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Analyst
Elliot Alper
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 3questioned 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 3 companies
FDXFedEx1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
are you planning for any changes in the process like putting some stations on hold in busier markets as you work through peak
Show response
Subramaniam confirmed no changes to Network 2.0 plans, with 18% of U.S. ADV, ~140 facilities and 360 integrated stations. Carere noted they never plan optimizations during peak as service is top priority.
UNPUnion Pacific Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
Can you speak to the volume and pricing assumptions within your guidance
Show response
Jennifer clarified no specific volume targets but plans to outperform markets, with absolute price dollars exceeding inflation dollars. Kenny emphasized winning in difficult environments across construction, plastics, industrial chemicals, and grain products.
UPSUnited Parcel Service1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Can you talk about the new capabilities, some of these type controlled cross-docks offer to customers
Show response
Tome walked an end-to-end vaccine lane as the proof point; Gutmann added that cold chain revenue and revenue per kilo are growing double digits.
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 |
|---|---|---|
| FDX FedEx | 1 | —Rate withheld: fewer than 3 questions |
| UNP Union Pacific Corporation | 1 | —Rate withheld: fewer than 3 questions |
| UPS United Parcel Service | 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D2
- Capex Investment1
- Cost Pressure1
- Guidance Reliability1
- Pricing1