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Analyst
Joe Federico
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned 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 1 company
HSICHenry Schein3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
you expect year-over-year growth throughout the remainder of the year on a quarterly basis, right?
Show response
Fred confirmed expected equipment growth in H2 on strong bookings; Ron detailed the ~2/3 traditional, ~1/3 digital mix with low-single-digit digital growth.
Calendar 2026 Q1
does that mean that premium was more flat to down? And is that possibly a function of the consumer
Show response
Ron confirmed premium implant flatness was more pronounced in the US than Europe, with the 2:1 premium-to-value mix ratio. Acknowledged possible consumer pressure but noted Q1 was in line with expectations with improved growth expected as year progresses.
Calendar 2025 Q4
How do you view the sustainability of that implant performance
Show response
Ron noted specialty market growth assumption of 5-8% but acknowledged US market is definitely below 5%. European growth led by Biotech and Camlog executing well. S.I.N. US launch in Q4 provides optimism for 2026 US growth improvement.
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 |
|---|---|---|
| HSIC Henry Schein | 3 | 0%none of 3 questions |
- HSICHenry Schein · 3 questions0%none of 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Revenue Growth2
- Competitive Dynamics2