DCH
Auto Parts · Consumer Cyclical
Analyst
RBC
Equibles does not estimate personal net worth.
Tom Narayan is recorded as Analyst at RBC. Tom Narayan has spoken on 20 earnings calls and 1 other investor event across 14 companies, most recently for Rivian Automotive, Inc. on October 29, 2026. Those appearances were for Dauch Corp (DCH), Aptiv PLC (APTV), Ferrari N.V. (RACE), FERRARI N.V., Visteon Corp (VC) and 9 other companies. The companies whose calls Tom Narayan spoke on are classified in the Consumer Cyclical sector.
“You've been selling the kind of higher-end trims, but then next year, you're going to have the kind of lower-end trims in a lower battery range.”
“Oh, yeah, thanks for taking the question. I know that you said we're going to get more detail on the $300 million launch year turbine generator system sales.”
“On the free cash flow bridge for H226, I'm seeing $56 million for cash restructuring in H2 based on my math. I think it was $76 million in H1. And good to see that coming down.”
“On slide 19, you guys have APEC for Q2 up 15% adjusted for FX and commodity. Just wondering if you could break out the China part of this. We just heard this morning from another results call about weakness where European OEM exports to China and expect to recover anytime soon and delayed China OEM launches in country.”
“Just one more question on this three buckets of exchange. that's okay um so it it looks like yeah look the schedule change you have the i think the european oems the chinese market the delayed programs and the timing one coming back in q4 the timing one's fairly obvious but just curious on the on the other two i guess…”
RBC
Analyst
Source not stated
DCH
Auto Parts · Consumer Cyclical
APTV
Auto Parts · Consumer Cyclical
RACE
Auto Manufacturers · Consumer Cyclical
FERRARI N.V.
Auto Manufacturers · Consumer Cyclical
VC
Auto Parts · Consumer Cyclical
Auto Manufacturers · Consumer Cyclical
BWA
Auto Parts · Consumer Cyclical
VGNT
Auto Parts · Consumer Cyclical
Auto Manufacturers · Consumer Cyclical
VOLKSWAGEN AKTIENGESELLSCHAFT
Auto Manufacturers · Consumer Cyclical
ALV
Auto Parts · Consumer Cyclical
STLA
Auto Manufacturers · Consumer Cyclical
STELLANTIS N.V.
Auto Manufacturers · Consumer Cyclical
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FERRARI N.V.
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VOLKSWAGEN AKTIENGESELLSCHAFT
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FERRARI N.V.
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STELLANTIS N.V.