Rental & Leasing Services · Industrials
Stephen Fisher
Analyst
UBS
Equibles does not estimate personal net worth.
About Stephen Fisher
Stephen Fisher is recorded as Analyst at UBS. Stephen Fisher has spoken on 56 earnings calls and 1 other investor event across 27 companies, most recently for United Rentals, Inc. on October 22, 2026. Those appearances were for United Rentals, Inc. (URI), Tutor Perini Corp (TPC), Jacobs Solutions Inc. (J), Fluor Corp (FLR), Cummins Inc (CMI) and 22 other companies. The companies whose calls Stephen Fisher spoke on are classified in the Industrials, Basic Materials and Utilities sectors.
Stephen Fisher on recent calls
“And my call dropped a little earlier, so I apologize if these have been addressed. But last year in the fourth quarter, you had a couple of things that were specifically weighing on the margins in that quarter.”
“Just wanted to follow up on Seth's question before, in terms of the market share on these megaprojects, how do you see your role on these large projects involving?”
“Can you just give us a little more color on the kind of data center work you expect to pick up in the second half? Is that more long haul or more local connectivity kind of work?”
“I wonder if you could give us a sense of the timing of when those extra business development costs could translate into bookings and revenues, and what's the competitive environment looking like for these large pursuits at the moment?”
“Just to follow up on the renewables project, it sounds like I think you said the remainder of those renewable projects on average are performing within expectations.”
Affiliation history
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UBS
Analyst
Transcript header (unverified)
Current
Company network
Engineering & Construction · Industrials
Engineering & Construction · Industrials
FLR
Engineering & Construction · Industrials
CMI
Specialty Industrial Machinery · Industrials
Building Materials · Basic Materials
Engineering & Construction · Industrials
Building Materials · Basic Materials
Specialty Industrial Machinery · Industrials
PCAR
Farm & Heavy Construction Machinery · Industrials
Engineering & Construction · Industrials
Farm & Heavy Construction Machinery · Industrials
MTZ
Engineering & Construction · Industrials
DE
Farm & Heavy Construction Machinery · Industrials
CAT
Farm & Heavy Construction Machinery · Industrials
Rental & Leasing Services · Industrials
ITG
Engineering & Construction · Industrials
ACM
Engineering & Construction · Industrials
CNH INDUSTRIAL
Farm & Heavy Construction Machinery · Industrials
Engineering & Construction · Industrials
KMT
Tools & Accessories · Industrials
KBR
Engineering & Construction · Industrials
OSK
Farm & Heavy Construction Machinery · Industrials
Utilities - Regulated Gas · Utilities
MTW
Farm & Heavy Construction Machinery · Industrials
Rental & Leasing Services · Industrials
TEX
Farm & Heavy Construction Machinery · Industrials
Recent activity
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Earnings call
2026 Second Quarter Results Conference Call - August 3, 2026
CNH INDUSTRIAL
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