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Ethan

Analyst

Stevens

Equibles does not estimate personal net worth.

About Ethan

Ethan is recorded as Analyst at Stevens. Ethan has spoken on 5 earnings calls across 4 companies, most recently for Simpson Manufacturing Co., Inc. on July 27, 2026. Those appearances were for Arcosa, Inc., Simpson Manufacturing Co., Inc. (SSD), Advanced Drainage Systems, Inc. (WMS) and Amrize Ltd (AMRZ). The companies whose calls Ethan spoke on are classified in the Industrials and Basic Materials sectors.

Ethan on recent calls

“I wanted to dive a little bit more into the margin performance in the quarter. So both gross margin and operating expenses outperformed. I know there was a settlement benefit helping some in addition to lower material costs and expenses.”
Analyst — Stevens, Simpson Manufacturing Co., Inc. Second Quarter 2026 Earnings Conference Call ·
“And maybe switching gears to, you know, just making sure we understand the assumptions around the volume guide. The guide assumes volume flat. Obviously, your performance has been trending above this rate, and you still expect to outperform the market.”
Analyst — Stevens, Advanced Drainage Systems, Inc. Q4 FY2026 Earnings Call ·
“I wanted to ask on the aggregates business specifically, you've got the April price increase effective, and you've mentioned that you're implementing fuel surcharges where necessary to mitigate the impact of higher diesel costs.”
Analyst — Stevens, Amrize Ltd Q1 FY2026 Earnings Call ·
“I wanted to talk first about the moving pieces of the updated guide range and looking ahead to the second half.”
Analyst — Stevens, Arcosa, Inc. Q2 FY2025 Earnings Call ·
“I just wanted to elaborate quickly on the wind outlook. What are you hearing from customers? Curious on how the current administration has impacted customer sentiment.”
Analyst — Stevens, Arcosa, Inc. Q4 FY2024 Earnings Call ·

Affiliation history

  • Stevens

    Analyst

    Transcript header (unverified)

    Current

Company network

Arcosa, Inc.

Engineering & Construction · Industrials

2 appearances Latest appearance 2025-08-08

Recent activity