Analyst
Evercore
Equibles does not estimate personal net worth.
Stephen Kim is recorded as Analyst at Evercore. Stephen Kim has spoken on 7 earnings calls across 6 companies, most recently for Mohawk Industries Inc on October 30, 2026. Those appearances were for Mohawk Industries Inc (MHK), Toll Brothers, Inc. (TOL), Masco Corp (MAS), Horton D R Inc (DHI), Tri Pointe Homes, Inc. and 1 other company. The companies whose calls Stephen Kim spoke on are classified in the Consumer Cyclical and Industrials sectors.
“I'm going to follow up on that leverage question that Mike was just asking about. I'm curious about the two times. Is that a firm ceiling or not? How long would you be willing to stay above that level in the event of an M&A transaction that took you above that?”
“I guess my first question relates to your land supply. Your owned lot count has continued its steady decline on a year-over-year basis, even as your community count has continued to grow.”
“I was asking whether the strategy would you have made— It's Rick.”
“Yeah, thanks very much, guys. impressive results in what I consider to be a pretty tough environment, but that's kind of related to my first question.”
“I think I heard you say in flooring rest of world that inputs were a positive, even though I think for the company as a whole, it was, you know, a headwind of, I think you said, $38 million.”
Evercore
Analyst
Source not stated
Furnishings, Fixtures & Appliances · Consumer Cyclical
Residential Construction · Consumer Cyclical
MAS
Building Products & Equipment · Industrials
DHI
Residential Construction · Consumer Cyclical
Tri Pointe Homes, Inc.
Residential Construction · Consumer Cyclical
PHM
Residential Construction · Consumer Cyclical
Tri Pointe Homes, Inc. Q3 FY2025 Earnings Call
Tri Pointe Homes, Inc.
