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Analyst
Brandon Knutson
Period: Reporting period mapped to calendar 2026 Q3.
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with 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 4 of 4 questions from 2 companies
ALLEAllegion2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q3
Are you seeing an acceleration in electronics adoption? And are there any actions that you're taking
Show response
Stone cited a new family of connected commercial locks, spec-driven demand and e-lock upgrades, keeping electronics a high single-digit grower over the cycle.
is it getting harder to get price? Are you seeing any pushback from your customers on the pricing front?
Show response
Stone acknowledged normal negotiation but said Allegion will keep pushing price to cover high inflation.
MMM3M Company2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q3
Can you quantify for us a little bit how much better pricing or margins are on these new products
Show response
Brown said new products are generally margin accretive at volume and value-based pricing is improving, but did not quantify it.
What else is key to the ecosystem to drive growth here? And then outside of EBO
Show response
Brown described the ferrule-to-installation chain and the MSA's role but did not address non-EBO data center content.
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 |
|---|---|---|
| ALLE Allegion | 2 | —Rate withheld: fewer than 3 questions |
| MMM 3M Company | 2 | —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 |
|---|---|---|---|
| 2026 Q3 | 4 | 0%none of 4 questions | 2 |
- 2026 Q34 questions · challenge rate 0% (none of 4 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Product Launch2
- Pricing2
- Demand1
- Cloud & AI1
- Competitive Dynamics1