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Analyst
Ellen Page
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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
SMRNuScale Power Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
how do we think about the RoPower progression going forward under that new price agreement?
Show response
CFO called the negative revenue a one-time adjustment on small numbers, not indicative of a RoPower margin trend.
is there any like milestones in particular or next steps you can call out ahead of the PPA?
Show response
CEO said talks are progressing with daily ENTRA1 communication but named no specific milestones, only that NuScale is ready to move once PPAs are definitized.
TDGTransDigm Group1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
it was better than expected given fiscal Q1 is typically seasonally weaker
Show response
Mike said 52.4% EBITDA margin was better than expected. Commercial OEM came in a couple of points lighter than planned, giving a mix tailwind. Operating units doing a good job on productivity. Some conservatism embedded in guidance for remainder of year.
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 |
|---|---|---|
| SMR NuScale Power Corporation | 2 | —Rate withheld: fewer than 3 questions |
| TDG TransDigm Group | 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth1
- Demand1
- Margin1