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Analyst
Jack Meehan
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 87on tracked calls
- Challenge rate
- 2%2 of 87 questions
- Companies
- 11questioned at least once
- Reporting periods
- 9with 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 87 of 87 questions from 11 companies
TMOThermo Fisher Scientific13 questions · 7 reporting periods · 0 of 13 challenging
Calendar 2026 Q2
I got a lot of questions this week about inventory levels, trade tariff, reshoring dynamics
Show response
Marc called it a clean quarter with broad-based momentum and expects pharma/biotech to be a little better in the second half.
Calendar 2026 Q1
You called out higher inflation a few times in the script. I was wondering if you could just elaborate like what areas you might be seeing that in
Show response
Jim described inflation placeholder as prudent given oil price volatility, visible first in supply chain logistics and transportation, with teams actively working to offset.
can you talk about how adoption might be influencing your customer spending behavior? And I'm not sure if you're planning an Analyst Day
Show response
Marc announced Analyst Day on May 20 and articulated AI as a meaningful positive for drug development ROI, positioned Thermo Fisher to shape and benefit from it.
Calendar 2025 Q4
how are you feeling about industry supplied demand dynamics entering 2026
Show response
Casper said sterile fill-finish has heightened demand relative to industry capacity, with the Sanofi site acquisition expanding capacity and reshoring contracts being won.
do you see this competitive advantage as stable or expanding, weakening, entering this year
Show response
Casper said the channel has been a methodical share gainer for many years with broad-based strength across pharma, industrial, and stable academic positioning.
Calendar 2025 Q3
any additional color you can share on trends and new authorizations, how you feel like pharma customers are feeling about getting back to work
Show response
Casper said clinical research stepped up to low single-digit growth with incredibly strong authorizations, and the OpenAI collaboration will further improve trial cycle times.
just great to get your latest thoughts on how you felt like you were tracking relative to that
Show response
Casper reaffirmed 3-6% midterm outlook, noting current 2% organic is effectively 3% ex-pandemic runoff with upside from academic stabilization and China.
Calendar 2025 Q2
just the organic growth decline this quarter. When you talk about some of the policy pressure, was this all academic
Show response
Casper said instruments decline was driven by academic/government and China, with innovation like Astral Zoom generating phenomenal customer interest regardless.
did you see any evidence customers could have been pausing purchasing at all? Just the idea being like if you're going to buy equipment
Show response
Casper said no customer pausing observed in bioproduction, with reshoring creating a multi-year tailwind as new facilities come online in 2026+.
Calendar 2025 Q1
Curious what you're hearing from customers and then just talk about the risks and opportunities there for Thermo Fisher Scientific
Show response
Casper highlighted strong demand for US manufacturing footprint with $2B investment over four years in pharma services and lab capacity.
what inning you think this business is now in kind of in the post-COVID recovery, confidence that continues
Show response
Casper said COVID capacity is fully backfilled with new business ramping up, and fill-finish and drug product tableting see fastest demand from reshoring interest.
Calendar 2024 Q4
what does the exit rate look like in the fourth quarter? And just more broadly, just like confidence about your ability to get back to the LRP targets
Show response
Williamson expressed high confidence in returning to 4-6% industry growth rate with consistent share gain above that level.
what does the guide assume for PPD clinical research? And can you give us an update, just color on what you're seeing in terms of new authorizations
Show response
Casper shared that clinical research grew low single digits despite vaccine runoff, authorizations were very strong in H2 2024, and 2025 is expected similar to 2024.
AAgilent Technologies11 questions · 7 reporting periods · 0 of 11 challenging
Calendar 2026 Q3
I wanted to focus on the specialty CDMO business. So strong growth, nearly 30% in the quarter.
Show response
Adam gave a clear LRP mid-teens framing plus Train C spring go-live and order-book visibility with majority capacity spoken for.
Calendar 2026 Q1
I was just wondering if you could elaborate on that? That's number one. And then number two is just from a product area. I was curious your take on diagnostic assets.
Show response
Adam drew parallel between Ignite cross-functional execution and integration readiness. BioVectra as proof point. Padraig added focus on increasing service/recurring revenue mix. Diagnostics not excluded but must pass right-to-win filter.
Calendar 2025 Q4
I think I heard double-digit growth in the second half. Or LCLS CMS instruments. What was the fourth-quarter number?
Show response
Padraig confirmed LC low double digits, LCMS mid-teens in Q4. Gaining share in both per independent data. Simon added Infinity 3 traction is phenomenal, ProIQ acceptance terrific, early to mid-innings of replacement cycle. Environmental forensics grew in the twenties.
