Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Josh Korn is recorded as Analyst at Wells Fargo. Josh Korn has spoken on 8 earnings calls across 5 companies, most recently for Caci International Inc on October 22, 2026. Those appearances were for Caci International Inc (CACI), BWX Technologies, Inc. (BWXT), Arxis, Inc. (ARXS), Hexcel Corp (HXL) and Leidos Holdings, Inc. (LDOS). The companies whose calls Josh Korn spoke on are classified in the Technology and Industrials sectors.
“I just wanted to follow up on the organic growth outlook. You had a strong bookings quarter, almost $5 billion in awards. I guess, how should we think about the way those bookings in the quarter convert to revenue this year and beyond?”
“I was hoping you could maybe speak a little bit about the M&A pipeline now with the sale of medical, you know, if you might be more interested in kind of staying in that, you know, doubling down on the commercial nuclear power side or maybe getting into other adjacencies.”
“I wanted to ask about FX and the impact you see in 2027 as compared to this year.”
“Just wondering if you could shed some light on some of the industrial tech and markets for the quarter. I think you had mentioned particular strength in medical and semis in Q1?”
“Wanted to ask, following up on the guidance for the year, I think it was materially higher, the growth rate, than kind of your thoughts during the IPO process. So I just wanted to ask, I guess, kind of what contributed to the better outlook, any certain end markets, segment dynamics, anything like that.”
Wells Fargo
Analyst
Transcript header (unverified)
Information Technology Services · Technology
ARXS
Aerospace & Defense · Industrials
HXL
Aerospace & Defense · Industrials
Information Technology Services · Technology
