Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Andre is recorded as Analyst at Goldman Sachs. Andre has spoken on 4 earnings calls across 4 companies, most recently for Anheuser-Busch InBev SA on February 12, 2026. Those appearances were for Anheuser-Busch InBev SA (BUD), Ryder System Inc (R), Union Pacific Corp (UNP) and Schneider National, Inc. (SNDR). The companies whose calls Andre spoke on are classified in the Consumer Defensive and Industrials sectors.
“There's still a lot that we need to continue to do. but so far we are happy with the whole motion and we continue to to execute in the way that we are executing so far thank you thank you our next questions come from the line of Mitch Collette with Deutsche Bank please proceed with your questions Mitch could you…”
“It's a helpful earnings walk on slide 16 to get to the high end of your EPS guide for 2026. just curious between the buckets you lay out in terms of the year-over-year earnings tailwind, if you could just share where the largest variability lies within those buckets with respect to getting to the low end versus the…”
“I just want to clarify a little bit on the truckload operating ratio comment into the first quarter. Just given that we're coming from the elevated level, the 96.5, I know historically margins do deteriorate, but could we hold the OR sequentially into the first quarter?”
Goldman Sachs
Analyst
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Beverages - Brewers · Consumer Defensive
Rental & Leasing Services · Industrials
