Analyst
Stevens
Equibles does not estimate personal net worth.
Tommy Moll is recorded as Analyst at Stevens. Tommy Moll has spoken on 7 earnings calls across 7 companies, most recently for Lennox International Inc on October 28, 2026. Those appearances were for Lennox International Inc (LII), Zebra Technologies Corp (ZBRA), Wesco International Inc (WCC), Digi International Inc (DGII), Cognex Corp (CGNX) and 2 other companies. The companies whose calls Tommy Moll spoke on are classified in the Industrials and Technology sectors.
“Allok, I want to start on the topic of the entry tier product you expect to launch early next year.”
“You were well ahead of your guidance for the first quarter on a EBITDA margin percentage basis, and then if we look at the second quarter, that percentage steps down sequentially.”
“Heck of a year you had in 2025 there, and you're now run rating well north of a billion dollars in sales a quarter. So I want to see if you can situate us on the opportunity from here, because I hear Dave talking about relatively consistent dollars across the quarters in 26.”
“Ron, my first question is on the demand environment. Can you make any general comment to update us, and then if you could go one layer deeper and make a specific comment around data centers, what you're seeing there, that'd be appreciated.”
“Dennis, I wasn't sure if I heard you correctly when you started giving some insight into fourth quarter. You know, that's more than one quarter forward, but pretty sure I did here.”
Stevens
Analyst
Transcript header (unverified)
Building Products & Equipment · Industrials
Communication Equipment · Technology
Industrial Distribution · Industrials
Communication Equipment · Technology
CGNX
Scientific & Technical Instruments · Technology
Building Products & Equipment · Industrials
DXPE
Industrial Distribution · Industrials
