Steve Barger

Coverage

Companies whose earnings calls Steve Barger asked questions on (from Lician's transcripts).

• KMTKENNAMETAL INC
• PLXSPLEXUS CORP

Questions on earnings calls

1. KMT earnings call · KENNAMETAL INCNov 4, 2026 · 1 question
   • 46:22

     “Bye, Steve. Sanjay, I get why people are really price sensitive right now and why they'd switch if you got ahead on price, and presumably you can fix that, but what are the other opportunities you're talking about? Are you going to introduce your own steel products, or are you…”

2. PLXS earnings call · PLEXUS CORPOct 29, 2026 · 2 questions
   • 30:58

     “Your line is open. Please go ahead. Hi, thanks. Good morning. I wanted to start with free cash flow. You expect $100 million in FY27 despite raising revenue to the upper, mid to upper teens. If demand exceeds that outlook again, does free cash flow necessarily decline because of…”

   • 43:45

     “Just wanted to ask about the top 10 customers. I think that increased from 49% in fiscal 25 to 56% in fiscal 4Q26. And I get it. Like you're seeing some really significant ramps from large programs. But when you look at the funnel, are you becoming structurally more concentrated…”

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

KeyBanc Capital Markets rating actions on these stocks

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