Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Rocco is recorded as Analyst at J.P. Morgan. Rocco has spoken on 3 earnings calls and 1 other investor event across 3 companies, most recently for Osi Systems Inc on September 8, 2026. Those appearances were for Osi Systems Inc (OSIS), Mercury Systems Inc (MRCY) and Amentum Holdings, Inc. (AMTM). The companies whose calls Rocco spoke on are classified in the Technology and Industrials sectors.
“Building on the prior comment on the services revenue growth, should we think about a driver of that growth being the transition of the work in Mexico towards services?”
“Building on the prior comment on the services revenue growth, should we think about a driver of that growth being the transition of the work in Mexico towards services?”
“Domestic sales grew nicely in the year, up 13%. However, the international sales were down around 15%. Are there any kind of headwinds to call out in the international market, or did domestic demand just take up more capacity this year?”
“Kind of building on the second question there, looking at the preliminary color on 2027, how should we think about the split between DS and GES? GES has seen some not great growth in 2026 so far, while DS has posted strong growth, even with the RAP solutions divestiture.”
J.P. Morgan
Analyst
Transcript header (unverified)
OSIS
Electronic Components · Technology
MRCY
Aerospace & Defense · Industrials
Specialty Business Services · Industrials
