Analyst
Clear Street
Equibles does not estimate personal net worth.
Tim Moore is recorded as Analyst at Clear Street. Tim Moore has spoken on 18 earnings calls across 10 companies, most recently for Arq, Inc. on August 11, 2026. Those appearances were for Montauk Renewables, Inc. (MNTK), American Superconductor Corp (AMSC), Myr Group Inc. (MYRG), Prairie Operating Co. (PROP), Willdan Group, Inc. (WLDN) and 5 other companies. The companies whose calls Tim Moore spoke on are classified in the Basic Materials, Industrials and Energy sectors.
“And it was nice to see the adjusted EBITDA margin rebound to the high level without the GAC drag. My first question is directed to Shem.”
“Thanks, and nice revenue growth in the quarter. and appreciate you clarifying the timing of that pull-in of the order in the June quarter, you know, probably out of your September quarter that even sets things.”
“You know, RIN pricing seems to have stabilized, you know, the past six or seven months. It was nice to hear your commentary on the sequential increase in the third quarter.”
“You're destined to get very high operating leverage on your SG&A expense over the next few years. So I just want to follow up on the threat of your gross margin guidance hike, which is really more impressive, I think, than your revenue raise.”
“And then just one more follow-up on the Valiant Comet acquisitions. Is it fair to assume that they can integrate fairly quickly because they're C&I and you don't have to integrate a large fleet like you might have to if it was T&D? and then, you know, mostly kind of reporting systems integration?”
Clear Street
Analyst
Source not stated
Specialty Chemicals · Basic Materials
Specialty Industrial Machinery · Industrials
MYRG
Engineering & Construction · Industrials
WLDN
Engineering & Construction · Industrials
Oil & Gas Equipment & Services · Energy
ARQ
Pollution & Treatment Controls · Industrials
Electrical Equipment & Parts · Industrials
ONT
Waste Management · Industrials
