WSO
Industrial Distribution · Industrials
Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Patrick Baumann is recorded as Analyst at J.P. Morgan. Patrick Baumann has spoken on 8 earnings calls across 7 companies, most recently for Johnson Controls International plc on May 6, 2026. Those appearances were for Watsco Inc (WSO), Johnson Controls International plc (JCI), Wesco International Inc (WCC), Lennox International Inc (LII), PENTAIR plc (PNR) and 2 other companies. The companies whose calls Patrick Baumann spoke on are classified in the Industrials sector.
“I had one on the EMEA margin trajectory. It looks like second quarter was a really good result there.”
“Rick, I had one quickly, well, maybe not quickly, I don't know, it's up to you, on digital transformation. So it seems like those costs are stepping up here in the first quarter in terms of what's outside the P&L. So I guess a couple of questions here.”
“I maybe just wanted to tie the inventory being normal comment with the growth that we're seeing on the balance sheet year over year. I know some of that's acquisitions.”
“I had a quick question on your assumptions related to sell-through for the pool markets this year. What is embedded in kind of your new guide of of 1% to 3% for the segment for industry sell-through.”
“I know it's early in the season, but wondering if you guys have a view on what do you think unit sell-through will be this year?”
J.P. Morgan
Analyst
Source not stated
WSO
Industrial Distribution · Industrials
Building Products & Equipment · Industrials
Industrial Distribution · Industrials
Building Products & Equipment · Industrials
PNR
Specialty Industrial Machinery · Industrials
FAST
Industrial Distribution · Industrials
Industrial Distribution · Industrials