Calendar 2025 Q3
Do you mind just reminding us what your exposure is to China Diagnostics and what, if any, you're seeing in regard to those topics?
Show response
Padraig noted very low China diagnostics exposure. Simon added Agilent serves advanced staining applications with esoteric product offering, seeing some local vendor pressure but minimal impact from VBP. Direct.
Last quarter, you talked about the $15 million of consumable pull forward, dollars 15 million instrument push out. Did that play out as expected?
Show response
Padraig confirmed no pull-forwards or stocking/destocking. Angelica added mid-single-digit consumables growth in Q3 with strong lab activity across all end markets and regions. Direct.
Calendar 2025 Q2
The $15 million of consumables that got pulled forward, what were you hearing from customers as to just the reason for why that happened?
Show response
Bob explained tariff-driven stocking behavior, offset by customs delays on instruments. Expected to reverse in Q3 with total unchanged. Very clear.
can you boil it all down now on the margin side for the year, kind of what the guide implies for operating margin?
Show response
Bob explained margins flat YoY due to tariffs, but underlying expansion on track. 55bps tariff impact clearly quantified. Direct.
Calendar 2025 Q1
you mentioned, I think early in the script, some changes in the management layers within Agilent. Is there any additional color you can share on what you're doing?
Show response
Padraig explained strategic rationale for flattening layers. Bob linked timing to H2 Ignite savings discussed at start of year. Direct.
It looks like that M&A added $26 million of sales in the quarter. Has your target for the year changed at all? I think I heard $145 million in the model.
Show response
Simon acknowledged slight Q1 softness while maintaining full-year guide. Emphasized quality integration process and customer enthusiasm.
Calendar 2024 Q4
Any color would be great. And maybe just off of that, any comments you can share around GLP one contribution I think that might be a factor
Show response
Padraig described steady replacement cycle cadence and 30% GLP-1 growth in FY2024. Bob added installed base aging data. Direct and detailed.
I was wondering if you could just walk us through for the 2025 guide what this assumes for each of the segments.
Show response
Bob provided detailed segment-by-segment growth expectations: LSAG low single, ACG mid-high single, DGG low-mid single. Very thorough.
DHRDanaher Corporation10 questions · 5 reporting periods · 0 of 10 challenging
Calendar 2026 Q2
is there any color you can give on the relative growth for semi versus the remaining customer classes?
Show response
Matt said microelectronics grew above the ~10% Pall average, with good energy/aerospace growth and some share gains; direct.
You're guiding to 3%-4% in the third quarter. Maybe just talk about why that might soften sequentially.
Show response
Matt cited Pall timing dynamics but no change in underlying trends; direct.
Calendar 2026 Q1
are you seeing any tangible signs of productivity benefits from AI in the business?
Show response
Blair described AI-enabled DBS and DBS-enabled AI as converging but did not provide specific cost savings figures or revenue targets. Kept the response directional rather than quantitative.
as you look across the business segments, how do you think AI is influencing customer spending behavior?
Show response
Blair outlined a dual-horizon thesis: near-term demand from autonomous science driving automation, instruments, and reagents; long-term acceleration of the drug development flywheel improving pipeline yields beyond the current ~10% average.
Calendar 2025 Q4
Is it possible there were some pushouts from earlier in the year that might have come in around year-end
Show response
Rainer acknowledged a modest budget flush in Europe but emphasized continued pharma end market improvement for third consecutive quarter. Expects gradual improvement through 2026.
You talked about the $250 million cost actions. You also have the biotechnology segment, your highest margin segment, growing the fastest
Show response
Matt walked through EPS math: 3-4% core growth at 35-40% fall-through plus $0.30 from $250M cost savings. Below-the-line items assumed neutral. Higher core growth would produce EPS upside.
Calendar 2025 Q3
How do you think this is going to play out over the next few years
Show response
Expects brownfield investments to come first with faster timelines, followed by longer-horizon greenfield builds. Could lead to extended multi-year capital cycle but not yet showing in orders.
it just wasn't obvious to me what might have fallen short at least versus what the Street was thinking
Show response
Matt clarified the diagnostics upside was about $125M of earlier-than-expected respiratory purchasing. No shortfalls elsewhere in diagnostics to call out.
Calendar 2024 Q4
digging more into the guide for Life Sciences in 2025, that's where I'm getting most of the questions
Show response
Management gave clear quarterly pacing: down mid-singles in Q1, flattish Q2, then ramping. Attributed Q1 weakness mainly to Pall industrial comps.
