GRMN
Scientific & Technical Instruments · Technology
Analyst
Longbow Research
Equibles does not estimate personal net worth.
Joe Nolan is recorded as Analyst at Longbow Research. Joe Nolan has spoken on 14 earnings calls across 10 companies, most recently for Masco Corp on July 29, 2026. Those appearances were for Garmin Ltd (GRMN), Carlisle Companies Inc (CSL), Polaris Inc. (PII), Masco Corp (MAS), Smith A O Corp (AOS) and 5 other companies. The companies whose calls Joe Nolan spoke on are classified in the Technology, Industrials and Consumer Cyclical sectors.
“First, I just wanted to ask about international sales with those up 4% in plumbing. Could you just talk about what you're seeing in some of your international markets?”
“I just wanted to ask, follow up on the cost there. You talked about memory chips briefly. You guys obviously put up a strong margin performance in 2Q, but can you just talk about how to think about price cost as we move into the second half?”
“I just wanted to focus on the margin and price cost outlook over the remainder of the year. So just in the second quarter, you'll be feeling the impact of higher steel and freight costs, but it sounds like you're not expecting to get price benefit until 3Q.”
“I was just wondering with the – hey, guys. With the bottlenecking investments and other investments you've made in the Ditch Witch business, just can you talk about how much improvement you're seeing on margins today in that business and how much more improvement we could see in 2026?”
“You guys talk about being focused on paying down debt after selling the aerospace fastener business, but can you just talk about plans to invest in growth in the Craftsman and Stanley brands and just how you expect to see share gains there and margin improvement in these brands in 2026 and just along with that if we…”
Longbow Research
Analyst
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GRMN
Scientific & Technical Instruments · Technology
Building Products & Equipment · Industrials
PII
Recreational Vehicles · Consumer Cyclical
MAS
Building Products & Equipment · Industrials
AOS
Specialty Industrial Machinery · Industrials
TTC
Tools & Accessories · Industrials
TWIN
Specialty Industrial Machinery · Industrials
HZO
Specialty Retail · Consumer Cyclical
ALLE
Security & Protection Services · Industrials