Ivy Zelman

IndustrialsConsumer Cyclical

Limited coverage. Only 4 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

Q2 '25Q4 '25

Focus Areas5 topics

Innovation & R&D2Capex Investment2M&A1Cloud & AI1Pricing1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

BLDRBuilders FirstSource1 quarter

2025 Q4

how much multiple compression have you seen? And then just secondly, when you look at your CapEx for 2026, how much of that is related to investments for AI initiatives?

M&AInnovation & R&DCloud & AIView in transcript →

are there any real cost savings relative to stick and brick on-site.

Innovation & R&DView in transcript →

PHMPulteGroup1 quarter

2025 Q2

Can you elaborate as to why you think that's better? Or maybe there's it's a lower cost, I presume. Can you just go through your rationale there?

Capex InvestmentView in transcript →

Are you able to take some of the options that you have right now and retrade them and get better pricing because the market's been soft?

Capex InvestmentPricingView in transcript →