Analyst
DA Davidson & Co.
Equibles does not estimate personal net worth.
Mike Shlisky is recorded as Analyst at DA Davidson & Co.. Mike Shlisky has spoken on 5 earnings calls across 4 companies, most recently for Lakeland Industries Inc on September 9, 2026. Those appearances were for Lakeland Industries Inc (LAKE), Agco Corp (AGCO), Miller Industries Inc (MLR) and Deere & Co (DE). The companies whose calls Mike Shlisky spoke on are classified in the Consumer Cyclical and Industrials sectors.
“A lot of moving parts in what grew and what shrunk in the fire business and what changed in fire. But back everything out, did you be suggesting that the organic growth or what kind of consistent year-over-year measure of growth was 10% in the quarter here?”
“I guess I want to start off asking about the market share that you noted, the gains in share. It looks like you certainly gained some share in North America. Can you share a little bit about that 20% increase that you saw overall besides market share on just the pricing in North America and also the mix?”
“It was a little hard to tell about how you feel, maybe quarter to quarter, about the organic growth rate throughout the year.”
“So I guess I'm trying to figure out the margin story first. Would you say that the gross margin expectation for 13% range is better than you've seen in the past for the mix that you're expecting?”
“Kim, I kind of wanted to just maybe dive into your little more optimistic tone on large ag and some of the order trends that you're seeing, especially in combines.”
DA Davidson & Co.
Analyst
Transcript header (unverified)
Apparel Manufacturing · Consumer Cyclical
AGCO
Farm & Heavy Construction Machinery · Industrials
DE
Farm & Heavy Construction Machinery · Industrials
