Jared Levine

Industrials

Limited coverage. Only 6 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

Q1 '25Q1 '26

Focus Areas6 topics

Demand4Competitive Dynamics3Guidance Reliability1Revenue Growth1M&A1Macroeconomic1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History

6 questions

ADPADP2 quarters

2026 Q1

I wanted to start in terms of the implied 4Q guidance. I know you're not guiding FY '27 at this time, but anything to call out

Guidance ReliabilityRevenue GrowthView in transcript →

good to hear about the record 3Q Employer Services retention rate. Can you dig into if that was broad-based or specific any areas

Competitive DynamicsDemandView in transcript →

2025 Q3

I just want to confirm that actually came in line with your expectations for 1Q. And I guess what drives the confidence that you can accelerate that growth

DemandView in transcript →

in terms of the PEO July 1 enrollment period, can you talk about your performance there? Did you witness any change in participation rates

DemandCompetitive DynamicsView in transcript →

PAYXPaychex1 quarter

2025 Q1

Can you discuss how you currently partner with benefits brokers across both the flex and PEO business and how that might evolve over time with Paycor a part of your business?

Competitive DynamicsM&AView in transcript →

ignoring the at-risk health insurance, has there been any change in the demand environment relative to last quarter? Even if you kind of look at the past few weeks, there with more of the, call it,...

MacroeconomicDemandView in transcript →