Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Andrew Ozzie is recorded as Analyst at Wells Fargo. Andrew Ozzie has spoken on 4 earnings calls across 4 companies, most recently for Kbr, Inc. on October 29, 2026. Those appearances were for Kbr, Inc. (KBR), Manitowoc Co Inc (MTW), Primoris Services Corp (PRIM) and Waste Connections, Inc. (WCN). The companies whose calls Andrew Ozzie spoke on are classified in the Industrials sector.
“I just wanted to take a deeper look into the guidance. It implies a bit of a step down in 4Q. You know, with one quarter left, what gets you to the low end of, I think it looks like a $60 million range from the top end to the low end.”
“Maybe I want to start off with, would you be able to help us out in terms of disaggregating the great 56% year-over-year growth and orders between your various regions, U.S., Canada, LATAM, Europe, and anything else of note?”
“It sounds like there's some modest growth baked in for the base case next year. With the full-year guide and all the 2027 commentary so far, you know, I'm trying to think what that might imply for energy segment margins off the 4Q exit rate and what might be like a reasonable starting point for 27.”
“I just wanted to start off maybe with, you know, if we could outline some of the AI initiatives that are running through 27. Would you be able to walk us through where each of the initiatives are kind of sitting in their life cycle now and even a contribution capture to date?”
Wells Fargo
Analyst
Transcript header (unverified)
KBR
Engineering & Construction · Industrials
MTW
Farm & Heavy Construction Machinery · Industrials
Engineering & Construction · Industrials
