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Analyst
Brady Lares
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q1 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned 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 1 company
JBHTJ.B. Hunt3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
Do you think this supply-driven nature of the tighter market could translate to a faster Dedicated sales timeline this cycle
Show response
Brad Hicks confirmed acceleration in Dedicated pipeline with record engineered design requests in March. Pipeline diversity strong across small and mid-size deals, not propped up by mega fleets. Emphasized discipline to avoid capacity-only fleets. Regulatory pressures making it harder for private fleets to source drivers, driving them toward outsourced solutions.
Calendar 2025 Q4
how does the recent tighter capacity freight market impact your expectations for dedicated sales
Show response
Brad Hicks said too early to see outward impact of tighter market but strong Q4 close gives momentum into 2026. Dedicated typically feels market squeeze last after truckload and intermodal. Record 40 new customer names in 2025 pipeline. Competition has been tough but double-digit margins maintained.
Calendar 2025 Q3
Can you talk about what's driving these wins at this point? Four years into a freight recession
Show response
Brad Hicks attributed wins to customer value delivery, density allowing resource sharing across customers, maintenance team improvements driving uptime and lower costs, and strong safety performance reducing risk costs. Said it is a combination of factors rather than one thing.
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 |
|---|---|---|
| JBHT J.B. Hunt | 3 | 0%none of 3 questions |
- JBHTJ.B. Hunt · 3 questions0%none of 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics3
- Labor Market1
- Revenue Growth1
- Margin1