Analyst
Jefferies
Equibles does not estimate personal net worth.
Saree Boroditsky is recorded as Analyst at Jefferies. Saree Boroditsky has spoken on 13 earnings calls across 8 companies, most recently for PENTAIR plc on March 2, 2026. Those appearances were for Hayward Holdings, Inc. (HAYW), Littelfuse Inc (LFUS), Amphenol Corp (APH), TE Connectivity plc (TEL), Nordson Corp (NDSN) and 3 other companies. The companies whose calls Saree Boroditsky spoke on are classified in the Industrials and Technology sectors.
“Just building on some of the previous guidance commentary, I believe the guidance assumes around $70 million of EBIT improvement, but I think you just said you had $70 million in cost outs in 2026, plus I think you have about $10 to $15 million from the Hydra deal.”
“Maybe just building on those pricing commentaries, I think one of the key distributors recently talked about innovation and new products is making the recent price increases a little bit more palpable.”
“Maybe just building on some of the China color, you obviously lowered expectations around China sales.”
“I think we've talked a lot on the call about kind of this focus on growth opportunities, and I know it's early days, but I was just curious if you had any thoughts on what this could add to the top line, and then are these opportunities accretive to margins, or do they need higher investments?”
“Hi, thanks for taking the question. just maybe something high level, you know, there were a number of end markets in the quarter that came in better than your expectations.”
Jefferies
Analyst
Transcript header (unverified)
Electrical Equipment & Parts · Industrials
LFUS
Electronic Components · Technology
APH
Electronic Components · Technology
NDSN
Specialty Industrial Machinery · Industrials
PNR
Specialty Industrial Machinery · Industrials
AOS
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
