ADT
Security & Protection Services · Industrials
Analyst
Barclays
Equibles does not estimate personal net worth.
Ronan Kennedy is recorded as Analyst at Barclays. Ronan Kennedy has spoken on 28 earnings calls and 1 other investor event across 12 companies, most recently for Ecolab Inc. on October 27, 2026. Those appearances were for ADT Inc. (ADT), KinderCare Learning Companies, Inc. (KLC), ManpowerGroup Inc. (MAN), First Advantage Corp (FA), Mcgrath Rentcorp (MGRC) and 7 other companies. The companies whose calls Ronan Kennedy spoke on are classified in the Industrials, Consumer Defensive, Basic Materials and Consumer Cyclical sectors.
“You're now expecting 27 organic growth at the upper end of the 5% to 7% range.”
“As you follow up to some of the points discussed on Tim, but also go back at a more high level, you repeatedly referenced early but encouraged signs of progress, but also said the business has not yet reached stabilization and continue to describe this as transitory disruption in a permanently changed environment.”
“First and foremost, congrats to you both, Jonas and Becky. You closed the call by highlighting improving demand, strong commercial execution, and disciplined cost management.”
“Can I just please reconfirm if there's a, so to speak, clean enrollment trend? if you can comment to that uh and the inquiry and conversion you know anything of note from an enrollment standpoint for the retained portfolio yeah so right we talked about that um the quarter was down 240 basis points and the closures had…”
“You delivered a 3Q EBITDA beat and expect the full remaining $20 million of the FY26 transformation benefit in 4Q. Yet, I think the $10 million prior guidance high upside was removed.”
Barclays
Analyst
Source not stated
ADT
Security & Protection Services · Industrials
Education & Training Services · Consumer Defensive
Staffing & Employment Services · Industrials
Specialty Business Services · Industrials
MGRC
Rental & Leasing Services · Industrials
RHI
Staffing & Employment Services · Industrials
Rental & Leasing Services · Industrials
ECL
Specialty Chemicals · Basic Materials
ROL
Personal Services · Consumer Cyclical
VSTS
Rental & Leasing Services · Industrials
CTAS
Specialty Business Services · Industrials
UNF
Specialty Business Services · Industrials