Analyst
William Blair
Equibles does not estimate personal net worth.
Noah Levitz is recorded as Analyst at William Blair. Noah Levitz has spoken on 4 earnings calls and 1 other investor event across 3 companies, most recently for Arxis, Inc. on October 29, 2026. Those appearances were for Cardinal Infrastructure Group Inc. (CDNL), Arxis, Inc. (ARXS) and Aar Corp (AIR). The companies whose calls Noah Levitz spoke on are classified in the Industrials sector.
“And to start off, are there any particular component areas that are seeing heavier demand in others, for example, bearings? And then just on that, you noted that Shats is your fourth bearing-related acquisition.”
“Mike, Jeremy, I appreciate that you don't want to, like, exclusively comment on the margins, but assuming a stereotypical platform do multiple, it does imply mid to high 20% margins.”
“My first question, on the call or preparing remarks, you mentioned that you had secured land for the second asphalt plant given that you're about a month and change into having the first one operational um what have you learned so far what are you liking not liking and then what's the ideal timing for plant number two…”
“John, Dylan, and Chris, thanks for taking my questions and Dylan, welcome back to the AAR team. Thanks all.”
“Jeremy, Mike, and Emily, good morning, and congrats on the great results. To start off, I just wanted to confirm fourth quarter revenue and EBITDA seems as if it came in roughly $146 million on the top line with EBITDA of $26 million.”
William Blair
Analyst
Transcript header (unverified)
Engineering & Construction · Industrials
ARXS
Aerospace & Defense · Industrials
AIR
Aerospace & Defense · Industrials
