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Analyst
Joe Altobello
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 7).
- Questions
- 9on tracked calls
- Challenge rate
- 22%2 of 9 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 7with 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. See how we grade analysts on earnings-call questions.
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 9 of 9 questions from 1 company
HOGHarley-Davidson, Inc.9 questions · 7 reporting periods · 2 of 9 challenging
Calendar 2026 Q3
What's the right number you think dealers should hold in, call it, a mid-single-digit growth environment?
Show response
Root gave no target level, saying dealer inventory will grow a little to support the wider product range while staying disciplined.
What specifically did you hear from them that they want to see from corporate in '27?
Show response
Starrs said dealers want continued execution on the stated strategy and are excited about the Sprint and Sportster launches.
Calendar 2026 Q2
could you quantify the impact of production units being below shipments this year?
Show response
Asked for the quantified deleverage from producing below shipments and for intra-quarter retail cadence. Root gave no number and referred back to prior-quarter Back to the Bricks commentary.
Calendar 2026 Q1
there's a reason why Sports or was discontinued, right? It was hard to make money.
Show response
Starrs claimed comfort with unit economics but gave no margin figures, leaning instead on enterprise lifecycle value from P&A, service and the used market.
Calendar 2025 Q3
you expect global inventories to end at about 43,000 or so units. and that number comes down a little bit further
Show response
Root validated the unit math but left the normalized HDFS operating income question unanswered, deferring to next quarter.
Calendar 2025 Q2
the underlying profitability of that business looks like it got better than you guys originally anticipated
Show response
Root credited stabilizing used values, dealer auction participation and repossession rates, then gave a specific normalized earnings figure.
Calendar 2025 Q1
Obviously, Jochen, you've announced that you're looking to retire this year. I guess, first, any update on timing
Show response
Zeitz gave no timing, saying he is not on the search committee, and did not address whether a successor would influence the HDFS decision.
the genesis of this is you guys don't feel like you're getting full value of your stock for this business
Show response
Root confirmed the premise outright, which is an unusually direct concession on the motive behind the review.
Calendar 2024 Q4
Where was the big margin surprise? Because revenue was in line. Shipments were maybe slightly below expectations.
Show response
Root listed down days, Softail retooling cost and volume deleverage but did not quantify the individual contributions to the margin miss.
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 |
|---|---|---|
| HOG Harley-Davidson, Inc. | 9 | 22%2 of 9 questions |
- HOGHarley-Davidson, Inc. · 9 questions22%2 of 9 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 | 100%1 of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 100%1 of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 2 | 0%none of 2 questions | 1 |
- 2024 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 100% (1 of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin4
- Inventory3
- Product Launch3
- Demand2
- Credit2
- Capital Allocation2
- Guidance Reliability1
- M&A1