Analyst
Stephens
Equibles does not estimate personal net worth.
Ethan is recorded as Analyst at Stephens. Ethan has spoken on 5 earnings calls across 5 companies, most recently for Installed Building Products, Inc. on August 6, 2026. Those appearances were for Installed Building Products, Inc. (IBP), Pool Corp (POOL), Arcosa, Inc. (ACA), Knife River Corp (KNF) and Builders FirstSource, Inc. (BLDR). The companies whose calls Ethan spoke on are classified in the Consumer Cyclical, Industrials and Basic Materials sectors.
“There's been some discussion recently around the validity of the census numbers, but you guys mentioned that you guys feel pretty good about multifamily heading into the second half, and your backlog continues to grow.”
“First, John, I wanted to start off on the efficiencies and productivity piece mentioned within the new strategic priorities. You guys have been focused on capacity absorption here for the last couple quarters.”
“That's all very helpful, Color, so I appreciate that. And maybe shifting gears a little bit back to utility structures, at a higher level, how long of a tail do you think that this level of utility power demand has?”
“I wanted to dive further into the puts and takes on the margin outlook that's baked into the guidance, because the full-year guidance seems to imply relatively modesty, but down margin improvement.”
“Just going back to some earlier comments about share, you know, historically, you guys were able to take share at maybe a couple hundred basis points above the market and obviously recognizing, you know, the current affordability challenge environment.”
Stephens
Analyst
Transcript header (unverified)
Residential Construction · Consumer Cyclical
POOL
Industrial Distribution · Industrials
ACA
Engineering & Construction · Industrials
KNF
Building Materials · Basic Materials
Building Products & Equipment · Industrials