Obviously, had the change in administration, and U.S. academic government funding has been a hot topic
Show response
Management acknowledged the noise around Life Sciences segment from government funding headlines but gave only general reassurance rather than specific exposure quantification.
LHLabCorp10 questions · 7 reporting periods · 1 of 10 challenging
Calendar 2026 Q2
The 3.6%, that's nothing to scoff at here, but it comes after a notably stronger print from your closest peer.
Show response
Adam reframed toward margin quality and lapping Invitae rather than directly addressing the organic growth gap to the peer.
Calendar 2026 Q1
what do you think this means for Labcorp in the lab industry broadly speaking?
Show response
Adam confirmed CMS CRUSH targets fraud, waste and abuse. LH submitted comment letter via ACLA in March encouraging thoughtful approach to avoid impeding patient access or punishing legitimate providers. Supportive of intent, cautious on implementation.
Calendar 2025 Q4
You mentioned investments in the central lab business within CapEx this year. I was wondering if you could just give us an update
Show response
Julia explained CapEx at 4% of revenue (higher than prior years) for lab infrastructure refresh, technology investment, and new 500,000+ sq ft central lab facility. Adam highlighted global footprint across 100+ countries, strong book-to-bill, and Global Trial Connect digital platform.
Are you prepared to submit in the survey that's going to take place in a few months? And what do you think happens once the data reads out
Show response
Adam confirmed LH will be prepared to submit data if needed. Believes RESULTS Act is the right permanent solution. Hard to predict outcome since data collection scope is unknown. Will continue working with ACLA trade organization.
Calendar 2025 Q3
Can you just talk about what the factors were you're seeing in the market that led you to make this decision?
Show response
Adam explained RFPs and win rates remain stable but study starts are delayed beyond expectations. $50M revenue divested/restructured in noncore areas will produce slight operating income improvement (currently dilutive). Decision driven by lack of normalization in start timing.
Calendar 2025 Q2
we're almost at the 1-year anniversary, the Invitae deal, I wanted to hear just how you feel like revenue is tracking there, how competitive dynamics are in the market?
Show response
Adam confirmed Invitae integration on track with 10% revenue growth and full-year accretion. Julia added enterprise margin expanded 20 bps despite 30 bps Invitae headwind, with Invitae annualizing in Q3 to further support margins.
Calendar 2025 Q1
I think the math you laid out implied between Invitae and weather, it was about a $30 million EBIT impact to the DX segment
Show response
Adam reiterated Invitae revenue growing over 10%, accretive for full year. Julia confirmed Invitae shifting from loss to positive particularly in second half.
how would you characterize the environment right now? And you have leverage at two and a half times
Show response
Adam noted the macro environment is actually accelerating hospital outreach to LH. Pipeline remains very strong.
Calendar 2024 Q4
Can you give us an update on how your pipeline deals look if you just -- how active you expect to be as you integrate everything you consummated last year?
Show response
Adam confirmed strong pipeline, increased M&A revenue contribution target from 1-2% to 1.5-2.5%. Julia added balance sheet has flexibility at 2.2x leverage.
Invitae was a headliner last year. Just how you feel like the integration is going with that?
Show response
Adam was enthusiastic about the integration after visiting the California team. Revenue expected to grow over 10%, slightly accretive for full year 2025.
WATWaters Corporation10 questions · 5 reporting periods · 0 of 10 challenging
Calendar 2026 Q2
Is that $50 million in 4Q a good starting point for thinking about what 2027 could look like?
Show response
Chaubal said the $50M Q4 cost savings is largely in hand, putting Waters at a $200M run rate; more initiatives (network consolidation, inventory) to come.
when I look at the acquired revenue, you did $817 million this quarter. You're guiding to $895 million next quarter.
Show response
Chaubal said acquired-revenue seasonality is roughly consistent with the last 2-3 years, though the ahead-of-plan transformation could normalize it somewhat.
Calendar 2025 Q4
can you give us an update on the pro forma leverage for Waters and how you expect that to evolve over the year
Show response
CFO noted 2.4x net debt-to-EBITDA at close (slightly higher than announced due to earlier closing), targeting below 2x within 18 months. Pro forma interest expense ~$179M for 2026.
on BD, you talked a couple of times about setting up a deal desk for pricing. Can you talk about which product areas are in focus and how you think that's been optimized in the past
Show response
Management outlined centralized deal desk with escalation to CEO for discounts. Focus on FACSDiscover instruments, reagent pricing discipline, and service/installation charging to match Waters model.
