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Analyst
Alexander Virgo
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 14%2 of 14 questions
- Companies
- 8questioned at least once
- Reporting periods
- 3with 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 14 of 14 questions from 8 companies
ALLEAllegion3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
I wondered if you could talk a little bit about Europe and the evolution of demand there.
Show response
Stone attributed European weakness to worsening German GDP where Allegion is overweight, and said Southern Europe mechanical businesses are holding to expectations.
Calendar 2026 Q1
Just what was it that surprised you? What was it that went wrong?
Show response
John attributed to workforce adjustment to new workflows after 25-30 years on highly customized legacy system. Production rates improving into Q2. More implementations planned but no repeat expected.
Are you happy that you can get what you need from the perspective of chips and supply chain? Do you have enough buffer?
Show response
John confirmed no major supply chain disruption observed. Company better positioned on electronics supply chain vs pandemic era. Watching component supply carefully.
HUBBHubbell Incorporated3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
1.2 times book to bill implies what about $2.4 billion in the first half. I am guessing that not all of it
Show response
Bakker gave the short-cycle versus 2027 split qualitatively but explicitly declined to do the arithmetic the analyst asked for.
could I follow-up with just a question on the 60 bps of headwinds from restructuring in HES year-over-year?
Show response
Capozzoli separated the restructuring from NSI, sized the full-year program and flagged the back half as heavily loaded.
Calendar 2025 Q4
I'm just wondering about the benefits of margin accretion from the deal versus cost to integrate
Show response
DMC Q4 results in line with expectations. 2026 outlook: $130M revenue at approximately 40% OP margins net of integration costs. HES year-over-year growth rates will narrow in H2 2026 as strong Q4 2025 data center surge creates tougher comps. Good project visibility throughout 2026.
GEVGE Vernova2 questions · 2 reporting periods · 2 of 2 challenging
Calendar 2026 Q1
you could clarify your comments around April in terms of the Power turbines that you have already signed in April
Show response
Ken clarified April Power equipment orders matched full Q1 value. Scott addressed Vietnam: gas turbine deliveries in 2030+ with commissioning in 2032-2033, so current LNG pricing uncertainty in the Middle East is not changing Asian customer underwriting assumptions. All 4.8 GW continue to progress, with additional projects being negotiated beyond those on contract.
Calendar 2025 Q4
I'm surprised there hasn't been a little bit more of an accretion on the original margin guidance. So I wondered if you just talk a little bit about costs to integrate an investment that you might ...
Show response
Strazik said no change in Prolec financial expectations from October, maintaining margin guidance gives more opportunity to outperform in 2026. Integration meetings have been productive over 3 months leading to February 2 close.
OTISOtis Worldwide2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
I wondered if you could just expand a little bit on this tempering of micro pricing point.
Show response
Cristina said repair micro-pricing of $35 million is unchanged; only the $15 million maintenance piece is being tempered account-by-account where quality indicators lag, prioritizing retention.
Calendar 2026 Q1
I wonder if you could talk a little bit about the repair business. If you could just sort of size it for us in the broader context
Show response
Judy: repair is non-discretionary (unlike mod), driven by 9-10M units over 20 years aging and breaking down more. Highest margin service product. Reactive repair (breakdowns) growing plus proactive repair (Otis ONE predictive, obsolescence). Combined growth rate in teens. Cristina: second-largest activity after maintenance in revenue, highest margin, very accretive at 10% growth.
CARRCarrier Global1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I wondered if you could just help us a little bit with the margin dilution point. I guess I just want to wonder if you can give us a sense of how much the impact was the investment in the quarter
Show response
Goris quantified the drag: roughly $100 million of investments this year, a $0.05 item tied to the Noresco exit and the new US facility that he does not expect to repeat, and the April tariff-mitigation timing he framed as a timing issue, then put 2027 total-company conversion at 25% to 30% depending on residential versus commercial mix.
EMREmerson Electric1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Is that still mostly brownfield now? Or are we actually starting to see some of the more greenfield projects
Show response
Ram said power has been mostly fleet modernization/brownfield but greenfield gas and data-center behind-the-meter is emerging.
Show 2 more companies
HONHoneywell International Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I wondered if you could just elaborate a little bit more on the 15% growth in software ARR.
Show response
Vimal attributed ~15% ARR growth to deeper penetration of existing Forge offerings and new launches; Mike explained a repositioning spike from a process-footprint consolidation with quick payback.
TTTrane Technologies1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I wondered if you could talk just a little bit about the impact from business reinvestments in the Americas.
Show response
Gave qualitative ordering of the three investment buckets but no quantification, and would not commit on a 12-month view.
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 |
|---|---|---|
| ALLE Allegion | 3 | 0%none of 3 questions |
| HUBB Hubbell Incorporated | 3 | 0%none of 3 questions |
| GEV GE Vernova | 2 | —Rate withheld: fewer than 3 questions |
| OTIS Otis Worldwide | 2 | —Rate withheld: fewer than 3 questions |
| CARR Carrier Global | 1 | —Rate withheld: fewer than 3 questions |
| EMR Emerson Electric | 1 | —Rate withheld: fewer than 3 questions |
| HON Honeywell International Inc. | 1 | —Rate withheld: fewer than 3 questions |
| TT Trane Technologies | 1 | —Rate withheld: fewer than 3 questions |
- ALLEAllegion · 3 questions0%none of 3 questions
- HUBBHubbell Incorporated · 3 questions0%none of 3 questions
- GEVGE Vernova · 2 questions—rate withheld: under 3 questions
- OTISOtis Worldwide · 2 questions—rate withheld: under 3 questions
- CARRCarrier Global · 1 question—rate withheld: under 3 questions
- EMREmerson Electric · 1 question—rate withheld: under 3 questions
- HONHoneywell International Inc. · 1 question—rate withheld: under 3 questions
- TTTrane Technologies · 1 question—rate withheld: under 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 Q4 | 2 | 50%1 of 2 questions | 2 |
| 2026 Q1 | 4 | 25%1 of 4 questions | 3 |
| 2026 Q2 | 8 | 0%none of 8 questions | 7 |
- 2025 Q42 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2026 Q14 questions · challenge rate 25% (1 of 4 questions) · 3 companies
- 2026 Q28 questions · challenge rate 0% (none of 8 questions) · 7 companies
Topics
Topics tagged on this analyst’s questions.
- Demand6
- Margin4
- Revenue Growth4
- Capex Investment3
- Macroeconomic2
- Cost Pressure2
- Innovation & R&D2
- Supply Chain2
- M&A2
- Guidance Reliability1
Show all 12 topics
- Pricing1
- Geographic Expansion1