April 9, 2025   

5 Big Questions: Wall Street Analyst, Tim Wojs

Tim Wojs, Senior Research Analyst at Baird, shares insights into Acuity, Inc. and broader building materials markets

 

In this interview, Tim Wojs, Senior Research Analyst at Robert W. Baird & Co., discusses how he and his team assess the health and trajectory of publicly traded companies in the construction and building products sector — including major players in lighting.

Wojs outlines how macroeconomic factors like tariffs and interest rates influence both sector performance and individual stock prices. He also shares his take on Acuity's recent acquisition of QSC, and how this may signal a strategic shift. With many years of sector experience under his belt, Wojs offers a unique lens on the intersection of Wall Street and the lighting world.

 

Hear it straight from Tim Wojs, CFA and Senior Research Analyst at Robert W. Baird & Co.:
  • 1. What are Wojs’ responsibilities as a sell-side analyst, and how does Baird follow lighting industry and related markets? (01:14)
  • 1A.   How does Wojs collect broader industry perspectives outside of Acuity's earnings releases? (03:28)
  • 2. What indicators beyond revenue and profit are most important when evaluating a company like Acuity? (04:48)
  • 3. How did Acuity’s most recent earnings performance on April 3 compare with expectations? (07:00)
  • 4. How might immediate price increases due to tariffs affect markets and demand? (09:20)
  • 5. What is the strategic significance of Acuity’s acquisition of QSC, and is the company still "a lighting company"? (11:10)

 

Learn More: Robert W. Baird & Co. »

 

DISCLOSURE:  Robert W. Baird & Co. Incorporated (“Baird”) and/or its affiliates expect to receive or intend to seek investment-banking related compensation from the company or companies mentioned in this report within the next three months.  Learn more »

 

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