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Analyst
Anna Kruszenski
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 4with 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 7 of 7 questions from 3 companies
DGXQuest Diagnostics3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
help us understand why DSOs are up again both year-over-year and sequentially in the quarter
Show response
Samad attributed higher DSOs to deposit-day timing and mix shift toward higher-DSO client-bill and consumer business.
Calendar 2026 Q1
We were hoping to hear more about the consumer business and how that momentum has been building with your recent partnerships
Show response
Jim said questhealth.com grew in high 20s, non-Quest Direct partnerships grew even stronger. Function Health acquiring Getlabs is positive for expanding coverage in underserved areas and home-draw preferences. Sam added growth from wellness collaborations is broad-based across multiple players.
Calendar 2025 Q2
Saw a nice 2.5% step up this quarter. I'm just curious, how should we be thinking about this going forward since last year?
Show response
Jim cited expanded health plan access, advanced diagnostics growth, weather rebound, and stabilization of employer drug testing/pop health businesses. Expects volume to continue in this range.
LHLabCorp3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Wanted to ask about how early adoption is going for the ColoSense test that you launched in June.
Show response
Adam gave a measured answer, citing guideline inclusion and CMS coverage while cautioning that broad payer access still takes time.
Calendar 2026 Q1
what you have baked in, in terms of potential inflation on fuel costs and if you have anything baked in on additional weather headwinds
Show response
Adam explained 20-25% of volume through service centers (recapturable), 75% through physician offices (harder to recapture). Julia estimated fuel impact at $5-10M, manageable, reflected in guidance. No explicit weather assumptions for balance of year; M&A timing could offset.
Calendar 2025 Q3
curious if you can talk about whether your deal criteria has changed at all given this larger opportunity set?
Show response
Adam detailed three components: in-house labs (lowest margin, high ROIC), reference work (average margin), outreach acquisition (average margin). Combined, deals are roughly margin-neutral. Deal criteria unchanged despite larger opportunity set.
CRLCharles River Laboratories1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
Can you talk about the sales cycle timing from RFP to award and then converting into revenues?
Show response
Foster said core sales cycle timing is unchanged but sales organization is more client-centric with better discovery-to-safety selling integration. Cadence and speed of reports are everything for clients racing to market.
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 |
|---|---|---|
| DGX Quest Diagnostics | 3 | 0%none of 3 questions |
| LH LabCorp | 3 | 0%none of 3 questions |
| CRL Charles River Laboratories | 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 | 2 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand6
- Margin2
- Product Launch1
- Subscriber Growth1
- Cost Pressure1
- M&A1
- Competitive Dynamics1
- Revenue Growth1