BLBD
Farm & Heavy Construction Machinery · Industrials
Analyst
Craig-Hallam
Equibles does not estimate personal net worth.
Eric Stein is recorded as Analyst at Craig-Hallam. Eric Stein has spoken on 17 earnings calls across 12 companies, most recently for Tecogen Inc. on August 13, 2026. Those appearances were for Blue Bird Corp (BLBD), Capstone Energy Plus, Inc. (CEPL), Amprius Technologies, Inc. (AMPX), Electrovaya Inc. (ELVA), Tecogen Inc. (TGEN) and 7 other companies. The companies whose calls Eric Stein spoke on are classified in the Industrials, Basic Materials, Energy and Technology sectors.
“Hey, so maybe first, talking about those 12 demos, you know, just curious, is there a way to think about that, you know, which opportunities you may pursue under the Vertiv relationship or not?”
“So maybe if we could just talk about some of the commercial momentum. I know not given specifics in terms of orders and backlog, but I would love to kind of get a sense of how things are trending maybe by end market and what type of visibility that gives you over the remainder of the fiscal year?”
“So, I mean, obviously, you've kind of laid out these capital projects and the progress, pretty steady progress you're making, but also alluding to a host of others.”
“You talked about NDA compliance, and it sounds like you've made progress on the 11 needed components, both primary and secondary suppliers. But I know that one of the things, and you mentioned it, is getting those suppliers under contract.”
“And then in terms of the, you know, that excess chassis capacity that you have, is there something that, you know, you're, and maybe, you know, maybe it's just TBD, but that you're thinking about that that can be utilized for?”
Craig-Hallam
Analyst
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BLBD
Farm & Heavy Construction Machinery · Industrials
Specialty Industrial Machinery · Industrials
Electrical Equipment & Parts · Industrials
ELVA
Electrical Equipment & Parts · Industrials
TGEN
Electrical Equipment & Parts · Industrials
Specialty Chemicals · Basic Materials
Oil & Gas Refining & Marketing · Energy
Specialty Industrial Machinery · Industrials
BWEN
Specialty Industrial Machinery · Industrials
ENPH
Solar · Technology
GPRE
Chemicals · Basic Materials