Specialty Industrial Machinery · Industrials
Michael Halloran
Analyst
Baird
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About Michael Halloran
Michael Halloran is recorded as Analyst at Baird. Michael Halloran has spoken on 6 earnings calls across 5 companies, most recently for Ingersoll Rand Inc. on July 31, 2026. Those appearances were for Generac Holdings Inc. (GNRC), Ingersoll Rand Inc. (IR), Gates Industrial Corp Ltd. (GTES), Nordson Corp (NDSN) and Advanced Drainage Systems, Inc. (WMS). The companies whose calls Michael Halloran spoke on are classified in the Industrials sector.
Michael Halloran on recent calls
“And then maybe just on the larger projects, I know you referenced some of it there, the longer cycle projects. Are you at the point where project pushouts are starting to roll through and people are willing to move forward with projects?”
“So it sounds like growth, core growth would have been positive in the quarter, excluding ERP and some of the day's issues. It feels like the trajectory is what you're wanting to see exiting 1Q into 2Q holistically.”
“Just want to follow up on that last comment there. Maybe you could talk about the seasonality as you think of the year here, right? I think this was the first year that I can see in my numbers that wasn't up sequentially, at least double digits, if not handsomely in the double-digit level.”
“So, let's stick on that train of thought Aaron, because obviously there's a lot of concern and questions just around the sustainability of that home standby piece from an underlying demand perspective.”
“So can we just dig into the home standby side a little bit? Obviously, you seem pretty comfortable with the in-home consultation to the consultations in general being in line with your expectations.”
Affiliation history
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Baird
Analyst
Source not stated
Current
Company network
2 appearances
Latest appearance 2023-05-03
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Specialty Industrial Machinery · Industrials
1 appearance
Latest appearance 2026-07-31
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Specialty Industrial Machinery · Industrials
1 appearance
Latest appearance 2026-05-01
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Nordson Corp
NDSN
Specialty Industrial Machinery · Industrials
1 appearance
Latest appearance 2024-02-22
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Building Products & Equipment · Industrials
1 appearance
Latest appearance 2019-06-30
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