BRKR
Medical Devices · Healthcare
Analyst
Cleveland Research
Equibles does not estimate personal net worth.
Josh Waldman is recorded as Analyst at Cleveland Research. Josh Waldman has spoken on 13 earnings calls across 5 companies, most recently for Charles River Laboratories International, Inc. on August 5, 2026. Those appearances were for Bruker Corp (BRKR), Mettler Toledo International Inc (MTD), Charles River Laboratories International, Inc. (CRL), Revvity, Inc. (RVTY) and Agilent Technologies, Inc. (A). The companies whose calls Josh Waldman spoke on are classified in the Healthcare sector.
“Birgit, it sounds like you feel comfortable with an existing safety capacity. I mean, when you think about your ability to get better utilization on existing capacity, the impact of NHP costs, et cetera, how did the moving pieces leave you feeling on the margin setup into next year?”
“Hey, Pallad, I wondered if you could comment more on the types of products you're seeing benefits from customer AI investment. And then, I guess, do you think this is something that really kind of only impacts instruments, or are you starting to see reagent pull through?”
“And then, Sean, can you give an update on how margins are tracking versus your plan? Any updated view on the full-year margin expectation? I mean, it seems like you're tracking ahead of plan.”
“Patrick, I wondered if you could comment on how durable you expect recent higher growth in PI could be. Any reason to think this like mid-single-digit growth for 26 could be sustainable into 27 when you think about kind of the upgrade cycle opportunity across mid-market and now the dual X-ray.”
“Bergen, I wondered if you could comment more on what you're seeing from global pharma accounts here to start the year. Were bookings from these accounts any better or worse than you expected?”
Cleveland Research
Analyst
Source not stated
BRKR
Medical Devices · Healthcare
Diagnostics & Research · Healthcare
Diagnostics & Research · Healthcare
RVTY
Diagnostics & Research · Healthcare
Diagnostics & Research · Healthcare