BOOM
Conglomerates · Industrials
Analyst
ROTH Capital Partners
Equibles does not estimate personal net worth.
Jerry Sweeney is recorded as Analyst at ROTH Capital Partners. Jerry Sweeney has spoken on 17 earnings calls across 10 companies, most recently for Lakeland Industries Inc on September 9, 2026. Those appearances were for DMC Global Inc. (BOOM), Arq, Inc. (ARQ), Lakeland Industries Inc (LAKE), Allient Inc (ALNT), Mission Produce, Inc. (AVO) and 5 other companies. The companies whose calls Jerry Sweeney spoke on are classified in the Industrials, Consumer Cyclical, Technology and Consumer Defensive sectors.
“Obviously, I think there were some, maybe some one-time items in our line. some expedited phrase, frame that out a little bit to what should SG&A or operating expense be running at and what is truly one-time and what maybe needs to be leveraged through some revenue expansion, i.e., like the ISP stuff.”
“A confirmation tone will indicate your line is in the question queue.”
“I just wanted to make sure that that number fell into some of the equation that we discussed in the past. Switching over to PAC, the PAC for PFAS, is there any uniqueness to the product in terms of manufacturing or additives that allow it to go after the PFAS market?”
“One more question, actually two more questions on data center work. Wondering if there's an opportunity to expand into some adjacencies around the work that you have now or opportunity or works that you have now.”
“On Q1 earnings, you did discuss some supply chain constraints that hampered the short-cycle business. And obviously, we saw some improvement in 2Q. Did you recapture all the lost business, or is there still some more opportunity there to go as we look out for the rest of the year and forward?”
ROTH Capital Partners
Analyst
Transcript header (unverified)
BOOM
Conglomerates · Industrials
ARQ
Pollution & Treatment Controls · Industrials
Apparel Manufacturing · Consumer Cyclical
ALNT
Electronic Components · Technology
Food Distribution · Consumer Defensive
RMIX
Building Materials · Basic Materials
SHIM
Engineering & Construction · Industrials
Building Products & Equipment · Industrials
LMNR
Farm Products · Consumer Defensive