Analyst
DA Davidson & Co.
Equibles does not estimate personal net worth.
Michael Allen Baker is recorded as Analyst at DA Davidson & Co.. Michael Allen Baker has spoken on 3 earnings calls and 1 other investor event across 3 companies, most recently for Holley Inc. on August 5, 2026. Those appearances were for Wd 40 Co (WDFC), Holley Inc. (HLLY) and Carvana Co. (CVNA). The companies whose calls Michael Allen Baker spoke on are classified in the Basic Materials and Consumer Cyclical sectors.
“I wanted to start by asking you about slide 12. Some of the numbers have changed since the last quarter. For instance, the annualized impact is now $12 million net cash versus $15 million. before.”
“So I guess just to follow up on that question, can you just talk about the fourth quarter outlook as sort of implied guidance, if you will?”
“So I guess just to follow up on that question, can you just talk about the fourth quarter outlook as sort of implied guidance, if you will?”
“Can I ask you about the guidance for the back half of the year? It implies about, at the midpoint, 30% EBITDA growth, so obviously a little bit of a slowdown from the first half.”
DA Davidson & Co.
Analyst
Transcript header (unverified)
WDFC
Specialty Chemicals · Basic Materials
HLLY
Auto Parts · Consumer Cyclical
CVNA
Auto & Truck Dealerships · Consumer Cyclical
