WHR
Furnishings, Fixtures & Appliances · Consumer Cyclical
Analyst
Longbow Research
Equibles does not estimate personal net worth.
David McGregor is recorded as Analyst at Longbow Research. David McGregor has spoken on 45 earnings calls and 2 other investor events across 19 companies, most recently for Aktiebolaget Electrolux on October 23, 2026. Those appearances were for Whirlpool Corp (WHR), Allegion plc (ALLE), Garmin Ltd (GRMN), Pool Corp (POOL), Interface Inc (TILE) and 14 other companies. The companies whose calls David McGregor spoke on are classified in the Consumer Cyclical, Industrials, Technology and Basic Materials sectors.
“And Yannick, congratulations on the progress on the execution side here. I know it's early stages here, but it's all encouraging. I wanted to ask the North American pricing question at the risk of beating this issue to death.”
“But, you know, how are you thinking about 2027? Could it be a more active year? What would need to change to make it a more active year?”
“I wanted to ask you, I guess you talked about pinch being up 3%, so I just wanted to ask you if you're seeing any indications of shift by pool owners from Do It For Me to DIY.”
“And maybe Mix as well, if you could talk to the contribution from Mix. It sounds like that was pretty strong.”
“I guess I wanted to ask about the synergies. $29.4 million, just to clarify, but that's a 20-26 year in run rate. And are we pulling forward from a timing standpoint or are we finding new opportunities?”
Longbow Research
Analyst
Transcript header (unverified)
WHR
Furnishings, Fixtures & Appliances · Consumer Cyclical
ALLE
Security & Protection Services · Industrials
GRMN
Scientific & Technical Instruments · Technology
POOL
Industrial Distribution · Industrials
TILE
Furnishings, Fixtures & Appliances · Consumer Cyclical
ASTE
Farm & Heavy Construction Machinery · Industrials
Building Products & Equipment · Industrials
SNA
Tools & Accessories · Industrials
Building Materials · Basic Materials
Aktiebolaget Electrolux
Furnishings, Fixtures & Appliances · Consumer Cyclical
AOS
Specialty Industrial Machinery · Industrials
Building Materials · Basic Materials
TTC
Tools & Accessories · Industrials
TWIN
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
HNI
Furnishings, Fixtures & Appliances · Consumer Cyclical
PII
Recreational Vehicles · Consumer Cyclical
Furnishings, Fixtures & Appliances · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
Interim report January – September 2026
Aktiebolaget Electrolux
Interim Report Q1 2026
Aktiebolaget Electrolux