ALLE
Security & Protection Services · Industrials
Analyst
Baird
Equibles does not estimate personal net worth.
Tim Weiss is recorded as Analyst at Baird. Tim Weiss has spoken on 18 earnings calls and 6 other investor events across 13 companies, most recently for Modine Manufacturing Co on November 4, 2026. Those appearances were for Allegion plc (ALLE), Simpson Manufacturing Co., Inc. (SSD), Carlisle Companies Inc (CSL), James Hardie Industries plc (JHX), Douglas Dynamics, Inc (PLOW) and 8 other companies. The companies whose calls Tim Weiss spoke on are classified in the Industrials, Basic Materials and Consumer Cyclical sectors.
“Maybe just on the data center guidance, the midpoint, you know, going from, you know, 70 percent growth at the midpoint to what's 85 percent now, how much of that is volume versus price?”
“Hey, maybe just the first question I have, just could you talk about just what price realization was in Q3 and kind of what you exited the quarter with and what's in the guide for Q4, specifically for CTM?”
“You know, if I kind of take the full year guidance and try to back into what it implies for Q4, I think it implies a pretty big step down sequentially in margins, despite you guys having that land sale gain in there.”
“Um, maybe just on a, on, on the pricing cadence, uh, Mike, I mean, just, you know, kind of transitioning, it sounds like a little bit to, to maybe more, um, you know, I'd say kind of selective pricing as well as kind of broad based pricing.”
Baird
Analyst
Transcript header (unverified)
ALLE
Security & Protection Services · Industrials
Lumber & Wood Production · Basic Materials
Building Products & Equipment · Industrials
Building Materials · Basic Materials
MAS
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials
TREX
Building Products & Equipment · Industrials
AAON
Building Products & Equipment · Industrials
TTC
Tools & Accessories · Industrials
Building Products & Equipment · Industrials
SWIM
Building Products & Equipment · Industrials
AYI
Electrical Equipment & Parts · Industrials