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Analyst
Craig Bijou
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 44%4 of 9 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 9 of 9 questions from 2 companies
COOCooper Companies (The)5 questions · 3 reporting periods · 1 of 5 challenging
Calendar 2025 Q2
the outperformance is still the same even though you lowered the guidance. I I think it's still 50 basis points above the market at the midpoint.
Show response
Confidence in market outperformance at 50bps above market midpoint. Management responded with context on this topic.
Can you just help us give a little bit of color on what's driving that $4,000,000 that you have in your guidance for tariffs this year?
Show response
Tariff exposure details by geography. Management responded with context on this topic.
Calendar 2025 Q1
maybe a follow-up on the cadence of CVI growth through the year. You know, I heard your comments on Q3, Q4. Those are expected to be strong. You have a pretty tough comp in Q2.
Show response
CVI quarterly cadence and EMEA growth sustainability. Management responded with context on this topic.
Calendar 2024 Q4
I wanted to start with the comment on unexpected softness at the end of the quarter and hoping that you can provide a little bit more color on that
Show response
Color on unexpected end-of-quarter softness and geographic source. Management responded with context on this topic.
the last two years, you've guided 7% to 9%. Obviously, it's 6.5% to 8.5% this year; you're 50 basis points less
Show response
Why CVI guidance is 50bps lower than prior years despite similar market growth. Management responded with context on this topic.
GEHCGE HealthCare4 questions · 2 reporting periods · 3 of 4 challenging
Calendar 2025 Q1
was any of this potentially a pull forward for some of the mitigation actions that you have been working on
Show response
Pete emphatically denied any pull-forward. Attributed strength to genuine customer excitement about products, services, and solutions approach.
many of your PDX products use rare elements. So I wanted to understand what risk do you see from that potential
Show response
Pete noted over a year of API supply on hand, multiple sourcing locations. New manganese-based MRI contrast in development. Strategy to be seen as local player in China through JVs and local sourcing.
Calendar 2024 Q4
elaborate on some of your comments on the order environment in China in Q4
Show response
Pete confirmed China recovery on track: orders improvement starting late Q1, sales translation more in second half. Province tenders starting (step 2 of 4-step process).
I know one of your competitors recently talked about competitive wins. So would love to hear what you're seeing on the competitive front as well as the overall market environment
Show response
Pete acknowledged competitors converting installed base but noted GEHC doing well on socket share. New CT and full-body PET launches worth 1-2 points of growth.
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 |
|---|---|---|
| COO Cooper Companies (The) | 5 | 20%1 of 5 questions |
| GEHC GE HealthCare | 4 | 75%3 of 4 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 | 50%2 of 4 questions | 2 |
| 2025 Q1 | 3 | 67%2 of 3 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q44 questions · challenge rate 50% (2 of 4 questions) · 2 companies
- 2025 Q13 questions · challenge rate 67% (2 of 3 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Competitive Dynamics3
- Geographic Expansion3
- Trade Tariffs2
- Product Launch1
- Cost Pressure1
- Revenue Growth1
- Supply Chain1
- Macroeconomic1
- Guidance Reliability1