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Analyst
Jeffrey Stevenson
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 4).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 8 of 8 questions from 1 company
BLDRBuilders FirstSource8 questions · 4 reporting periods · 0 of 8 challenging
Calendar 2026 Q2
Can you talk about the size, value, and complexity of single-family housing starts this year
Show response
Beckmann said home size is stable and value engineering continues at a modest 1 to 2% level, so it is not a major factor this year.
I was wondering if you could provide any more color on the $50 million reduction in CapEx guidance
Show response
Beckmann framed the cut as capital conservation, redeploying existing fleet and pausing growth investment in markets that already have density.
Calendar 2025 Q3
I wondered if you've seen any improvement in industry supply-demand imbalances as we move through the back half of the year?
Show response
CEO sees market stabilizing after aggressive moves. Focus on return on investment (not just EBITDA) for truss. BFS cost position from productivity work makes them the decider on business.
I wondered if the M&A pipeline has started to see some improvement as the year progressed.
Show response
CEO excited about Las Vegas door/millwork acquisitions filling a product gap. Pipeline has some movement but uncertainty still ebbs and flows.
Calendar 2025 Q1
you're seeing any benefit from improved seller expectations or whether potential sellers are pulling back right now
Show response
CEO confirmed sellers pulling back, deals being pulled off the table. Expressed satisfaction getting Alpine done before uncertainty increased.
I wondered if they were positive in the first quarter? And then Peter, you talked about some of the labor disruptions we've seen due to the administration's immigration policy
Show response
CEO confirmed core install performing well despite multifamily headwind. Third-party subcontractor model remains functional. Immigration impact depends on scope of enforcement.
Calendar 2024 Q4
on a year-over-year basis, are you expecting single-family mix headwinds to moderate as we move through fiscal '25
Show response
CFO confirmed stable mix expected from Q4 exit through 2025, with some lapping of headwinds in H1.
historically, what percentage of first-quarter sales are from March? And could you experience some pent-up demand if weather cooperates
Show response
CEO confirmed March importance but did not quantify the percentage, offering a lighthearted acknowledgment.
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 |
|---|---|---|
| BLDR Builders FirstSource | 8 | 0%none of 8 questions |
- BLDRBuilders FirstSource · 8 questions0%none of 8 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 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Pricing3
- M&A2
- Capex Investment1
- Capital Allocation1
- Competitive Dynamics1
- Revenue Growth1
- Labor Market1
- Regulation Policy1