Analyst
Baird
Equibles does not estimate personal net worth.
Craig Tennyson is recorded as Analyst at Baird. Craig Tennyson has spoken on 6 earnings calls across 4 companies, most recently for Copart Inc on September 10, 2026. Those appearances were for Copart Inc (CPRT), Camping World Holdings, Inc. (CWH), Harley-Davidson, Inc. (HOG) and Lkq Corp (LKQ). The companies whose calls Craig Tennyson spoke on are classified in the Industrials and Consumer Cyclical sectors.
“I wanted to ask, Jay, I'm trying to anticipate, I guess, where you may want to invest in ACV to accelerate the growth plan. Sounds like you plan to leverage existing land.”
“Jeff, it sounds like you hosted a forum for your insurance partners. I'm just curious, first, what are those insurance partners saying about the outlook for claims in 2026, 2027?”
“Matt, you mentioned perhaps 1,500 units that were lost as a result of weather. In your experience, would you expect to get these units back as the season unfolds, or do you think they're truly lost?”
“I wanted to ask about your land capacity needs. If you look at or project your volume for the next one, five, and 10-year period and take into account faster cycle times that you've experienced, but also whatever market chair dynamics are out there.”
“Just, you know, based on the message that came out of the HDFS transaction last year, I think the expectation was that HDFS operating income could be maybe half of what it used to be, so at least $100 million.”
Baird
Analyst
Transcript header (unverified)
CPRT
Specialty Business Services · Industrials
Auto & Truck Dealerships · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
LKQ
Auto Parts · Consumer Cyclical
