Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Connor Dessert is recorded as Analyst at Goldman Sachs. Connor Dessert has spoken on 4 earnings calls across 4 companies, most recently for AEVEX Corp. on August 12, 2026. Those appearances were for AEVEX Corp. (AVEX), Loar Holdings Inc. (LOAR), Arxis, Inc. (ARXS) and Ducommun Inc (DCO). The companies whose calls Connor Dessert spoke on are classified in the Industrials sector.
“So when I look at the implied margin guide for 2026, now it's about 20 basis points higher than the full year outlook you guys gave last quarter. And that's despite revenue being about $100 million higher.”
“I wanted to ask a quick one about free cash conversion. It's trending just below 200% of net income year to date. Is there a framework we should be thinking about for free cash conversion for the rest of the year?”
“Azad, in your prepared remarks, you commented on the strength in the mechanical segments margin. And if I did my 10Q math right this morning before the call, it looks like that margin stepped up to 42.5% in the quarter from, you know, 37.5% last quarter.”
“I appreciate the commentary that you guys had about upsizing the credit facility so that you could execute more on the acquisition strategy. I was curious if you guys could give us an update on what the M&A market is looking like from your perspective today.”
Goldman Sachs
Analyst
Transcript header (unverified)
AVEX
Aerospace & Defense · Industrials
LOAR
Aerospace & Defense · Industrials
ARXS
Aerospace & Defense · Industrials
DCO
Aerospace & Defense · Industrials
