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Analyst
Dave Turkaly
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned 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 5 of 5 questions from 1 company
STESteris5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
You called out some tuck-in M&A in Healthcare and then obviously, $1 billion buyback. I was just wondering should we be reading into that at all in terms of sizable transactions
Show response
Dan clarified no change in M&A strategy; tuck-ins called out due to ~100bps inorganic impact on Healthcare. Buyback reflects consistent commitment despite withholding tax considerations.
I know it's not a big component, but the capital component. I was wondering if you could just give us any color as to what was going on there in the fourth quarter
Show response
Dan attributed AST capital volatility to the small absolute size of the business where a handful of orders can swing quarterly results significantly.
Calendar 2025 Q1
the biggest implied delta is then at LifeSci. And I was just curious to get some color on your comfort in that kind of bouncing back
Show response
Dan cited strong consumables momentum continuing and late-year capital equipment order rebound, with a solid backlog entering FY26.
It seems like the tariff impact might be, I don't know, $0.24 or something like that on the EPS line, yet you're still getting into double-digit range
Show response
Mike detailed FY26 puts/takes: $20M restructuring savings, ~$15M less ETO litigation, offset by $15M incentive comp reset and tariffs. Lower interest expense offsets higher tax rate.
Calendar 2024 Q4
it seems like there's a shift kind of towards that, you know, even towards the mid to higher single digit
Show response
Mike acknowledged satisfaction with healthcare trends but declined to comment on FY26 outlook. Cancellation rate is nil and backlog $80-85M above the $350M target.
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 |
|---|---|---|
| STE Steris | 5 | 0%none of 5 questions |
- STESteris · 5 questions0%none of 5 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 |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Demand3
- Capital Allocation1
- M&A1
- Trade Tariffs1
- Margin1