LicianPro

Chad Dillard

Equity research analyst · Bernstein

Earnings calls

2

Nov 12, 2026 – Nov 12, 2026

Stocks asked about

2

Questions

2

Firm rating actions

0

on these stocks, from news

Coverage

Companies whose earnings calls Chad Dillard asked questions on (from Lician's transcripts).

Questions on earnings calls

    • 47:29
      “So question for you on some of your recent Hyperscaler and AI Lab awards. So what are you winning on? Is it on discrete components? Is it on some of your modular, you know, powertrain solutions? And I'm just curious, I mean, how long between like each of the critical milestones?…”
  1. LGN earnings call · Legence Corp.Nov 12, 2026 · 1 question
    • 53:22
      “Morning. So a question for you on the order book. Maybe if you can narrow it down into the data center portion. So can you talk about just your mix of customers between Hyperscaler versus Colo versus NeoCloud developer? And if you can, how much of the business is in Texas? Yeah…”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

Bernstein rating actions on these stocks

From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Chad Dillard. We do not use licensed rating databases.

No rating action by Bernstein on these stocks in the headlines we store yet.