Analyst
Jefferies
Equibles does not estimate personal net worth.
Adam Samuelson is recorded as Analyst at Jefferies. Adam Samuelson has spoken on 8 earnings calls and 2 other investor events across 9 companies, most recently for Cadre Holdings, Inc. on November 5, 2026. Those appearances were for Cadre Holdings, Inc. (CDRE), Teledyne Technologies Inc (TDY), York Space Systems Inc. (YSS), AEVEX Corp. (AVEX), Redwire Corp (RDW) and 4 other companies. The companies whose calls Adam Samuelson spoke on are classified in the Industrials and Technology sectors.
“Um, I guess, first, I wanted to just dig in on tier and it seemed like that was a part of the strength in the quarter.”
“Maybe the first question is on instrumentation. I know you talked about test and measurement, kind of bookings improving and that giving you confidence on the outlook for the top line as you go into the fourth quarter.”
“Thank you again for everyone attending our annual Jefferies Industrials Conference here in New York. Today, we're lucky enough to have Dirk Wallinger, CEO of York Space, joining us.”
“I guess the question is on the backlog coverage and kind of where we end the year with the amount of book to ship activity that you've seen. I think in your prepared comments, you You alluded to having 95% coverage for the second half in backlog based on the second half revenue.”
“So I guess the first question is just thinking about the organic growth outlook. You highlighted about 5% organic in Q2, kind of alongside the normalization and distribution demand.”
Jefferies
Analyst
Transcript header (unverified)
CDRE
Aerospace & Defense · Industrials
Scientific & Technical Instruments · Technology
AVEX
Aerospace & Defense · Industrials
RDW
Aerospace & Defense · Industrials
Specialty Business Services · Industrials
PDYN
Software - Infrastructure · Technology
AIR
Aerospace & Defense · Industrials
MDA
Aerospace & Defense · Industrials