Calendar 2025 Q3
I was curious on your latest thoughts on the revenue synergies and confidence to achieve that
Show response
Management described two integration summits with 120+ leaders, validating synergy assumptions and assigning targets to individuals.
last week, there was an FDA update around biosimilars for analytical assessments with LC-MS. Just curious if you could help us understand what that might mean
Show response
Management excited about FDA shift toward analytical-based biosimilar approval but cautioned against modeling it immediately.
Calendar 2025 Q2
the mass spec and MALDI has -- for microbiology has been getting a ton of attention. Can you just talk about like -- I don't know if there's any color you can share on rough time line
Show response
Management set 2-5 year timeline for mass spec microbiology product, noting $400-500M TAM and teams already working on blueprints.
the high single-digit growth in Waters segment instruments that you put up, could you unpack for us what you're seeing just an update in terms of the replacement cycle
Show response
Management confirmed strong LC-MS growth across pharma and industrial with replacement cycle progressing as planned.
Calendar 2025 Q1
talk a little bit more about the replacement cycle dynamics that you're seeing called out in the script that it's still ramping
Show response
Management confirmed double-digit growth across large pharma, generics and CDMOs with replacement cycle fully underway.
have you seen any change in behavior related to tariffs, like specifically from what you can tell? Was there any pull forward in the first quarter
Show response
Management saw no pull-forward or behavior change from tariffs, with strong and consistent funnels through the quarter.
MTDMettler Toledo9 questions · 5 reporting periods · 1 of 9 challenging
Calendar 2026 Q2
you beat the second quarter by about $0.70 and the midpoint of guidance is going up by $0.70
Show response
Shawn conceded a degree of conservatism in the H2 model to derisk geopolitical concerns, not reflecting what they see in the business.
Calendar 2025 Q4
I was just curious in that context, can you unpack the first quarter guide? I think you're assuming flat growth
Show response
Shawn noted PMI improvements have a lag before appearing in MTD business. Chemical sector under pressure. Typical start-of-year customer caution. Only 1.5 months backlog limits visibility. Core industrial has more economy sensitivity than other segments.
if we did see incremental organic growth, what the flow-through would be on the margin line
Show response
Shawn indicated core industrial drop-through at corporate average overall. Automation and digitalization portion above corporate average. More cyclical portion below corporate average.
Calendar 2025 Q2
I was curious, as you look at the results in the quarter, whether you saw that in any of your businesses, how you went about assessing that
Show response
Patrick attributed Q2 growth entirely to portfolio strength and execution, with no evidence of stocking or pull-forward from any region or product category.
In the service business, you talked about some timing dynamics in the quarter. Do you mind just elaborating on what that was
Show response
Patrick reiterated project timing and spare parts comp as Q2 drivers. No indication of underlying trend. Optimistic H2 outlook with service demand stable.
Calendar 2025 Q1
I was curious if you saw any evidence of pull forward in the first quarter or any of like the April trends that you've seen so far
Show response
Patrick confirmed no meaningful pull-forward from tariffs. MTD customers serve markets not concerned with very short-term moves and don't make short-term planning.
within lab, I was curious just for some more color on the process analytics business
Show response
Patrick confirmed healthy recovery in both single-use and multi-use sensors. Prior restocking issues fully resolved with healthy order flow returning.
Calendar 2024 Q4
The raise to the 2025 EPS forecast, is that just a function of 4Q coming in a little bit better? Or were there any other changes to the assumptions that drove that
Show response
Shawn explained Q4 beat offset by FX headwinds, with benefits from lower interest expense and actuarial pension assumption updates.
We're just curious what your latest take is on some of the macro factors. You saw the PMI go over 50 for the first time in a while on Monday for the US
Show response
Patrick decoupled Industrial demand from PMIs, noting automation/digitalization drivers and China subdued investment as bigger factors.
Show 5 more companies
HOLXHologic8 questions · 4 reporting periods · 0 of 8 challenging
Calendar 2025 Q2
how you feel about the reception around the new product launch and also just durability of gantry replacement continuing to progress in the next year?
Show response
Steve sees Envision as a big driver in FY2027-29, arriving meaningfully in second half of FY2026. Highlighted interventional hitting $100M quarterly milestone for the first time as a growing driver.
I was curious what your thoughts are around M&A. Are there any larger things in the funnel that you were considering?
