Start 30 days free, no card. Full Pro access for a month, then decide. Start free

Back to analysts list

Analyst

Garrett Greenblatt

JPMorgan · covers Basic Materials

Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 2).

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

MLMMartin Marietta Materials2 questions · 2 reporting periods · 0 of 2 challenging
MLM company page →

Calendar 2026 Q2

can you give an update on the pilot program you started in Denver at the end of last year

Cost PressureMarginTranscript · FY2026 Q2 →
Show response

Confirmed Denver is the template for the network optimization piece and named the executive scaling it across divisions.

Calendar 2025 Q2

How big of a focus is this going forward in terms of acquisitions? And how big do you think this business could become over time

Show response

Ward said mag will remain important but not dominant. Provides cash flow differentiation and cycle resilience, key to maintaining dividend through financial crisis. Expect continued bolt-on M&A.

VMCVulcan Materials Company1 question · 1 reporting period · 0 of 1 challenging
VMC company page →

Calendar 2026 Q2

I wonder if you could put some numbers around power generation and where that could go over the next couple of years

DemandCapex InvestmentTranscript · FY2026 Q2 →
Show response

Declined to quantify, saying it is a very low percentage today and should be viewed on a four to five year horizon rather than as a near-term contributor.

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.

CompanyQuestionsChallenge rate
MLM Martin Marietta Materials2—Rate withheld: fewer than 3 questions
VMC Vulcan Materials Company1—Rate withheld: fewer than 3 questions
  • MLM
    Martin Marietta Materials · 2 questions
    —rate withheld: under 3 questions
  • VMC
    Vulcan Materials Company · 1 question
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q210%none of 1 question1
2025 Q3No questions recorded——
2025 Q4No questions recorded——
2026 Q1No questions recorded——
2026 Q220%none of 2 questions2
  1. 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
  2. 2025 Q3No questions recorded
  3. 2025 Q4No questions recorded
  4. 2026 Q1No questions recorded
  5. 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies

Topics

Topics tagged on this analyst’s questions.

  • Cost Pressure1
  • Margin1
  • Demand1
  • Capex Investment1
  • M&A1
  • Revenue Growth1