Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Stefan Diaz is recorded as Analyst at Morgan Stanley. Stefan Diaz has spoken on 6 earnings calls across 4 companies, most recently for DONALDSON Co INC on August 26, 2026. Those appearances were for DONALDSON Co INC (DCI), Lincoln Electric Holdings Inc (LECO), Crown Holdings, Inc. (CCK) and BALL Corp (BALL). The companies whose calls Stefan Diaz spoke on are classified in the Industrials and Consumer Cyclical sectors.
“Obviously, there's some seasonality here in 4Q. The margins were a healthy, you know, 17.5%. As we look to, you know, fiscal 2027, is there any underlying operational headwinds we should be aware of, you know, given the midpoint of the guide is, you know, closer to 70%.”
“Maybe just to begin, for the investments in Brazil, Greece, and Spain, I guess how is that ramp going so far? And then as we think about 2026, you know, what type of volume pull-through should we expect from these investments?”
“Please proceed with your question on hi Dan congrats on the promotions and you know looking forward to working together can you please talk to the year-to-date trends across all regions and then maybe specifically in in North America has the winter storm at all helped some of the volumes here early in the year fun…”
“I was wondering if you could just speak to your America's margin performance for the quarter. I know in the slides you mentioned, you know, impact of lower volumes and acquisitions and then, you know, also that corporate reallocation.”
Morgan Stanley
Analyst
Transcript header (unverified)
DCI
Specialty Industrial Machinery · Industrials
Packaging & Containers · Consumer Cyclical
BALL
Packaging & Containers · Consumer Cyclical
