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Analyst

Colin Sheridan

Davy · covers Basic Materials

Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q1 (3 quarters; questions recorded in 2).

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
0%none of 2 questionsLimited sample
Companies
1questioned at least once
Reporting periods
2with 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 2 of 2 questions from 1 company

CRHCRH plc2 questions · 2 reporting periods · 0 of 2 challenging
CRH company page →

Calendar 2026 Q1

if you could maybe give us an update on the more general cost environment

Cost PressureCompetitive DynamicsTranscript · FY2026 Q1 →
Show response

Jim confirmed mid-single-digit inflation for 2026 in labor, materials, maintenance, subcontractors. Winter-fill program well executed, stores about half annual liquid requirement off-season, providing procurement advantages and supply security.

Calendar 2025 Q3

looking forward, I just wonder if there's any areas of that business you might think will provide opportunities for some further upside as we go into 2026

Geographic ExpansionDemandTranscript · FY2025 Q3 →
Show response

Jim detailed European recovery from multiple headwinds, 8th consecutive year of European price increases, Adbri synergies ahead of expectations.

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.

CompanyQuestionsChallenge rate
CRH CRH plc2—Rate withheld: fewer than 3 questions
  • CRH
    CRH plc · 2 questions
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q310%none of 1 question1
2025 Q4No questions recorded——
2026 Q110%none of 1 question1
  1. 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
  2. 2025 Q4No questions recorded
  3. 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Cost Pressure1
  • Competitive Dynamics1
  • Geographic Expansion1
  • Demand1