Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Ethan is recorded as Analyst at J.P. Morgan. Ethan has spoken on 10 earnings calls across 7 companies, most recently for Viatris Inc on August 6, 2026. Those appearances were for Viatris Inc (VTRS), Csw Industrials, Inc. (CSW), APi Group Corp (APG), MSA Safety Inc (MSA), Regal Rexnord Corp (RRX) and 2 other companies. The companies whose calls Ethan spoke on are classified in the Healthcare and Industrials sectors.
“Just starting off, what are your latest thoughts on the M&A environment? Are you still seeing a good amount of assets in the marketplace, or has that changed at all over the past couple of months?”
“If I recall correctly, you said last quarter that roughly two-thirds of the AFG-related orders were still outstanding and expected to come. Do you expect the bulk of these to kind of come into the second half?”
“And congrats on the safest calendar year and first half history. Congratulations.”
“When looking at M&A, specifically the WTech and then the Onyx Fire, you mentioned it was well aligned with the culture.”
“Just starting off, maybe with generic semaglutide beginning to enter in some specific markets, just wondering if there's any learnings that you've been taking away thus far and more broadly, how you're thinking about that generic GLP-1 opportunity, including potential sizing and timing of any contribution to Vietris.”
J.P. Morgan
Analyst
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VTRS
Drug Manufacturers - Specialty & Generic · Healthcare
APG
Engineering & Construction · Industrials
Specialty Industrial Machinery · Industrials
MSA
Security & Protection Services · Industrials
Specialty Industrial Machinery · Industrials
PRGO
Drug Manufacturers - Specialty & Generic · Healthcare
AOS
Specialty Industrial Machinery · Industrials
