WHR
Furnishings, Fixtures & Appliances · Consumer Cyclical
Analyst
RBC Capital Markets
Equibles does not estimate personal net worth.
Mike Dahl is recorded as Analyst at RBC Capital Markets. Mike Dahl has spoken on 38 earnings calls across 18 companies, most recently for Core & Main, Inc. on September 9, 2026. Those appearances were for Whirlpool Corp (WHR), Builders FirstSource, Inc. (BLDR), Masco Corp (MAS), Pultegroup Inc (PHM), Owens Corning (OC) and 13 other companies. The companies whose calls Mike Dahl spoke on are classified in the Consumer Cyclical, Industrials and Real Estate sectors.
“Robin, just to go back to the gross margin dynamic one more time. understanding there's always elements of mix that can produce differentials.”
“Just to circle back on roofing, can you be a little more specific in terms of, you know, you said your shingle volume outperformed the market, but then you had some offsets on the nonwovens.”
“So, I also wanted to follow up on kind of the investment dynamic just to make sure we have a clear picture of it. You've outlined a couple of things on a high level in terms of it.”
“I have a run, and Paul, congrats to you, too. Sorry, one more follow-up on the inflationary dynamic. I appreciate that it sounds like the 3Q guy assumes another kind of $35 million-ish sequential step up.”
RBC Capital Markets
Analyst
Source not stated
WHR
Furnishings, Fixtures & Appliances · Consumer Cyclical
Building Products & Equipment · Industrials
MAS
Building Products & Equipment · Industrials
PHM
Residential Construction · Consumer Cyclical
Building Products & Equipment · Industrials
Industrial Distribution · Industrials
Real Estate - Development · Real Estate
Building Products & Equipment · Industrials
Residential Construction · Consumer Cyclical
Residential Construction · Consumer Cyclical
Building Products & Equipment · Industrials
Furnishings, Fixtures & Appliances · Consumer Cyclical
DHI
Residential Construction · Consumer Cyclical
KBH
Residential Construction · Consumer Cyclical
Residential Construction · Consumer Cyclical
Industrial Distribution · Industrials
Tri Pointe Homes, Inc.
Residential Construction · Consumer Cyclical
QXO
Industrial Distribution · Industrials
Tri Pointe Homes, Inc. Q4 FY2024 Earnings Call
Tri Pointe Homes, Inc.