Analyst
UBS
Equibles does not estimate personal net worth.
Joseph Spack is recorded as Analyst at UBS. Joseph Spack has spoken on 6 earnings calls across 5 companies, most recently for Rivian Automotive, Inc. on October 29, 2026. Those appearances were for Phinia Inc. (PHIN), Rivian Automotive, Inc. (RIVN), Gentex Corp (GNTX), Carvana Co. (CVNA) and Ford Motor Co (F). The companies whose calls Joseph Spack spoke on are classified in the Consumer Cyclical sector.
“And congratulations to both Claire and Derek. Claire, it's great working with you over the years. And Derek, again, congrats. First, you mentioned this $120 million of incremental cost of revenues due to the ramp, but that's not really cost of good, right?”
“I guess just to start, obviously, you know, a little bit more pause pressure here at the end of the year. And, you know, you talked about the 10 to 15 in the fourth quarter, and you're expected to get that back in the first half.”
“Look, I know seasonality is difficult when you've been growing like you've been growing, but, you know, over the past four years, you know, the back half profitability has always been stronger.”
“You know, I heard in the prepared comments that the Novellus ramp is proceeding as expected. Maybe you could just talk a little bit about what you see for F-Series here in the back half, because in your guidance, you do factor in a lower volume recovery.”
“First, I just wanted to ask about the Ford recall announcement in the quarter. So Ford announced a recall of 850,000 vehicles for potentially faulty fuel pumps.”
UBS
Analyst
Transcript header (unverified)
PHIN
Auto Parts · Consumer Cyclical
Auto Manufacturers · Consumer Cyclical
GNTX
Auto Parts · Consumer Cyclical
CVNA
Auto & Truck Dealerships · Consumer Cyclical
Auto Manufacturers · Consumer Cyclical
