Analyst
UBS
Equibles does not estimate personal net worth.
Joseph Speck is recorded as Analyst at UBS. Joseph Speck has spoken on 4 earnings calls across 2 companies, most recently for Borgwarner Inc on October 29, 2026. Those appearances were for Gentex Corp (GNTX) and Borgwarner Inc (BWA). The companies whose calls Joseph Speck spoke on are classified in the Consumer Cyclical sector.
“I guess I wanted to maybe pick up a little bit there, and really not on 27 specifically, but just over the midterm, Because, you know, you used to really talk about how you've immunized the portfolio against powertrain a lot.”
“John, just maybe a couple of questions here. To start, the $38 million IEPA benefit you mentioned, I know you took 18 that helped gross margin this quarter. So the 20 that went to the balance sheet, do you have that coming through gross margin in the back half of the year in your updated gross margin guidance?”
“Steve, I actually wanted to pick up right where you left off. You mentioned this interest in becoming a strategic high-volume electronic supplier. Can you give us some indication about how substantive the customer interest is?”
“First, just on Vox, besides the extra quarter or so, like, are you expecting any growth in that business, like, on an annualized basis?”
UBS
Analyst
Transcript header (unverified)
GNTX
Auto Parts · Consumer Cyclical
BWA
Auto Parts · Consumer Cyclical
