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Analyst
Jacob Lacks
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 2).
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 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 2 of 2 questions from 2 companies
JBHTJ.B. Hunt1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
how much capacity for incremental growth do you think you have today within intermodal?
Show response
Darren cited historically 20%+ available capacity, netting to ~10% after this quarter's growth, with faster box turns in the East adding more.
UPSUnited Parcel Service1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
are the employee buyouts included in the $3.5 billion of savings? And any early sense on how large it can be?
Show response
Brian confirmed driver separation is a lever within the $3.5B target. Efficiency Reimagined will ramp in H2 and wrap into a similar number for 2026.
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 |
|---|---|---|
| JBHT J.B. Hunt | 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 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment1
- Competitive Dynamics1
- Cost Pressure1
- Labor Market1