CGNX
Scientific & Technical Instruments · Technology
Analyst
Barclays
Equibles does not estimate personal net worth.
Guy Hardwick is recorded as Analyst at Barclays. Guy Hardwick has spoken on 33 earnings calls across 16 companies, most recently for Msc Industrial Direct Co Inc on October 22, 2026. Those appearances were for Cognex Corp (CGNX), Symbotic Inc. (SYM), Zebra Technologies Corp (ZBRA), Wesco International Inc (WCC), Impinj Inc (PI) and 11 other companies. The companies whose calls Guy Hardwick spoke on are classified in the Technology and Industrials sectors.
“Are you willing to give us kind of an early look as to what revenue growth potential could be in 2020 Spirex acquisition?”
“Sorry to go back to the gross margin, but if you think about it on a year-on-year basis, should we assume that Q4 and perhaps into next year you still have the mixed headwinds of large customers growing faster than small and mid-sized customers, though offset perhaps better price cost and some other tailwinds that you…”
“I want to see if you guys could update us on the agreement with Amazon, whether that's had an impact on revenues in the quarter, and also whether it's also some of the revenues, the unvested portion or vested portions being netted off the revenues.”
“Steve, I think I heard you say when you gave the guidance for 2027, it's organic, 6 to 10. So that's about the first half versus the second half. It's a question of what extent are you factoring in large deals?”
Barclays
Analyst
Transcript header (unverified)
CGNX
Scientific & Technical Instruments · Technology
SYM
Specialty Industrial Machinery · Industrials
Communication Equipment · Technology
Industrial Distribution · Industrials
PI
Semiconductors · Technology
SNX
Electronics & Computer Distribution · Technology
SCSC
Electronics & Computer Distribution · Technology
APH
Electronic Components · Technology
Scientific & Technical Instruments · Technology
Software - Application · Technology
TRMB
Scientific & Technical Instruments · Technology
Industrial Distribution · Industrials
Scientific & Technical Instruments · Technology
FAST
Industrial Distribution · Industrials
Industrial Distribution · Industrials