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Analyst
David Ridley-Lane
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters; questions recorded in 4).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 4questioned at least once
- Reporting periods
- 4with 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 11 of 11 questions from 4 companies
KEYSKeysight Technologies7 questions · 4 reporting periods · 0 of 7 challenging
Calendar 2026 Q1
Why now, right? And what I think I've heard over the course of this call is that manufacturing kicked in
Show response
CEO framed FY2025 as momentum-building year now compounding. Broad-based demand across all segments and regions. AI wireline benefiting from R&D plus manufacturing, but ADG, wireless, and EISG all independently growing.
Calendar 2025 Q4
we're not talking about significant EPS? Dilution? Any way to sort of put some parameters on that
Show response
CFO confirmed EPS dilution is 'mild' and low single-digit percentage. Core business strength expected to more than offset, delivering 10%+ total EPS growth.
the organic revenue growth sort of fit with the historical sort of forty-ish plus percent incremental margins
Show response
CFO confirmed 40% incremental framework intact for core business. Acquisitions operating below Keysight margins initially but expected to reach accretive levels post-integration. Tariffs still a marginal headwind while lapping.
Calendar 2025 Q3
is there any color that you can give us in terms of size or magnitude for the 2 businesses
Show response
CEO deflected sizing questions, citing ongoing regulatory process. Emphasized strategic fit to simulation portfolio but directed details to Synopsys.
I think you were expecting about $25 million net this quarter or 80 basis points. That's what you saw
Show response
CFO confirmed: $75-100M prior + $75M August = $150-175M annual. Q4 tariff expense up but mitigation ramping, so dollars impact only slightly larger than Q3.
Calendar 2025 Q1
Are these deals contingent on Ansys going through? And how meaningful are these two on a combined basis
Show response
CEO confirmed both deals contingent on Synopsys-Ansys closure. Declined to size them but noted they are complementary to existing design engineering portfolio.
Can we get an update on sort of the performance of the ESI Group sort of following on that
Show response
CFO confirmed ESI on track with synergy realization. Renewal rates consistent with expectations. Auto softness impacted upsell but offset by new ADG and industrial traction.
ITWIllinois Tool Works2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
with the Supreme Court's ruling against the IEEPA tariff, several manufacturing companies have filed for refunds
Show response
CEO said tariff recovery is not on ITW's radar given the produce-where-we-sell model. Direct tariff impact was minimal and fully offset by pricing.
calling out specifically for the Food Equipment segment that looked positive. What about the Specialty Products segment
Show response
CFO explained Specialty was weighed down by 3pp drag from PLS activities and delayed Middle East aerospace sales. Equipment businesses performing well, medical growing strongly.
DOVDover Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
Do you supply components for just large turbines, or is it small turbines and reciprocating engines as well?
Show response
Rich confirmed exposure across entire natural gas value chain, large turbines, midstream, reciprocating compressors; delivery-side CapEx (getting gas to turbines) expected to kick off in 2026.
EMREmerson Electric1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
Could we get the orders growth by process and hybrid, discrete, and Safety & Productivity in the quarter?
Show response
Process/hybrid mid-single-digit orders, discrete high single digit driven by T&M, S&P flat to low single. Good momentum expected to carry into Q1.
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 |
|---|---|---|
| KEYS Keysight Technologies | 7 | 0%none of 7 questions |
| ITW Illinois Tool Works | 2 | —Rate withheld: fewer than 3 questions |
| DOV Dover Corporation | 1 | —Rate withheld: fewer than 3 questions |
| EMR Emerson Electric | 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 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
| 2025 Q4 | 3 | 0%none of 3 questions | 2 |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth5
- M&A4
- Trade Tariffs3
- Demand3
- Capex Investment2
- Margin2
- Regulation Policy1
- Cost Pressure1
- Innovation & R&D1