Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Mark Delaney is recorded as Analyst at Goldman Sachs. Mark Delaney has spoken on 93 earnings calls and 5 other investor events across 24 companies, most recently for Gentex Corp on October 23, 2026. Those appearances were for Vertiv Holdings Co (VRT), Keysight Technologies, Inc. (KEYS), Sensata Technologies Holding plc (ST), Amphenol Corp (APH), Visteon Corp (VC) and 19 other companies. The companies whose calls Mark Delaney spoke on are classified in the Industrials, Technology and Consumer Cyclical sectors.
“Another one, if I could please, around the scope of the cost challenges. I think the electronics and semiconductor buy from Gentex has been running at least previously at about an $800 million annualized level.”
“I guess maybe first to level set a bit on the 2026 top line outlook, the company raised the midpoint by 25 million. I think there's higher pass-throughs now assumed, but you also have mentioned some softening, I believe, in the underlying business.”
“I understand the change in the cost environment that GM has seen heading into 2027.”
“Thank you very much for taking my questions, and I appreciate all the details in the presentation For either Mike or Matt, I'm hoping you can share more on what you're hearing from your conversations with customers and government officials and how potential regulations could impact both data center infrastructure and…”
“You both mentioned you're developing your autonomous trucks as platforms and would consider other technology partners or maybe already are in some instances. Can you just talk a little bit more around your experiences specifically with Aurora and how you see Aurora relative to some of the other competitors?”
Goldman Sachs
Analyst
Source not stated
Electrical Equipment & Parts · Industrials
Scientific & Technical Instruments · Technology
APH
Electronic Components · Technology
Scientific & Technical Instruments · Technology
VC
Auto Parts · Consumer Cyclical
FLEX
Electronic Components · Technology
APTV
Auto Parts · Consumer Cyclical
Specialty Retail · Consumer Cyclical
GNTX
Auto Parts · Consumer Cyclical
Auto Manufacturers · Consumer Cyclical
Auto Manufacturers · Consumer Cyclical
BDC
Communication Equipment · Technology
SYM
Specialty Industrial Machinery · Industrials
Auto Manufacturers · Consumer Cyclical
MBLY
Auto Parts · Consumer Cyclical
JBL
Electronic Components · Technology
CRNC
Software - Application · Technology
BWA
Auto Parts · Consumer Cyclical
LEA
Auto Parts · Consumer Cyclical
