Analyst
Stevens
Equibles does not estimate personal net worth.
Tommy Mall is recorded as Analyst at Stevens. Tommy Mall has spoken on 6 earnings calls across 5 companies, most recently for Wesco International Inc on October 29, 2026. Those appearances were for Generac Holdings Inc. (GNRC), Wesco International Inc (WCC), Digi International Inc (DGII), Esco Technologies Inc (ESE) and Dxp Enterprises Inc (DXPE). The companies whose calls Tommy Mall spoke on are classified in the Industrials and Technology sectors.
“John, I want to push a little bit on the comment you made regarding 2027 sales. If we just look at the acceleration in the non-data center business, which you've highlighted a couple times was a seven in the most recent quarter.”
“Aaron, you mentioned a pathway to potentially double the CNI revenue line in 2027. Devin, if we just use the 4Q revenue as our base, what can you tell us about the sequential uplift from there?”
“A question for you on the sales funnel and the days to win, which is an important KPI I know you monitor. Sure. You've exceeded expectations this quarter and have guided revenues up sequentially.”
“Aaron, you referenced the $600 million non-binding notice to proceed, which was also discussed at the investor day. I'm just curious if you can share anything about how the product testing and pilots are going there.”
“Ryan, my first question is on the A and D orders. To the extent you can comment on ship set content on either side of the Atlantic, if there's any updates there, we'd appreciate it.”
Stevens
Analyst
Transcript header (unverified)
Specialty Industrial Machinery · Industrials
Industrial Distribution · Industrials
Communication Equipment · Technology
Scientific & Technical Instruments · Technology
DXPE
Industrial Distribution · Industrials
