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Analyst
Dan Moore
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q3 (6 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none 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
JBHTJ.B. Hunt2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
how are your customers thinking about that, preparing for that
Show response
Spencer said customers optimistic about consumer strength from tax refunds and policy changes; inventories are lean. Cross-border Mexico business had solid double-digit growth throughout 2025. Darren confirmed standard bid cadence: ~10% implements in Q4, ~30% each other quarter. Shelley noted winning customers are more optimistic and planning more closely with JBHT.
Calendar 2025 Q2
any color around ICS and just how you're approaching your efforts there would be most appreciated
Show response
Nick Hobbs highlighted span-of-control improvements and people efficiency. Brad Delco noted gross profit flat YoY but ~$10M OI improvement from OpEx reductions including $35M of non-repeating 2024 costs.
CSXCSX Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
Could you maybe just spend a minute refreshing our memories on how you approach a market like this?
Show response
Kenney said international is under multiyear fixed deals while domestic annual renewals will price to the market, lagging the 2026 bid season.
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 |
|---|---|---|
| JBHT J.B. Hunt | 2 | —Rate withheld: fewer than 3 questions |
| CSX CSX Corporation | 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 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | No questions recorded | — | — |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q2No questions recorded
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing2
- Competitive Dynamics1
- Demand1
- Cost Pressure1
- Margin1