Analyst
Baird
Equibles does not estimate personal net worth.
Luke Young is recorded as Analyst at Baird. Luke Young has spoken on 19 earnings calls and 2 other investor events across 14 companies, most recently for Bel Fuse Inc on July 30, 2026. Those appearances were for Sensata Technologies Holding plc (ST), Bel Fuse Inc (BELFA), Littelfuse Inc (LFUS), Gentherm Inc (THRM), Borgwarner Inc (BWA) and 9 other companies. The companies whose calls Luke Young spoke on are classified in the Technology, Consumer Cyclical and Industrials sectors.
“Farouk, when I start in Europe, the eight project wins in Slovakia.”
“To start with, Greg, hopefully you could just comment on ways that the company can lean into this better breadth that you're seeing in electronics and industrial for that sake, be it taking share in a strategic way, leaning into pricing and capitalizing on the potential for some channel normalization.”
“I'm the Baird Analyst covering electronic solutions and vehicle tech. And very happy today to introduce you to Gentherm, the market leader in both thermal and pneumatic devices for automotive.”
“I'm the Baird Analyst covering electronic solutions and vehicle tech.”
“I'd be curious just to get some additional color now that it's a bigger part of the SPINCO on the power franchise and just how we should think about some of the major subcomponents in terms of embedded and critical power in that business and just thinking about relative growth rates backwards looking and as you think…”
Baird
Analyst
Transcript header (unverified)
Scientific & Technical Instruments · Technology
BELFA
Electronic Components · Technology
LFUS
Electronic Components · Technology
THRM
Auto Parts · Consumer Cyclical
BWA
Auto Parts · Consumer Cyclical
Software - Infrastructure · Technology
FLEX
Electronic Components · Technology
GNTX
Auto Parts · Consumer Cyclical
MBLY
Auto Parts · Consumer Cyclical
JBL
Electronic Components · Technology
VC
Auto Parts · Consumer Cyclical
SNA
Tools & Accessories · Industrials
