hardware and semiconductor stocks, applying rigorous industry analysis and valuation. Kerwin began his career as an intern in Morningstar’s basic-materials equity research team, and his performance is recognizable through in-depth sector reports, though platform-specific success rates and returns are not publicly listed. He holds a Bachelor of Science in economics with a math emphasis and French from the University of Wisconsin-Madison and is a Chartered Financial Analyst (CFA) charterholder.

    William Kerwin's questions to MONOLITHIC POWER SYSTEMS (MPWR) leadership

    William Kerwin's questions to MONOLITHIC POWER SYSTEMS (MPWR) leadership • Q4 2024

    Question

    William Kerwin asked for a broader view on demand and share gain opportunities in automotive and communications for 2025, and also inquired which of the newly introduced products management finds most exciting.

    Answer

    EVP and CFO Bernie Blegen stated that automotive growth will continue, driven by EVs in China and supplemented by a European OEM's ADAS solution and North American EV content in the second half. In communications, he noted they are in the early stages of ramping fiber optics opportunities and expect the customer base to diversify. CEO Michael Hsing and Bernie Blegen teased that the most exciting new products have not been announced yet and invited attendees to the Investor Day on March 20th for more details.

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    William Kerwin's questions to LITTELFUSE INC /DE (LFUS) leadership

    William Kerwin's questions to LITTELFUSE INC /DE (LFUS) leadership • Q4 2024

    Question

    William Kerwin from Morningstar asked about the factors behind the Electronics segment's margins being below expectations in Q4 and the outlook for margin evolution in 2025. He also inquired about the long-term (5-year) dynamics in the electric vehicle space, including the move to higher voltage and the electrification of heavy vehicles.

    Answer

    CFO Meenal Sethna explained that the prolonged down cycle and excess inventory had a further effect on Electronics margins, but she is confident in the margin recovery trajectory for 2025 as volumes return. CEO Dave Heinzmann discussed EVs, stating that higher voltages mean higher content for Littelfuse. He noted the company is well-positioned in China, where most EV growth occurred, and that commercial vehicle electrification offers significant content opportunities beyond full EVs, such as electrifying hydraulic systems.

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