Analyst
JPMorgan
Equibles does not estimate personal net worth.
Rajat Gupta is recorded as Analyst at JPMorgan. Rajat Gupta has spoken on 55 earnings calls and 8 other investor events across 24 companies, most recently for Gentex Corp on October 23, 2026. Those appearances were for OPENLANE, Inc. (OPLN), Autonation, Inc. (AN), Carvana Co. (CVNA), Penske Automotive Group, Inc. (PAG), Carmax Inc (KMX) and 19 other companies. The companies whose calls Rajat Gupta spoke on are classified in the Consumer Cyclical, Industrials and Communication Services sectors.
“I mean, it looks like, you know, you feel comfortable re-trading the 27 outlook, you know, despite, I think, like, two quarters in a row where, you know, revenue has come in weaker than expected.”
“I wanted to follow up on the new business wins target for the year. It looks like you were suggesting that, you know, there has been a push out of certain programs, but you're still retrading the $6 billion guide for this year.”
“I just had a clarification around, like, just the fourth quarter Modine contribution. The $28 million EBITDA, $275 million revenue, it seems like around 10% EBITDA margins, which is a little lower than at the time of the acquisition, where I think it was tracking at 11%.”
“I had a question on just, you know, comps for the rest of the year. If I look at normal seasonality in the business, you know, based on the 13% comp and 2Q, normal seasonality would imply somewhere around mid-teams in the third quarter, mid to high teams in the third quarter.”
“Very pleased to have with us today, starting day two of the conference, Paul Jacobson, Chief Financial Officer at General Motors. so thanks everyone for joining and thanks Paul for doing this.”
JPMorgan
Analyst
Source not stated
OPLN
Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
CVNA
Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
KMX
Auto & Truck Dealerships · Consumer Cyclical
ACVA
Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
GNTX
Auto Parts · Consumer Cyclical
VC
Auto Parts · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
THRM
Auto Parts · Consumer Cyclical
Auto Manufacturers · Consumer Cyclical
ADNT
Auto Parts · Consumer Cyclical
BWA
Auto Parts · Consumer Cyclical
APTV
Auto Parts · Consumer Cyclical
Auto Manufacturers · Consumer Cyclical
Rental & Leasing Services · Industrials
DAN
Auto Parts · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
CARS
Internet Content & Information · Communication Services
CARG
Internet Content & Information · Communication Services
