CGNX
Scientific & Technical Instruments · Technology
Analyst
Stephens
Equibles does not estimate personal net worth.
Tommy Moll is recorded as Analyst at Stephens. Tommy Moll has spoken on 18 earnings calls and 1 other investor event across 12 companies, most recently for Zebra Technologies Corp on November 3, 2026. Those appearances were for Cognex Corp (CGNX), Lennox International Inc (LII), Generac Holdings Inc. (GNRC), Trane Technologies plc (TT), Zebra Technologies Corp (ZBRA) and 7 other companies. The companies whose calls Tommy Moll spoke on are classified in the Technology and Industrials sectors.
“Nathan, I think you said in the quarter you just reported that pricing offset nearly half of 50 or maybe a little bit north of 50 million. So, there's a gap there, but for the year of 145, you still expect to fully offset dollar for dollar.”
“So in the slides, you referenced some profit synergy opportunity here, And I'm curious if you had to rank order the opportunities. Is the bigger opportunity pulling more SmartSense sales into Europe or pulling more disruptive technology sales into the U.S.?”
“Brian, it wasn't the first time that you mentioned data center orders for the test business, but you did give us a little more detail this time, so I'm curious to ask, what more can you tell us about the complexion of that customer base, and is this one that has broadened over the last couple quarters for you where…”
“Alok, first question for you on the one-step trends for RESI. Noted that there's the new construction headwind. Some of that relates to low-margin business you've walked away from.”
Stephens
Analyst
Source not stated
CGNX
Scientific & Technical Instruments · Technology
Building Products & Equipment · Industrials
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
Communication Equipment · Technology
Communication Equipment · Technology
Scientific & Technical Instruments · Technology
FAST
Industrial Distribution · Industrials
CARR
Building Products & Equipment · Industrials
Specialty Industrial Machinery · Industrials
Industrial Distribution · Industrials
WSO
Industrial Distribution · Industrials