AVTR
Medical Instruments & Supplies · Healthcare
Analyst
Evercore
Equibles does not estimate personal net worth.
Vijay Kumar is recorded as Analyst at Evercore. Vijay Kumar has spoken on 17 earnings calls across 12 companies, most recently for Medtronic plc on September 1, 2026. Those appearances were for Avantor, Inc. (AVTR), Medtronic plc (MDT), Agilent Technologies, Inc. (A), Baxter International Inc (BAX), Enovis CORP (ENOV) and 7 other companies. The companies whose calls Vijay Kumar spoke on are classified in the Healthcare sector.
“Maybe, Parag, my first one was on your comment on Reshoring was interesting. You noted five customers. You received orders. And this is ahead of expectations, right?”
“I guess my first question is on this back half guidance, right? There's a helpful slide in the deck where you talk about your days-adjusted growth by segments. And correct me if I'm wrong, CQ, I don't think there's any days differentials.”
“I know it's been a key metric for you, procedure growth. The comment you made on legacy versus new account dynamics, right? How much of this is a function of Salesforce? or is there any comp metric changes that's driving this, and how do you rectify this, right?”
“Maybe just on this performance within second quarter, Andrew, some questions around whether any one-timers, was there any restocking benefit from Ivy Float?”
Evercore
Analyst
Source not stated
AVTR
Medical Instruments & Supplies · Healthcare
MDT
Medical Devices · Healthcare
Diagnostics & Research · Healthcare
Medical Instruments & Supplies · Healthcare
ENOV
Medical Devices · Healthcare
Medical Instruments & Supplies · Healthcare
SYK
Medical Devices · Healthcare
RVTY
Diagnostics & Research · Healthcare