Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Alex Preston
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 4questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 11 of 11 questions from 4 companies
LUNRIntuitive Machines, Inc.7 questions · 4 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
is there appetite to get involved more on the payloads and really come to market as an end-to-end supplier?
Show response
Altemus said IM will emerge as a prime, integrating BUS, sensors, comms and analytics into data products, while still subbing to L3 on Golden Dome BUSes; direct.
Calendar 2026 Q1
Where else are you seeing opportunities for M&A? Is it still sort of bringing in key systems more vertically?
Show response
Altemus said M&A continues opportunistically per the February 2025 plan, weighing orbital-data-center partnerships and strategic financing; partial.
I'm curious if or where you might see synergies on future contract awards
Show response
Altemus said Goonhilly anchors the ground segment (NSNS 10 years, $4.8 billion) with about $14 million annual revenue today but large growth potential; direct.
Calendar 2025 Q3
Does that commercial portion include something like the work they do for L3 on the tracking layer?
Show response
Steve clarified the split is by end market: commercial is GEO communications on the 1,300 series, while the tracking layer counts as national security.
What's your comfort level given Lanteris' cash generation? Or would you maybe look for incremental financing?
Show response
Steve said IM has enough balance-sheet capital to fund operations even with the combination, and Pete added they stay opportunistic on further M&A that could drive cash needs.
Calendar 2025 Q2
I was wondering what's driving the pushout on the IM-2 success payments.
Show response
Pete attributed the IM-2 success-payment delay to NASA contract negotiations crossing the quarter boundary, with ~$6M now expected in Q3.
if you could talk a little bit more about your strategic investment for vertically integrating on NSNS
Show response
Steve cited supply-chain constraints on cislunar-capable buses and ~$100M of NSNS satellites over 4-5 years as the rationale for building in-house.
GRMNGarmin2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
talk a little about the demand that you're seeing across end markets
Show response
Cliff said business aviation remains strong with OEMs holding record backlogs and no excess-capacity issue, while the aftermarket has stayed resilient despite near-term fuel-price bumps.
any changes to what you're thinking going forward into the second half, maybe into 2027, on those demand drivers
Show response
Cliff indicated no change to the aviation demand outlook into the second half and 2027, expecting conditions to continue moving as they have been.
TDGTransDigm Group1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I'm curious if you could maybe comment on your view on the OE ramps into 4Q and fiscal '27?
Show response
Patrick expressed optimism on Boeing and Airbus build-rate ramps into Q4 and fiscal 2027 and described the supply chain as reasonably solid but still monitored.
TDYTeledyne Technologies1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
It seems like we got some more certainty on rate increases at the '25. Just wondering if there has been any change to your thinking on destocking into '26.
Show response
George responded. No major change to destocking expectations. Commercial aviation only ~5% of total, only ~1/3 OEM (only portion from Boeing). Not a material driver.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| LUNR Intuitive Machines, Inc. | 7 | 0%none of 7 questions |
| GRMN Garmin | 2 | —Rate withheld: fewer than 3 questions |
| TDG TransDigm Group | 1 | —Rate withheld: fewer than 3 questions |
| TDY Teledyne Technologies | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 4 | 0%none of 4 questions | 3 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Supply Chain3
- Revenue Growth3
- Competitive Dynamics2
- M&A2
- Macroeconomic1
- Capital Allocation1
- Capex Investment1