Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Asher Sohnen
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q4 (4 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned 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 3 of 3 questions from 2 companies
VMCVulcan Materials Company2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q3
I was wondering if you could maybe walk through some of your key geographies and what you're seeing there on an individual or regional basis
Show response
Tom said backlogs up across all geographies. Southeast healthiest with highest margins. Non-resi turning while single-family remains a drag.
Calendar 2025 Q1
have you seen any kind of pressure on the pace of IJA [ph] rollout, project starts, maybe IRA-related projects, from any of the policy attitudes
Show response
Tom confirmed no impact from policy on IIJA funding. States working on new budgets with growth expected. Two-thirds of IIJA funding yet to be spent.
MLMMartin Marietta Materials1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
I just was hoping you could walk us through what you expect for your key cost buckets in 2026, like labor, raw materials, energy, maintenance
Show response
Ward said inflation ~3.5%, limited tariff impact since supply chain is largely domestic. Q4 had higher external freight from yard transfer activity and one-time California/West inventory write-offs. Network optimization pilot driving cost rationalization. Cost environment is in a pretty good place.
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 |
|---|---|---|
| VMC Vulcan Materials Company | 2 | —Rate withheld: fewer than 3 questions |
| MLM Martin Marietta Materials | 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 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Cost Pressure1
- Pricing1
- Geographic Expansion1
- Regulation Policy1