Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Brad Hewitt is recorded as Analyst at Wolfe Research. Brad Hewitt has spoken on 10 earnings calls across 6 companies, most recently for SPX Technologies, Inc. on July 30, 2026. Those appearances were for Nordson Corp (NDSN), SPX Technologies, Inc. (SPXC), Zebra Technologies Corp (ZBRA), Itt Inc. (ITT), Veralto Corp (VLTO) and 1 other company. The companies whose calls Brad Hewitt spoke on are classified in the Industrials and Technology sectors.
“Current market conditions continue to support our 2026 outlook, which implies 27% adjusted EBITDA growth.”
“So kind of tagging on that last question, so you raised the full-year organic growth guidance by about a point to 5%.”
“So you mentioned that your friction business outgrew auto-build by 1,400 basis points during the quarter. Curious if you expect that outgrowth versus builds to compress for the rest of the year, or could there perhaps be upside this year to the typical algorithm of 400 to 500 basis points of outgrowth?”
“So it looks like you're guiding to about low double-digit organic growth in HVAC in 2026. You mentioned the 50% growth expected in data center, and then if we also adjust for the Ingenia revenue growth, it seems like the implied growth rate for the rest of the segment was around 3%.”
“Of course, he called out the strength in Asia Pacific, but just curious if you could elaborate a little bit more on what drove that strength in Asia. How much of that was a function of an easy comp?”
Wolfe Research
Analyst
Transcript header (unverified)
NDSN
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
Communication Equipment · Technology
ITT
Specialty Industrial Machinery · Industrials
VLTO
Pollution & Treatment Controls · Industrials
GGG
Specialty Industrial Machinery · Industrials