Show response
Steve said no large M&A was in the works. YTD buybacks exceeded $750M. Will continue focusing on both tuck-in M&A and buybacks.
Calendar 2025 Q1
just would love to get your thoughts on the utilization environment, like just your feel for how that is at the moment
Show response
Steve said utilization is solid but Surgical comps are still flushing through post-COVID bolus. Essex added highly elective procedures are slower than non-elective, but overall procedure volume is solid.
I was curious like what you're seeing there in the market today and the revenue that's coming out of the guide. Just any color on like what segments that's coming out of?
Show response
Steve acknowledged Hologic is less competitive in China and is de-risking. Karleen quantified the go-forward China business at ~$30M annually, down from original ~$70M expectation.
Calendar 2024 Q4
any color around where we should be landing in 2Q for gross margins and op margins would be helpful?
Show response
Karleen indicated slight sequential margin improvement in Q2 with more meaningful expansion in H2 as revenue improves and seasonal opex headwinds ease.
did you build in -- you talked about disruption up to $30 million of sales. Is that in the guidance
Show response
Karleen confirmed PEPFAR risk substantially embedded in guidance. Shows up in virology/molecular diagnostics line.
Calendar 2024 Q3
Could you just give us a mark-to-market for the year, ballpark of what the sales were?
Show response
Karleen sized BV/CV/TV at several hundred million, Biotheranostics at $100M+. Both expected to continue double-digit growth in FY2025.
you also talked about the transition you saw this year to the respiratory panel
Show response
Karleen noted COVID-to-4Plex transition revenue was several tens of millions in FY2024. FY2025 will lap this benefit, creating a headwind in H1.
DGXQuest Diagnostics7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
I wanted to get your latest thoughts on the policy outlook with PAMA and outlook for the RESULTS Act
Show response
Davis reiterated the three PAMA outcomes and detailed the RESULTS Act's third-party adjudicated-claims approach and 5% annual cut cap.
Calendar 2026 Q1
So the survey kicks off in 10 days or so. How is your prep work in terms of participating in that?
Show response
Jim said Quest ready to submit after May 1. CMS requires labs with $25K+ Medicare revenue to report, over 2,600 hospital labs. RESULTS Act has 80+ cosponsors, positive hearing held, CBO scoring underway. If all labs report, believes rates should increase since other 80% of market gets 2-3x Medicare rates.
Calendar 2025 Q4
wanted to ask you about how you see PAMA playing out this year
Show response
Jim noted Quest is prepared to submit data but doubts other labs are ready. Less than 1% reported last time leading to skewed rates. RESULTS Act has 65+ cosponsors, January 8 hearing held. If all labs report, believes data would support rate increases since Quest has <20% Medicare share.
Calendar 2025 Q3
are there any one-timers you would call out this year besides kind of the CARES Act payment?
Show response
Sam identified $46M CARES Act and $100-130M in tax legislation benefits as one-timers. Jim noted consumer channel's cash-at-order advantage.
Calendar 2025 Q2
Is it possible you could call out within the $240 million or so of M&A contribution in the quarter, how much from LifeLabs?
Show response
Sam broke down 10% M&A contribution with ~8% from LifeLabs. Margin tracking to or better than the 2-3 year corporate average target. Strong management team and procurement synergies.
Calendar 2025 Q1
just what was the final impact from weather when you take what you experienced in January and February
Show response
Jim confirmed 50bps weather and 110bps leap year volume impact. Strong March recovery continuing into April. Sam reaffirmed traditional EPS seasonality cadence.
Calendar 2024 Q4
can you talk about expectations for clinical data updates we might be able to expect this year and just progress in terms of getting Medicare payment
Show response
Jim confirmed revenue expected from Haystack in 2025. Clinical trial publications expected this year. Leveraging broad Medicare Advantage and health plan relationships for reimbursement.
ILMNIllumina, Inc.5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
You did 22.4% in the quarter, going to 24% next quarter. It's a little bit of a decent step-up.
Show response
Ankur attributed the ~100bps Q3 step-up (from a deferred-comp-adjusted ~23% base) to higher consumables mix and gross-margin cost actions playing out through Q3 and Q4.
Calendar 2026 Q1
Is there more color you can share on the profile of the clinical customers where you're seeing demand is the strongest?
Show response
Jacob described broad-based clinical demand spanning oncology, rare disease and NIPT across regions, with centralized US labs showing oncology momentum.
Calendar 2025 Q4
at least one competitor's talked about the $100 price point per genome.
