Building Products & Equipment · Industrials
Brian Blair
Analyst
Oppenheimer
Equibles does not estimate personal net worth.
About Brian Blair
Brian Blair is recorded as Analyst at Oppenheimer. Brian Blair has spoken on 43 earnings calls across 16 companies, most recently for Graco Inc on October 22, 2026. Those appearances were for Carlisle Companies Inc (CSL), DONALDSON Co INC (DCI), Advanced Drainage Systems, Inc. (WMS), Lincoln Electric Holdings Inc (LECO), Zurn Elkay Water Solutions Corp (ZWS) and 11 other companies. The companies whose calls Brian Blair spoke on are classified in the Industrials sector.
Brian Blair on recent calls
“Following up on Mike's questions there, it sounds like underlying demand trends are generally unchanged. Your team is executing pretty well. I'm trying to get my head around the growth moderation. that's implied in Q4.”
“I was hoping you could offer a little more color on how orders progressed through Q2 and into Q3 and how your team's thinking about organic growth in the back half, both in terms of Q3, Q4 cadence and segment contribution.”
“To start with your top-line guidance and what's now contemplated in the back half, we know that, you know, 2H organic growth is now implied, you know, 2.5%, give or take.”
“Another impressive step up in data center revenue expectations for this year, given the backlog and project visibility that you have along with accelerating throughput but with the Olympus Max and Everest, how should we think about your visibility into 2027?”
“Chuck, thank you very much for all the help over the years. And, Kerry, I look forward to working with you. Thank you.”
Affiliation history
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Oppenheimer
Analyst
Source not stated
Current
Company network
DCI
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
Pollution & Treatment Controls · Industrials
IEX
Specialty Industrial Machinery · Industrials
GGG
Specialty Industrial Machinery · Industrials
TKR
Tools & Accessories · Industrials
AOS
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
ESAB
Metal Fabrication · Industrials
PNR
Specialty Industrial Machinery · Industrials
XYL
Specialty Industrial Machinery · Industrials
Specialty Industrial Machinery · Industrials
Specialty Industrial Machinery · Industrials
Specialty Industrial Machinery · Industrials