Analyst
William Blair
Equibles does not estimate personal net worth.
Sam Carlevan is recorded as Analyst at William Blair. Sam Carlevan has spoken on 4 earnings calls across 2 companies, most recently for Enerpac Tool Group Corp on March 26, 2026. Those appearances were for Enerpac Tool Group Corp (EPAC) and Mayville Engineering Company, Inc. (MEC). The companies whose calls Sam Carlevan spoke on are classified in the Industrials sector.
“I guess starting on the HLT business, I'm curious specifically, have you seen any project slowdowns as a result of the macroeconomic uncertainty over the past month or so?”
“I guess maybe starting with Rochelle, can you help us parse out some of the moving pieces within the EPID guidance? I mean, how should we build to just an $8 million year-over-year step-up, considering 2026 includes a full year of ACUFAB and an incremental $40 to $50 million of margin accretive cross-selling?”
“So you provided a gross annualized tariff impact of $18 million, but is there any way to frame what the net impact of tariffs is expected to be in the fourth quarter and fiscal 2026?”
“I want to touch on your margin guidance for 2025. I know you'd plan to use your plant shutdowns in the fourth quarter as an opportunity to execute on some additional MBX initiatives.”
William Blair
Analyst
Transcript header (unverified)
Specialty Industrial Machinery · Industrials
