Rental & Leasing Services · Industrials
Andrew Whitman
Analyst
Baird
Equibles does not estimate personal net worth.
About Andrew Whitman
Andrew Whitman is recorded as Analyst at Baird. Andrew Whitman has spoken on 17 earnings calls across 8 companies, most recently for Aecom on August 11, 2026. Those appearances were for WillScot Holdings Corp (WSC), Construction Partners, Inc. (ROAD), APi Group Corp (APG), Tetra Tech Inc (TTEK), Ecolab Inc. (ECL) and 3 other companies. The companies whose calls Andrew Whitman spoke on are classified in the Industrials, Basic Materials and Technology sectors.
Andrew Whitman on recent calls
“The next thing I wanted to ask about was your planned kind of restructuring here for fiscal 26. I think earlier in the year, and I guess your guidance reiterated today that you're expecting $150 to $200 million of restructuring costs.”
“I just want to talk about the fourth quarter implied margin here. Obviously, it's another step up. I guess it's implying around flat year over year despite some of the inflationary commodities.”
“So the questions on kind of the status of the demand environment have been asked a couple of different ways. You know, obviously you talked about, you know, ex-World Cup, revenue was kind of flattish, and that's good.”
“Listen, a lot of my questions have been asked and answered, but maybe one for Steve. As you think about the margin expansion potential in the company, obviously, the Investor Day laid out kind of this view that you could have around 50 basis points a year.”
“Russ, I guess I just wanted to ask about the project business here. Maybe you could just comment here. It's obviously a big driver of the growth you're realizing here in not just this quarter, but in recent quarters.”
Affiliation history
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Baird
Analyst
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Current
Company network
Engineering & Construction · Industrials
APG
Engineering & Construction · Industrials
TTEK
Engineering & Construction · Industrials
ECL
Specialty Chemicals · Basic Materials
ACM
Engineering & Construction · Industrials
RMIX
Building Materials · Basic Materials
PSN
Information Technology Services · Technology