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Analyst
Christine Cho
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 67%2 of 3 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 3 of 3 questions from 2 companies
GNRCGenerac2 questions · 2 reporting periods · 2 of 2 challenging
Calendar 2026 Q2
as we think about you tripling capacity in the U.S., would that require your engine supplier having to add
Show response
Jagdfeld said the engine supplier is adding capacity including in France, and that region-specific sourcing carries a premium Generac passes through in higher genset pricing.
Calendar 2025 Q3
are you finding that the Chinese ownership of the supplier is something that is brought up in your conversations with the bigger type of customers
Show response
Aaron acknowledged Chinese ownership concern but noted engines manufactured in France. Supplier expanding to India and other regions. JV structures possible. Capacity expansion structured to be repurposable if needed. Would feel better with hyperscale commitment but proceeding regardless.
FSLRFirst Solar1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
I actually wanted to know if we should think that there's an impact from the Section 232 changes on steel and aluminum for the Southeast Asian imports
Show response
Mark confirmed aluminum frames still imported separately and subject to 232 tariffs regardless of semi-finished module format. The 5 GW S6 international backlog is multiyear through 2028, with approximately 25% shipping in 2026. Also discussed India ALMM efficiency threshold proposal being addressed by CuRe launch in India in 2027.
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 |
|---|---|---|
| GNRC Generac | 2 | —Rate withheld: fewer than 3 questions |
| FSLR First Solar | 1 | —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 |
|---|---|---|---|
| 2025 Q3 | 1 | 100%1 of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 100%1 of 1 question | 1 |
- 2025 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Supply Chain2
- Pricing1
- Margin1
- Cost Pressure1
- Trade Tariffs1
- Demand1
- Competitive Dynamics1