John Windham
Analyst
UBS
Equibles does not estimate personal net worth.
About John Windham
John Windham is recorded as Analyst at UBS. John Windham has spoken on 11 earnings calls across 10 companies, most recently for SOLV Energy, Inc. on August 13, 2026. Those appearances were for SOLV Energy, Inc. (MWH), Stem, Inc. (STEM), Ormat Technologies, Inc. (ORA), HA Sustainable Infrastructure Capital, Inc. (HASI), Generac Holdings Inc. (GNRC) and 5 other companies. The companies whose calls John Windham spoke on are classified in the Utilities, Financial Services, Industrials and Technology sectors.
John Windham on recent calls
“Maybe just a quick housekeeping one from me. I see the tax receivable agreement, remeasurement, and the adjusted EBITDA. There's also a lot of moving parts in the cash flow statement with the IPO earlier this year.”
“That's perfect because it will lead to my next question, which is kind of a bigger picture question.”
“Maybe a couple quick things I want to dig into, and first, unfortunately, is weather, but you mentioned it before. I'm just trying to think through, or if you have any color, on potential impacts on the third quarter generation due to the heat dome in the west.”
“First of all, congratulations on the results. It's been an impressive 10-year plus track record of you guys dealing with interest rate volatility and delivering consistent earnings, so I appreciate that.”
“Appreciate taking the questions and great results. Rightfully so, there's been a lot of focus on the data center side of the business, but I was wondering if you could just comment a little bit about where you think the residential side of the business can go.”
Affiliation history
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UBS
Analyst
Transcript header (unverified)
Current
Company network
STEM
Utilities - Renewable · Utilities
Asset Management · Financial Services
Specialty Industrial Machinery · Industrials
FLNC
Utilities - Renewable · Utilities
Specialty Industrial Machinery · Industrials
FTCI
Solar · Technology
NXT
Solar · Technology