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Analyst
Dan DiCicco
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 2questioned 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 5 of 5 questions from 2 companies
IEXIDEX Corporation3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
what are some of the other primary areas where you see the most opportunity to leverage existing technologies
Show response
Listed data center, semiconductor support, space and defense and life sciences, and noted the FMT water platform shares the same analytics and imaging characteristics.
Calendar 2026 Q1
were a lot of these products already in place? Or have you kind of tweaked and tailored some of these solutions and platforms to better align to these markets?
Show response
CEO said IDEX leverages early incumbency from long-ago market study and development participation. Access to key decision-makers enables seeing where technology needs to go. Innovation stream actively enabling new applications. Space market tremendous in growth potential both in depth of applications and number of participants.
if you could just touch quickly on your overall exposure in just power generation and then more specifically around fuel cell power support?
Show response
CEO confirmed pneumatic-space data center applications involve behind-the-meter power generation with standby power. IDEX performs critical thermal management function within those applications. Area of continued capitalization and excitement for the future.
AMEAmetek2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
where did you see the most acceleration? And then did any of the markets maybe come in below expectations?
Show response
CEO said everything was strong; standouts were semiconductor orders in EIG and Paragon's MedTech orders in EMG, driven by new-product design wins.
I know you've been working on a number of AI pilot programs internally across the businesses in various functions
Show response
Zapico described AI use across all functions (diligence, customer service, product design) and a second wave of projects after about 50 in wave one, with early benefits.
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 |
|---|---|---|
| IEX IDEX Corporation | 3 | 0%none of 3 questions |
| AME Ametek | 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 |
|---|---|---|---|
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D4
- Demand3
- Competitive Dynamics2
- Cloud & AI1