Analyst
Bank of America
Equibles does not estimate personal net worth.
Ross Gilardi is recorded as Analyst at Bank of America. Ross Gilardi has spoken on 8 earnings calls across 5 companies, most recently for Generac Holdings Inc. on May 4, 2022. Those appearances were for Caterpillar Inc (CAT), Generac Holdings Inc. (GNRC), CNH Industrial N.V. (CNH), WillScot Holdings Corp (WSC) and Toro Co (TTC). The companies whose calls Ross Gilardi spoke on are classified in the Industrials sector.
“Maybe we could just expand on your last comment there, Aaron. So if you take your new guide, you're at $5.1 billion to $5.2 billion in revenue in 2022. And your three-year target from your Investor Day, I think, was $5.5 billion or $5.6 billion.”
“Can you quantify any more specifically what you're assuming for home standby backlog exiting 2022? And what is a normalized level of orders for home standby in today's world?”
“So of the 10% to 14% revenue guide, roughly how much of that is price? And what are you embedding for FX? Because I would assume with the price increases that are announced out there, it doesn't seem like you're assuming all that much in terms of volume growth.”
“Tim, you just answered some questions, but I'm still scratching my head. You've got 20% pricing in core business, demand is picking up, and margins are down year-over-year.”
“Jim, I just had a question on pipeline activity in general. There seems to be pretty limited new pipeline activity despite the run-up in energy prices. Would you agree with that?”
Bank of America
Analyst
Source not stated
CAT
Farm & Heavy Construction Machinery · Industrials
Specialty Industrial Machinery · Industrials
Farm & Heavy Construction Machinery · Industrials
Rental & Leasing Services · Industrials
TTC
Tools & Accessories · Industrials
