Scientific & Technical Instruments · Technology
Rob Mason
Analyst
Baird
Equibles does not estimate personal net worth.
About Rob Mason
Rob Mason is recorded as Analyst at Baird. Rob Mason has spoken on 18 earnings calls and 1 other investor event across 9 companies, most recently for Keysight Technologies, Inc. on May 19, 2026. Those appearances were for Keysight Technologies, Inc. (KEYS), DONALDSON Co INC (DCI), Atmus Filtration Technologies Inc. (ATMU), Zebra Technologies Corp (ZBRA), Ametek Inc (AME) and 4 other companies. The companies whose calls Rob Mason spoke on are classified in the Technology, Industrials and Consumer Cyclical sectors.
Rob Mason on recent calls
“I was hoping you could contextualize the orders a little finer. I think coming into the quarter, you know, the thought was maybe the book-to-bill would be closer to one, and you clearly outperformed that.”
“My question is just around capital allocation, if there's been any change in the thought process for 2026. I think originally you were earmarked about half the free cash flow for the year towards share repurchase?”
“Just as a follow-up, within the 10 businesses, since they went into private equity, how has the leadership been, I guess, has there been much leadership turnover since they've been owned by private equity at the top?”
“In fact, Rich, I'll offer my congrats on passing the baton there as well.”
“I think, you know, you made comment, Matthias, just around the robustness of the M&A pipeline And, you know, the capital raise kind of signaled that as well. You know, as you think about your areas of priority, you know, it seems like you're biased to medical.”
Affiliation history
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Baird
Analyst
Transcript header (unverified)
Current
Company network
DCI
Specialty Industrial Machinery · Industrials
Communication Equipment · Technology
AME
Specialty Industrial Machinery · Industrials
NOVT
Scientific & Technical Instruments · Technology
Specialty Industrial Machinery · Industrials
Electrical Equipment & Parts · Industrials
TRMB
Scientific & Technical Instruments · Technology