BKR
Oil & Gas Equipment & Services · Energy
Analyst
TD Cowen
Equibles does not estimate personal net worth.
Marc Bianchi is recorded as Analyst at TD Cowen. Marc Bianchi has spoken on 16 earnings calls and 6 other investor events across 9 companies, most recently for Slb Limited on October 23, 2026. Those appearances were for Baker Hughes Co (BKR), Chart Industries Inc, BWX Technologies, Inc. (BWXT), NOV Inc. (NOV), Halliburton Co (HAL) and 4 other companies. The companies whose calls Marc Bianchi spoke on are classified in the Energy and Industrials sectors.
“I guess following up on the digital, I know you didn't want to get into too many specifics on the drivers for 27, but just given the strong year that seems to be unfolding for that business, do you anticipate that it can continue with double-digit growth in 27 just given all the exploration visibility that seems to be…”
“I first want to ask on this updated shipbuilding plan and the forward cadence, can you talk about, you know, just remind us where you are in that forward cadence and then when we could start to see this update affecting your financial results?”
“Hopefully you guys won't count this one as a question, but just real quick, the guidance for 3Q, does it include any tariff refund? No, no, no. And then, Jose, the other one was you kind of laid out, you know, the watermark analysis there.”
“David had asked about OFSE for the second half already. Can you talk about some of the puts and takes for IET in the second half? Annual guidance was increased by less than the first half beat.”
“And then on the comment that the international business X in the Middle East will grow low double digits, I'm curious, what do you think the broader market is doing?”
TD Cowen
Analyst
Source not stated
BKR
Oil & Gas Equipment & Services · Energy
Chart Industries Inc
Specialty Industrial Machinery · Industrials
NOV
Oil & Gas Equipment & Services · Energy
HAL
Oil & Gas Equipment & Services · Energy
SLB
Oil & Gas Equipment & Services · Energy
Specialty Industrial Machinery · Industrials
MTZ
Engineering & Construction · Industrials
Baker Hughes Second Quarter 2026 Earnings Conference Call
Chart Industries Inc
Chart Industries Inc Q1 FY2025 Earnings Call
Chart Industries Inc
Chart Industries Inc Q4 FY2024 Earnings Call
Chart Industries Inc