Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Michael Rehart is recorded as Analyst at J.P. Morgan. Michael Rehart has spoken on 2 earnings calls across 2 companies, most recently for Fortune Brands Innovations, Inc. on May 7, 2026. Those appearances were for Fortune Brands Innovations, Inc. (FBIN) and Kb Home (KBH). The companies whose calls Michael Rehart spoke on are classified in the Industrials and Consumer Cyclical sectors.
“First, I just wanted to better understand some of the tariff dynamics. I believe you said that, if I heard it right, the net impact of the changes this past year was to actually increase your exposure.”
“I wanted to first just revisit kind of the first quarter and March to date sales trends, which was obviously behind the guidance reduction, and also just better understand, if possible, how the year-over-year sales pace trended throughout the first quarter in terms of December, January, February, and if there's any…”
J.P. Morgan
Analyst
Transcript header (unverified)
Building Products & Equipment · Industrials
KBH
Residential Construction · Consumer Cyclical
