Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Tom Osano is recorded as Analyst at J.P. Morgan. Tom Osano has spoken on 6 earnings calls across 6 companies, most recently for Allient Inc on November 5, 2026. Those appearances were for Allient Inc (ALNT), Orion Group Holdings Inc (ORN), Alliance Laundry Holdings Inc. (ALH), Helios Technologies, Inc. (HLIO), Limbach Holdings, Inc. (LMB) and 1 other company. The companies whose calls Tom Osano spoke on are classified in the Technology, Industrials and Consumer Cyclical sectors.
“Maybe on some investment and priorities into 2027, with a backlog at the record high level, how are you planning capacities and resource allocations, capital investment into already 2027?”
“Maybe first on bookings and backlog, you ended the quarter with about $645 million of a backlog, and if you look at new hours relative to revenue, book-to-build was around 0.7 times in the quarter.”
“If you could talk about the international business, especially the primary drivers for margin pressures, geographic mix and cost and investment ramp and stuffing and pricing, if you give us more color in what happened in 2Q and how should we think about the back app?”
“I'd like to ask about the gross margin has expanded for fourth consecutive quarters. How should we think about sustainability and if you decompose mixed productivity and footprint actions in back half and then some color for the components into a 2027, please?”
“Could you talk about industrial manufacturing situations? You mentioned you're seeing meaningful momentum start in April. So if you could talk about what exactly you are seeing and any more color would be appreciated.”
J.P. Morgan
Analyst
Transcript header (unverified)
ALNT
Electronic Components · Technology
Engineering & Construction · Industrials
Furnishings, Fixtures & Appliances · Consumer Cyclical
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
Specialty Industrial Machinery · Industrials
