Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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

Elliot Alper (TD Cowen) — Tellvest

Analysts/Elliot Alper

Elliot Alper

TD Cowen

Industrials

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

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

Challenge Trend

Q3 '25Q2 '26

Focus Areas5 topics

Innovation & R&D2Capex Investment1Cost Pressure1Guidance Reliability1Pricing1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

FDXFedEx1 quarter

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

Cost PressureInnovation & R&DView in transcript →

UNPUnion Pacific Corporation1 quarter

2025 Q4

Can you speak to the volume and pricing assumptions within your guidance

Guidance ReliabilityPricingView in transcript →

UPSUnited Parcel Service1 quarter

2026 Q2

Can you talk about the new capabilities, some of these type controlled cross-docks offer to customers

Capex InvestmentInnovation & R&DView in transcript →