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Analyst
Jairam Nathan
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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
DEDeere & Company2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
If you could just expand on that on what your expectations are medium term. And on construction, I think one of your competitors yesterday talked about bringing back some of the incentives
Show response
Biofuel tailwinds: Brazil increasing corn-to-ethanol, RVO opportunities for 2026-2027, E15 legislation moving through Congress, California enacted E15 law. C&F competitors signaling price increases but lagging implementation due to high field inventory. Competitive pricing pressures easing. Deere confident in own price realization trajectory.
Calendar 2025 Q3
on the margin side between pricing, production efficiencies, if you could just give us the puts and takes
Show response
FY2026 tailwinds: small ag/C&F production normalization, 2-4% list price increases, continued cost reduction focus. Tariff regime uncertainty remains wildcard.
UNPUnion Pacific Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
if things get long drawn or you see a bigger than bigger impact, how should we think of your capital return plan
Show response
Jennifer confirmed $1.7B already returned in Q1, nearly halfway to the $4-4.5B annual target, noting share repurchases are the flexible lever if conditions worsen.
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 |
|---|---|---|
| DE Deere & Company | 2 | —Rate withheld: fewer than 3 questions |
| UNP Union Pacific Corporation | 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 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy1
- Competitive Dynamics1
- Margin1
- Pricing1
- Capital Allocation1