Show response
Jacob argued customers weigh the whole workflow beyond a single price point and said Illumina can compete on all parameters and address elastic segments selectively.
Calendar 2025 Q3
In the past, you've talked about a goal of double-digit EPS growth.
Show response
Jacob expressed confidence in continued EPS growth without formal 2026 guidance; Ankur listed remaining cost and operating-leverage levers.
Calendar 2025 Q1
whether you thought that might have influenced in the demand in the first quarter?
Show response
Jacob saw no material tariff-driven demand change except some pull-in in China; Ankur noted the guide reflects expected cost impact later in the year.
IQVIQVIA3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
if you could just share latest thoughts on what you're seeing related to cancellation trends
Show response
Bousbib confirmed Q1 and Q2 cancellations both in normal historical range. No mega cancellations. First half average same as pre-disruption historical levels before the elevated 2024 period.
Calendar 2024 Q4
any thoughts on, how just implications, for pharma, biotech customers
Show response
Bousbib said zero NIH exposure, expects business-friendly administration with potential IRA adjustments. Pleased with FDA and NHS nominations, views M&A environment improving.
the gross margins in the fourth quarter
Show response
Bruehlman attributed Q4 gross margin pressure to stranded costs from delayed mega trials and mix impact from strong real-world growth (lower margin business).
RVTYRevvity1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
what was the growth rate of that business? And what are the plans to expand manufacturing capacity for it?
Show response
Management said high-content screening had double-digit order and organic growth and it will direct tariff-refund dollars toward screening instrument and reagent capacity.
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 |
|---|---|---|
| TMO Thermo Fisher Scientific | 13 | 0%none of 13 questions |
| A Agilent Technologies | 11 | 0%none of 11 questions |
| DHR Danaher Corporation | 10 | 0%none of 10 questions |
| LH LabCorp | 10 | 10%1 of 10 questions |
| WAT Waters Corporation | 10 | 0%none of 10 questions |
| MTD Mettler Toledo | 9 | 11%1 of 9 questions |
| HOLX Hologic | 8 | 0%none of 8 questions |
| DGX Quest Diagnostics | 7 | 0%none of 7 questions |
| ILMN Illumina, Inc. | 5 | 0%none of 5 questions |
| IQV IQVIA | 3 | 0%none of 3 questions |
- TMOThermo Fisher Scientific · 13 questions0%none of 13 questions
- AAgilent Technologies · 11 questions0%none of 11 questions
- DHRDanaher Corporation · 10 questions0%none of 10 questions
- LHLabCorp · 10 questions10%1 of 10 questions
- WATWaters Corporation · 10 questions0%none of 10 questions
- MTDMettler Toledo · 9 questions11%1 of 9 questions
- HOLXHologic · 8 questions0%none of 8 questions
- DGXQuest Diagnostics · 7 questions0%none of 7 questions
- ILMNIllumina, Inc. · 5 questions0%none of 5 questions
- IQVIQVIA · 3 questions0%none of 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 |
|---|---|---|---|
| 2024 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 15 | 0%none of 15 questions | 8 |
| 2025 Q1 | 14 | 0%none of 14 questions | 8 |
| 2025 Q2 | 13 | 0%none of 13 questions | 8 |
| 2025 Q3 | 11 | 0%none of 11 questions | 7 |
| 2025 Q4 | 13 | 0%none of 13 questions | 8 |
| 2026 Q1 | 8 | 0%none of 8 questions | 6 |
| 2026 Q2 | 10 | 20%2 of 10 questions | 8 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q415 questions · challenge rate 0% (none of 15 questions) · 8 companies
- 2025 Q114 questions · challenge rate 0% (none of 14 questions) · 8 companies
- 2025 Q213 questions · challenge rate 0% (none of 13 questions) · 8 companies
- 2025 Q311 questions · challenge rate 0% (none of 11 questions) · 7 companies
- 2025 Q413 questions · challenge rate 0% (none of 13 questions) · 8 companies
- 2026 Q18 questions · challenge rate 0% (none of 8 questions) · 6 companies
- 2026 Q210 questions · challenge rate 20% (2 of 10 questions) · 8 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand36
- Revenue Growth24
- M&A15
- Margin14
- Regulation Policy12
- Guidance Reliability11
- Trade Tariffs10
- Competitive Dynamics7
- Capital Allocation7
- Cost Pressure5
Show all 18 topics
- Innovation & R&D5
- Product Launch5
- Pricing4
- Macroeconomic4
- Cloud & AI3
- Capex Investment3
- Geographic Expansion2
- Inventory1