Analyst
Evercore ISI
Equibles does not estimate personal net worth.
David Razzo is recorded as Analyst at Evercore ISI. David Razzo has spoken on 4 earnings calls across 3 companies, most recently for Gates Industrial Corp Ltd. on July 31, 2026. Those appearances were for Gates Industrial Corp Ltd. (GTES), Terex Corp (TEX) and CNH Industrial N.V. (CNH). The companies whose calls David Razzo spoke on are classified in the Industrials sector.
“My question is related to margins between the segments and auto replacement. By the fourth quarter, do we expect FP margins to surpass PT? And then on the auto replacement, the growth has been pretty impressive.”
“I appreciate the January month when you did not own it. There was less shipments, and you sort of got the benefit that they shipped later in the quarter when you did own it.”
“Apologies that I missed it, but the price cost for, I thought the second quarter ag price cost was impressive. The full year, what are you expecting price cost?”
“Yeah, I just wanted to let you expand a little bit upon the comment, you know, as our balance sheet continues to improve, it'll help widen our capital deployment aperture the next few I'm just curious to get a little more color on how do you think about sort of what level of financial leverage?”
Evercore ISI
Analyst
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Specialty Industrial Machinery · Industrials
TEX
Farm & Heavy Construction Machinery · Industrials
Farm & Heavy Construction Machinery · Industrials
