Analyst
ROTH Capital Partners
Equibles does not estimate personal net worth.
Matt Caranda is recorded as Analyst at ROTH Capital Partners. Matt Caranda has spoken on 5 earnings calls across 4 companies, most recently for Standex International Corp on May 1, 2026. Those appearances were for Standex International Corp (SXI), American Outdoor Brands, Inc. (AOUT), Revolve Group, Inc. (RVLV) and Purple Innovation, Inc. (PRPL). The companies whose calls Matt Caranda spoke on are classified in the Industrials and Consumer Cyclical sectors.
“I guess I just wanted to start with the electronic segment and the order flow. It looks like it's up north of 75% year on year. I wanted to hear a little bit about the drivers of the strength and order flow between grid and the core magnetics and sensing solutions business.”
“I'm just wondering, maybe Adam, you can chime in on how that creates a little bit of a near-term drag on segment profitability. Just wanted to understand how that informs the guidance.”
“Apologies if I'm retreading on stuff here, but I'm jumping between a few calls here. I guess the main question I had for you, when does the order choppiness sort of settle down in your view?”
“Okay, and then just on the OPEX, I guess it implies some reinvestment, given some of the line items that you guided there, Jesse, for the second half of the year, especially on marketing and selling and distribution.”
“I think you talked briefly about third quarter trends in demand to date.”
ROTH Capital Partners
Analyst
Transcript header (unverified)
Specialty Industrial Machinery · Industrials
RVLV
Internet Retail · Consumer Cyclical
Furnishings, Fixtures & Appliances · Consumer Cyclical
