Building Products & Equipment · Industrials
Rafe Jadrosich
Analyst
Bank of America
Equibles does not estimate personal net worth.
About Rafe Jadrosich
Rafe Jadrosich is recorded as Analyst at Bank of America. Rafe Jadrosich has spoken on 19 earnings calls across 13 companies, most recently for Owens Corning on November 4, 2026. Those appearances were for Owens Corning (OC), Hayward Holdings, Inc. (HAYW), Masco Corp (MAS), Taylor Morrison Home Corp, Armstrong World Industries Inc (AWI) and 8 other companies. The companies whose calls Rafe Jadrosich spoke on are classified in the Industrials and Consumer Cyclical sectors.
Rafe Jadrosich on recent calls
“Can you just talk a little bit about your performance versus ARMA? I think you underperformed ARMA by a little bit in the third quarter.”
“You gave some helpful caller on sort of fiscal 27 with your backlog up and better build cycles. On the community count, you're flattish this year. As you look at your current pipeline, can you give us some help on what we should expect for next year?”
“First, can you just talk about the impact from Buffington in the quarter and what's expected in the fiscal fourth quarter? I think you had some communities that opened.”
“I just wanted to give you a chance to, if you have any response to sort of the Carlisle headlines that are out there. And maybe, Brian, can you talk about how you think about the valuation today versus like the long-term opportunity?”
“Can you just clarify, the comments on the third quarter gross margin was around mid-37s. Is that adjusted or gap? adjustments it's just okay and then is when we look at the um you sort of called out some one time headwinds for the second quarter gross margin and the exit rate has improved um and then you raise the the…”
Affiliation history
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Bank of America
Analyst
Source not stated
Current
Company network
Electrical Equipment & Parts · Industrials
MAS
Building Products & Equipment · Industrials
Taylor Morrison Home Corp
Residential Construction · Consumer Cyclical
Building Products & Equipment · Industrials
KBH
Residential Construction · Consumer Cyclical
Residential Construction · Consumer Cyclical
TREX
Building Products & Equipment · Industrials
Residential Construction · Consumer Cyclical
DHI
Residential Construction · Consumer Cyclical
Building Products & Equipment · Industrials
PHM
Residential Construction · Consumer Cyclical
Furnishings, Fixtures & Appliances · Consumer Cyclical
Recent activity
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Earnings call
Taylor Morrison Home Corp Q1 FY2026 Earnings Call
Taylor Morrison Home Corp
Show 7 earlier activities
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Earnings call
Taylor Morrison Home Corp Q4 FY2025 Earnings Call
Taylor Morrison Home Corp
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