Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Louis Raffetto is recorded as Analyst at Wolfe Research. Louis Raffetto has spoken on 8 earnings calls across 4 companies, most recently for Embraer S.A. on August 10, 2026. Those appearances were for Woodward, Inc. (WWD), Vse Corp (VSEC), Embraer S.A. (EMBJ) and Heico Corp (HEI). The companies whose calls Louis Raffetto spoke on are classified in the Industrials sector.
“You just actually answered the question I had whether that $6 million was the tariff refund or not. It seems like it is. So just to be clear, the $12 million that you still have indirect, so basically expect $6 million in the back half and primarily in services.”
“Any thoughts on the achievability of the earn-out this year and if that view has changed?”
“So, Bill, I know you talked about or Chip maybe even talked about the fixed cost of Georgetown and industrial, but obviously backing out the Chinon Highway, that 21% margin in industrial is impressive.”
“Maybe, Bill, just on the China On Highway, I know you said $30 million of sales in 3Q. Should we expect to see similar levels of profitability that we saw in the last two quarters?”
“You covered pretty much everything, so maybe just a couple cleanup questions. Adam, do you have the organic growth for MRO and distribution in the fourth quarter, or are they both pretty much around that 12%.”
Wolfe Research
Analyst
Transcript header (unverified)
WWD
Aerospace & Defense · Industrials
VSEC
Aerospace & Defense · Industrials
EMBJ
Aerospace & Defense · Industrials
HEI
Aerospace & Defense · Industrials
