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Analyst

Dan Hultberg

Oppenheimer · covers Industrials

Period: Reporting period mapped to calendar 2025 Q4.

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
1with 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

POOLPool Corporation2 questions · 1 reporting period · 0 of 2 challenging
POOL company page →

Calendar 2025 Q4

Could you please discuss the key factors that would put you at the low end versus the high end of the EPS guidance range?

Show response

Hart indicated market conditions and resulting sales growth as the primary variable for where EPS falls in the guidance range.

what you're hearing from your customers regarding backlog and how confident you are in those projections?

Show response

Arvan reported post-show season dealer sentiment is encouraging. Most dealers expect to build at least as many pools as 2025, with many expressing optimism. High-end builders remain strong.

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
POOL Pool Corporation2—Rate withheld: fewer than 3 questions
  • POOL
    Pool Corporation · 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 Q420%none of 2 questions1
  1. 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Revenue Growth1
  • Demand1