ASPN
Specialty Chemicals · Basic Materials
Analyst
Craig-Hallum
Equibles does not estimate personal net worth.
Eric Stein is recorded as Analyst at Craig-Hallum. Eric Stein has spoken on 24 earnings calls across 13 companies, most recently for American Superconductor Corp /De/ on August 6, 2026. Those appearances were for Aspen Aerogels Inc (ASPN), American Superconductor Corp /De/ (AMSC), Clean Energy Fuels Corp. (CLNE), Blue Bird Corp (BLBD), Ameresco, Inc. (AMRC) and 8 other companies. The companies whose calls Eric Stein spoke on are classified in the Basic Materials, Industrials, Energy and Technology sectors.
“So I know, I mean, you've obviously built this platform to build out those capabilities. You mentioned the multiplier effect and this order in mining in support of the utility.”
“So maybe if we could just start with energy industrial. I know that these two large subsea projects have been expected to hit in 3Q. It sounds like maybe it's more of a 3Q, 4Q event, but you're still guiding to an extremely strong quarter.”
“Hey, so maybe if we could just start with the X15N. I mean, I know that, I mean, we all know that it has been slower on the uptake, certainly slower than Cummins, people in the industry, et cetera.”
“Everyone, thanks for taking the questions. Hey, so obviously a big highlight on the awards, the $1.2 billion, but it sounds like pretty optimistic in terms of the pipeline.”
“Just wondering, can you just talk a little bit about your thoughts on Europe or expand on that? I know last quarter you had some cautious optimism that there were some green shoots.”
Craig-Hallum
Analyst
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