Analyst
CJS Securities (for Bob Labick)
Equibles does not estimate personal net worth.
Lee Jagoda is recorded as Analyst at CJS Securities (for Bob Labick). Lee Jagoda has spoken on 5 earnings calls and 1 other investor event across 3 companies, most recently for Hillman Solutions Corp. on March 28, 2026. Those appearances were for Primoris Services Corp (PRIM), Hillman Solutions Corp. (HLMN) and Novanta Inc (NOVT). The companies whose calls Lee Jagoda spoke on are classified in the Industrials and Technology sectors.
“So I guess, JMA, I'll start with just trying to get a little more color on some of your comments around the de-stocking activities that were in the prepared remarks.”
“Just, I guess, starting with the energy segment and the building blocks there in 2026, it sounds like implicit in the guidance is pretty nice growth in natural gas power, pretty nice growth in pipeline.”
“Can you go through sort of what businesses and what product categories are driving that increase, and how much of those bookings are longer lead time versus more book and ship within a quarter or two?”
“Rocky, can we just, I know you gave the full year gross margin expectations. Can you kind of walk through the cadence of the gross margins? And I guess just given Q1, I would assume Q1 is going to be the low point, but can you give us any sense for how low is low in Q1?”
“From the company today, we're pleased to have with us Jeremy Kinch, Chief Operating Officer, Ken Dodgen, Chief Financial Officer, and Blake Holcomb from Investor Relations.”
CJS Securities (for Bob Labick)
Analyst
Source not stated
Engineering & Construction · Industrials
NOVT
Scientific & Technical Instruments · Technology
