Analyst
KeyBanc Capital Markets
Equibles does not estimate personal net worth.
Steve Barger is recorded as Analyst at KeyBanc Capital Markets. Steve Barger has spoken on 18 earnings calls across 12 companies, most recently for Kennametal Inc on August 5, 2026. Those appearances were for Kennametal Inc (KMT), Advanced Energy Industries Inc (AEIS), RBC Bearings INC (RBC), Terex Corp (TEX), Amkor Technology, Inc. (AMKR) and 7 other companies. The companies whose calls Steve Barger spoke on are classified in the Industrials and Technology sectors.
“But, I mean, so you have enough material for everybody, but you didn't sell to everybody because you want to drive those returns.”
“Lucian, the stock's been selling off on a guidance increase, and as some of the questions have alluded to, maybe the back half guide looks conservative for conditions.”
“And are those starting to extend to the broader architecture around rack and cluster designs? Or just where do most of your products sit? And do you have opportunities to expand that?”
“Mike, backlog was flat sequentially for the first time in a while, which was kind of surprising to me. I think some missile rearmament programs would be coming in.”
“As the quarter progressed, I was hearing some more investor concerns about municipal spending. What is the muni-facing sales force telling you about funding and demand visibility for the back half and into next year?”
KeyBanc Capital Markets
Analyst
Transcript header (unverified)
KMT
Tools & Accessories · Industrials
Electrical Equipment & Parts · Industrials
RBC
Tools & Accessories · Industrials
TEX
Farm & Heavy Construction Machinery · Industrials
Semiconductor Equipment & Materials · Technology
TKR
Tools & Accessories · Industrials
FLEX
Electronic Components · Technology
OSK
Farm & Heavy Construction Machinery · Industrials
AME
Specialty Industrial Machinery · Industrials
PLXS
Electronic Components · Technology
