Ben Moore

Industrials

Limited coverage. Only 6 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

Q3 '25Q1 '26

Focus Areas7 topics

Revenue Growth3Demand2Margin2Guidance Reliability2Competitive Dynamics1Pricing1Trade Tariffs1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

WABWabtec3 quarters

2026 Q1

Do you get a sense that they should normally convert to organic growth in, say, roughly 1 to 2 quarters?

DemandRevenue GrowthView in transcript →

Can you talk to cadence of organic revenue expectations through the rest of '26 to meet your mid-single digits

Revenue GrowthCompetitive DynamicsView in transcript →

2025 Q4

Can you give a similar kind of view on the cadence of that 2026?

MarginGuidance ReliabilityView in transcript →

Should we see that step back down to $18 billion for the longer term going back to the last several years average?

DemandRevenue GrowthView in transcript →

2025 Q3

can we maybe hone in on how pricing is trending as part of that gross margin growth?

PricingTrade TariffsView in transcript →

the implied 4Q EPS would be at $2.08 below consensus at $2.12. Is that due to below the line items?

Guidance ReliabilityMarginView in transcript →