ALLE
Security & Protection Services · Industrials
Analyst
Mizuho
Equibles does not estimate personal net worth.
Brett Lindsey is recorded as Analyst at Mizuho. Brett Lindsey has spoken on 15 earnings calls across 9 companies, most recently for PENTAIR plc on October 27, 2026. Those appearances were for Allegion plc (ALLE), AIRO Group Holdings, Inc. (AIRO), Zurn Elkay Water Solutions Corp (ZWS), PENTAIR plc (PNR), 3M Co (MMM) and 4 other companies. The companies whose calls Brett Lindsey spoke on are classified in the Industrials sector.
“I'm curious on the sales line within pool. Were there any mix dynamics or trade downs that you saw through the quarter?”
“So on the space portfolio, was hoping you could put a finer point on the TAM or anything you can share regarding content opportunity per satellite. And if there's any constellations or customers you're currently specced in on or working on designs.”
“So yeah, just back to the full year 2026 revenue growth outlook. So the 15 to 25%, maybe just a finer point on the individual pieces within that. And how much of the 150 backlog are you expecting to ship this year, so within 26, as part of that outlook for drones?”
“So, yeah, I just want to come back to the pricing dynamics for this year. So, it looks like the industry implemented a conversion of the surcharge to list and then some incremental lists above that.”
“I wanted to come back to the procurement issue in the quarter. Can you just talk about the nature of the dynamic and which component you might be referring to and then anything on the remedy actions in place that give you the better visibility this year?”
Mizuho
Analyst
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ALLE
Security & Protection Services · Industrials
Pollution & Treatment Controls · Industrials
PNR
Specialty Industrial Machinery · Industrials
MMM
Conglomerates · Industrials
FLS
Specialty Industrial Machinery · Industrials
AME
Specialty Industrial Machinery · Industrials
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials