Electrical Equipment & Parts · Industrials
Steve Tusa
Analyst
JPMorgan
Equibles does not estimate personal net worth.
About Steve Tusa
Steve Tusa is recorded as Analyst at JPMorgan. Steve Tusa has spoken on 36 earnings calls across 17 companies, most recently for Watsco Inc on February 17, 2026. Those appearances were for Vertiv Holdings Co (VRT), Trane Technologies plc (TT), DuPont de Nemours, Inc. (DD), Watsco Inc (WSO), CARRIER GLOBAL Corp (CARR) and 12 other companies. The companies whose calls Steve Tusa spoke on are classified in the Industrials, Basic Materials and Technology sectors.
Steve Tusa on recent calls
“And as far as the parts and the repairs and things like that, was there any sort of trade down in that channel that you're seeing at all? I mean, we're just trying to kind of gauge what the appetite is from an inflationary perspective from your customers really across a range of products, not just the boxes.”
“So just on the dollar value of the orders, is there, you know, you guys have talked about the three to three and a half million per megawatt.”
“Can we get a little bit of a bridge on this S&C margin? Pretty strong. What was the trend in, like, the software-related business there in that context?”
“And then what are you guys assuming for inflation and total company price? And how are you marking the commodities?”
“Just on the North America margin was just a little bit lighter. I hate to nitpick because there were really good results on special note orders. The North America margin was a little bit lighter.”
Affiliation history
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JPMorgan
Analyst
Source not stated
Current
Company network
Building Products & Equipment · Industrials
Specialty Chemicals · Basic Materials
WSO
Industrial Distribution · Industrials
CARR
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials
PNR
Specialty Industrial Machinery · Industrials
DOV
Specialty Industrial Machinery · Industrials
Specialty Industrial Machinery · Industrials
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
OTIS
Specialty Industrial Machinery · Industrials
PTC
Software - Application · Technology
ETN
Specialty Industrial Machinery · Industrials
FTV
Scientific & Technical Instruments · Technology