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Analyst
Joanna Dynak
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q3 (4 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 33%1 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
LHLabCorp2 questions · 2 reporting periods · 1 of 2 challenging
Calendar 2025 Q3
We only have 1 quarter left, yet the EPS guidance do have a very wide range of $0.35. Like what are the major moving pieces
Show response
Adam explained the wider range is driven by BLS divestiture/consolidation timing uncertainty. Diagnostic ranges have been narrowed. Moving as fast as possible on restructuring but timing is uncertain.
Calendar 2024 Q4
what's the total weather impact for '24 and is weather day and payroll day going to be tailwind or headwind for fiscal '25?
Show response
Adam confirmed $0.10 weather impact in January 2025 built into guidance. Payroll will be a tailwind. Julia added Q1 has one less revenue day offset by one less payroll day.
CAHCardinal Health1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Can you give us an update, what's the AOI percentage? And what percentage of Cardinal Health branded do you expect to recover
Show response
Jason disclosed ~$4B Cardinal brand revenue within GMPD, clearly higher margin than national brand. Declined to break out profit specifics. Pursuing USMCA and Nairobi protocol exemptions.
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 |
|---|---|---|
| LH LabCorp | 2 | —Rate withheld: fewer than 3 questions |
| CAH Cardinal Health | 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 |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 100%1 of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin2
- Trade Tariffs1
- Guidance Reliability1