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Analyst
Brian Biros
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 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 7 of 7 questions from 2 companies
BLDRBuilders FirstSource5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2025 Q2
Does that apply a drop into negative here in the back half or is that kind of still steady and you're just outpacing the flat outlook for R&R?
Show response
CFO clarified flat R&R is a market estimate, not BLDR's sales. BLDR outpacing the flat market outlook.
Calendar 2025 Q1
The R&R segment was, I believe, up in the quarter. I know you cited some regional strengths there. Can you just expand on what drove that performance?
Show response
CFO attributed Q1 R&R strength to lumber and sheet categories. CEO added R&R is a more stable, modest-size part of business with regional blending effects.
how are your, I guess, customers is managing activity in orders here with this weaker demand, but prices may be rising? Are you seeing anything of pre-buy or forward activity
Show response
CEO confirmed no pre-buying activity. Builders focused on substitutions and design optimization for cost reduction rather than pulling orders forward.
Calendar 2024 Q4
Any expectations for install for 2025 or how that kind of factors into the guide
Show response
CEO declined to give specific install guidance but signaled optimism through emphasis on it being a priority.
is there any way to think about variance by region in that guide for you guys
Show response
CEO declined to provide regional detail, deflecting with a Yogi Berra quip about forecasting.
FERGFerguson plc2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
On the gross margin performance, can you touch on the things that are in your control to help margins?
Show response
CFO cited own brand (just under 10% of revenue), pricing analytics/tools, and charging for value-added solutions as controllable gross-margin levers over time.
can you just frame how that's progressing here in a down residential environment
Show response
CEO said HVAC grew 10% on a 4% comp with 400-plus counters built out (targeting 500 by year end, 650 within 24 months); a recovery in residential and new construction would add further upside.
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 |
|---|---|---|
| BLDR Builders FirstSource | 5 | 0%none of 5 questions |
| FERG Ferguson plc | 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 |
|---|---|---|---|
| 2024 Q4 | 4 | 0%none of 4 questions | 2 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q44 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Revenue Growth4
- Pricing2
- Margin1