Analyst
Piper Sandler
Equibles does not estimate personal net worth.
Kashy Harrison is recorded as Analyst at Piper Sandler. Kashy Harrison has spoken on 8 earnings calls across 3 companies, most recently for Shoals Technologies Group, Inc. on May 6, 2025. Those appearances were for Generac Holdings Inc. (GNRC), Shoals Technologies Group, Inc. (SHLS) and First Solar, Inc. (FSLR). The companies whose calls Kashy Harrison spoke on are classified in the Industrials and Technology sectors.
“So apologies again if you've already addressed this on the call, but just one quick one for me. Coming into 4Q earnings, I think you flagged you had about 10 to 20% of revenues in book and ship.”
“And so was that all entirely project delay driven? Was that customer reallocating focus to other sectors? Was there something in the type of projects that were folks?”
“Can you just give us a sense of the revenue gap between sales into the channel and sales out of the channel? Are you underselling this year by $100 million, $200 million, $300 million?”
“There's a lot of uncertainty in the market from a banking and financing perspective. Can you give a sense of how the uncertain financing environment is impacting operations for your dealer and channel partners?”
Piper Sandler
Analyst
Source not stated
Specialty Industrial Machinery · Industrials
FSLR
Solar · Technology
