Analyst
RBC Capital Markets
Equibles does not estimate personal net worth.
Jeff Reeve is recorded as Analyst at RBC Capital Markets. Jeff Reeve has spoken on 8 earnings calls and 1 other investor event across 4 companies, most recently for Badger Meter Inc on October 22, 2026. Those appearances were for Badger Meter Inc (BMI), Watts Water Technologies Inc (WTS), Advanced Drainage Systems, Inc. (WMS) and 3M Co (MMM). The companies whose calls Jeff Reeve spoke on are classified in the Technology and Industrials sectors.
“So given the nine projects ramping, UV live, annualizing mid-year next year, and kind of easier comps across all four quarters, is it fair to expect a return to high single-digit organics next year, or could that ramp dynamic actually push you above that range?”
“And on the EBO business, if the four hyperscalers currently in proof of concept convert, is the combined internal plus GSEO manufacturing footprint sufficient, or should we expect further capacity investments?”
“So now that we are about at the halfway point of the year and certain projects have commenced initial deployment, how has your visibility into the second half ramp changed versus 90 days ago?”
“For your updated guidance, what's the risk that some of the late 2H, you know, starts pushing to 2027? And, like, is this guidance appropriately conservative now?”
RBC Capital Markets
Analyst
Transcript header (unverified)
BMI
Scientific & Technical Instruments · Technology
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
MMM
Conglomerates · Industrials
