Analyst
Bernstein
Equibles does not estimate personal net worth.
Varun Govindaraj is recorded as Analyst at Bernstein. Varun Govindaraj has spoken on 8 earnings calls and 1 other investor event across 8 companies, most recently for Trane Technologies plc on October 29, 2026. Those appearances were for Otis Worldwide Corp (OTIS), Trane Technologies plc (TT), Amphenol Corp (APH), Vertiv Holdings Co (VRT), 3M Co (MMM) and 3 other companies. The companies whose calls Varun Govindaraj spoke on are classified in the Industrials and Technology sectors.
“So just picking up on the point of reference design someone brought up earlier, Trane puts out a lot of these. What role does that play in the commercial process?”
“I had a question related to NVIDIA architectures. So as we shift from Oberon to Kyber, theoretically, in 2028, we lose the backplane and then move into that PCB midplane structure.”
“I had a quick question on orders slash backlog. Do you continue to see customers essentially widening the aperture to which they're willing to put in orders for?”
“So, largely in line in 3Q on service margins, we've talked about a sequential ramp going into 4Q. Does that stay relatively unchanged?”
“You've had a leadership change on the R&D side with John retiring and Tushar coming in. How are you sort of driving continuity in the R&D strategy with that change?”
Bernstein
Analyst
Transcript header (unverified)
OTIS
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
APH
Electronic Components · Technology
Electrical Equipment & Parts · Industrials
MMM
Conglomerates · Industrials
NVENT ELECTRIC PLC
Electrical Equipment & Parts · Industrials
Electrical Equipment & Parts · Industrials
nVent Electric Q2 2026 Earnings
NVENT ELECTRIC PLC
