Andre Madrid

Industrials

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q4 '25

Focus Areas5 topics

Demand3Geographic Expansion2Innovation & R&D1Regulation Policy1Trade Tariffs1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

GDGeneral Dynamics2 quarters

2025 Q4

Could you maybe tell us what the book-to-bill was for the quarter and for the year? And how are you thinking about demand moving into '26

DemandGeographic ExpansionView in transcript →

I know back at AUSA in October, you highlighted some of the demand that you're seeing around UGVs. We've seen them being used to extreme effect in Eastern Europe right now

Innovation & R&DDemandView in transcript →

2025 Q1

I think some of your peers pointed out a slower pace of contract awards in the first quarter. Did you see anything of this nature?

DemandRegulation PolicyView in transcript →

do you think there's a reluctance moving forward for allies to work with U.S. contractors?

Trade TariffsGeographic ExpansionView in transcript →