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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Dave Strauss (Barclays) — Tellvest

Analysts/Dave Strauss

Dave Strauss

Industrials

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q1 '25

Focus Areas6 topics

Margin2Demand1Guidance Reliability1Capex Investment1Competitive Dynamics1Capital Allocation1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

HIIHuntington Ingalls Industries25% challenging2 quarters

2025 Q1

it looks like it's a cost -- some form of cost contract. How is that -- I thought we were operating under fixed price on Virginia-class

ChallengingMarginDemandView in transcript →

obviously, the shipbuilding margins in total came through better than what you had guided to. Newport News got a fair amount better. Ingalls kind of continue to step back

MarginGuidance ReliabilityView in transcript →

2024 Q4

Could you maybe talk about the opportunity to buy additional shipyard capacity? I think you've made some comments recently in the press around that.

Capex InvestmentCompetitive DynamicsView in transcript →

Would you expect the free cash flow progression, given the CapEx and working capital investments you've had to make here, would you expect that free cash flow progression back to normal to maybe be...

Capital AllocationView in transcript →