Engineering & Construction · Industrials
Josh Chan
Analyst
UBS
Equibles does not estimate personal net worth.
About Josh Chan
Josh Chan is recorded as Analyst at UBS. Josh Chan has spoken on 51 earnings calls and 1 other investor event across 20 companies, most recently for Comfort Systems USA Inc on October 23, 2026. Those appearances were for Comfort Systems USA Inc (FIX), Kforce Inc (KFRC), ManpowerGroup Inc. (MAN), McGraw Hill, Inc. (MH), APi Group Corp (APG) and 15 other companies. The companies whose calls Josh Chan spoke on are classified in the Industrials, Consumer Defensive, Consumer Cyclical and Communication Services sectors.
Josh Chan on recent calls
“My first question, could you talk about the magnitude of the orders that you took in in the quarter? I mean, it's sort of billions of dollars more than you taking in any other quarter.”
“Maybe on the residential side, on the organic growth of 2.3, I know that within residential there's recurring and there's one-time business in there. So I guess could you give some color in terms of whether the recurring business trended above or below the total?”
“Maybe tacking on to the prior question, I guess it's pretty impressive to have SG&A down while you grow revenue. So could you talk about what's driving that and then ultimately how sustainable that is kind of, you know, into next year?”
“Maybe sticking on the inflation side for a bit, You know, could you talk about kind of other areas of the cost structure, cotton, what you're seeing in terms of inflation and kind of how you're managing those areas?”
“I was wondering if you could talk about your flex margin within technology, and you mentioned a lot of different drivers that contributed to the improvement, but I was wondering if you can bucket between, you know, I guess, mix, price, cost, like, what is the most impactful currently in terms of driving this type of…”
Affiliation history
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UBS
Analyst
Transcript header (unverified)
Current
Company network
KFRC
Staffing & Employment Services · Industrials
Staffing & Employment Services · Industrials
Education & Training Services · Consumer Defensive
APG
Engineering & Construction · Industrials
ROL
Personal Services · Consumer Cyclical
Internet Content & Information · Communication Services
IT
Information Technology Services · Technology
Personal Services · Consumer Cyclical
Specialty Business Services · Industrials
CTAS
Specialty Business Services · Industrials
Education & Training Services · Consumer Defensive
UPWK
Internet Content & Information · Communication Services
Rental & Leasing Services · Industrials
Specialty Business Services · Industrials
ARMK
Specialty Business Services · Industrials
EXPO
Engineering & Construction · Industrials
KFY
Staffing & Employment Services · Industrials
Internet Content & Information · Communication Services
UNF
Specialty Business Services · Industrials