Charles Dillard

Industrials

Limited coverage. Only 5 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

Q2 '25Q1 '26

Focus Areas8 topics

Demand3M&A1Competitive Dynamics1Revenue Growth1Inventory1Guidance Reliability1Trade Tariffs1Capex Investment1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

ETNEaton Corporation1 quarter

2026 Q1

I've got a question for you on competitors buying into the cold plate market

M&ACompetitive DynamicsView in transcript →

HUBBHubbell Incorporated2 quarters

2026 Q1

Can you talk about the sales in the quarter and how that's trended sequentially?

DemandRevenue GrowthView in transcript →

I was hoping you could give an update on how those trended for the quarter?

DemandInventoryView in transcript →

2025 Q2

I was hoping you could bridge the old versus new earnings guidance.

Guidance ReliabilityTrade TariffsView in transcript →

how does that change if you're going to be moving into more manufacturing versus, I guess, like the baseline?

DemandCapex InvestmentView in transcript →