Analyst
Evercore
Equibles does not estimate personal net worth.
Eric Boyce is recorded as Analyst at Evercore. Eric Boyce has spoken on 3 earnings calls across 2 companies, most recently for Azz Inc on July 9, 2026. Those appearances were for Azz Inc (AZZ) and Ppg Industries Inc (PPG). The companies whose calls Eric Boyce spoke on are classified in the Industrials and Basic Materials sectors.
“Please go ahead. good morning and thank you um 765 kv higher voltage transmission is kind of an interesting storyline in tnd i'm just wondering with your kettle size and footprint um how do you see that flowing through to az is that incrementally meaningful and then do we maybe see that in calendar 27 or is that…”
“I appreciate the inter-business mix breakdown as Aero becomes a bigger percentage of the segment. From a profitability and margin standpoint, how would you rank order Aero coatings, transparencies, and sealants?”
“Maybe first, how impactful to pre-coat segment margins might the Washington-Missouri ramp to the 75% exit rate in Fiscal 4QB? And when might we hear about remaining capacity allocation there?”
Evercore
Analyst
Transcript header (unverified)
AZZ
Specialty Business Services · Industrials
Specialty Chemicals · Basic Materials
