PHM
Residential Construction · Consumer Cyclical
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Sam Reed is recorded as Analyst at Wells Fargo. Sam Reed has spoken on 24 earnings calls and 1 other investor event across 14 companies, most recently for Core & Main, Inc. on September 9, 2026. Those appearances were for Pultegroup Inc (PHM), Masco Corp (MAS), Core & Main, Inc. (CNM), Smith Douglas Homes Corp. (SDHC), Owens Corning (OC) and 9 other companies. The companies whose calls Sam Reed spoke on are classified in the Consumer Cyclical, Industrials, Real Estate and Basic Materials sectors.
“I wanted to dig a little bit deeper into RESI. You mentioned on the call that the comps obviously get easier in the second half, which is great. Can you just decompose a little bit more what you're embedding specifically in the second half for RESI relative to the high single-digit decline in the second quarter?”
“I'm going to start with more of an industry question here. We heard from one of the big OEMs yesterday on the inflation side that they're bringing a plant back online in the fourth quarter.”
“I've heard in the prepared remarks some comments on broader placement and perhaps some new geographies, And I believe that was specific to the roofing category.”
“I wanted to circle back on guidance here and drill down a little bit on the fourth quarter. So when you look at the implied Q4 EBITDA range, it does imply a fairly wide spectrum of outcomes.”
Wells Fargo
Analyst
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PHM
Residential Construction · Consumer Cyclical
MAS
Building Products & Equipment · Industrials
Industrial Distribution · Industrials
Real Estate - Development · Real Estate
Building Products & Equipment · Industrials
Residential Construction · Consumer Cyclical
Furnishings, Fixtures & Appliances · Consumer Cyclical
Residential Construction · Consumer Cyclical
Building Products & Equipment · Industrials
POOL
Industrial Distribution · Industrials
DHI
Residential Construction · Consumer Cyclical
Lumber & Wood Production · Basic Materials
KBH
Residential Construction · Consumer Cyclical
Specialty Industrial Machinery · Industrials