Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Nigel Cole is recorded as Analyst at Wolfe Research. Nigel Cole has spoken on 5 earnings calls across 4 companies, most recently for Vontier Corp on November 5, 2026. Those appearances were for Fortive Corp (FTV), Vontier Corp (VNT), CARRIER GLOBAL Corp (CARR) and Hayward Holdings, Inc. (HAYW). The companies whose calls Nigel Cole spoke on are classified in the Technology and Industrials sectors.
“Obviously, the margins, the organic growth is good, but the margins are the real highlight. I'm assuming you talked about the $20 million. Any temporary costs, you know, measures that were taken that might kind of reverse in, you know, going forwards?”
“Just on the 2Q plan, just want to make sure we think about this correctly. You mentioned 2Q, 3Q, UPS, roughly similar to 1Q. Normally we see 2Q stepping up from 1Q, but we have the selling days impact.”
“I did want to maybe Patrick dig a little bit deeper into the 1Q, you know, sort of mix. And can you maybe talk about, you know, the CFA margins? And it looks to me, if I just eyeball the numbers, It looks like maybe close to 10%, maybe low-digit margins in CSA.”
“Maybe just a quick same question, different flavor. Based on your comments, Mark, about, you know, quote-unquote normal seasonality, it feels like you should be within the range in pretty much every quarter, 2%, 3%, including the first quarter, with 2Q probably your best quarter given ET comp.”
“Just want to follow up on Jeff's question on this repair dynamic, because it's something that Pentair called out as well. How long has this been sort of developing?”
Wolfe Research
Analyst
Transcript header (unverified)
FTV
Scientific & Technical Instruments · Technology
VNT
Scientific & Technical Instruments · Technology
CARR
Building Products & Equipment · Industrials
Electrical Equipment & Parts · Industrials
