Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Joel Santos
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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
TXTTextron2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
can you give us some more color on how net pricing and performance have been year to date? And if those align with your expectation
Show response
Donnelly focused on demand strength rather than specific pricing metrics. Book-to-bill positive in Q1.
can you guys give us some more color on the strategy in place for continuing to grow the segment? And how that's impacting the overall profitability
Show response
Donnelly attributed aftermarket growth to strong fleet utilization and flying hours across the large installed base.
GEGE Aerospace1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
As we look through the rest of 2026, how should we think about the sustainability of growth and margins in the segment
Show response
Ghai confirmed DPT on track for full-year guidance with high-teens revenue growth expected. Q1 margins light due to equipment mix but expected to improve through the year. Trending toward higher end of DPT guidance.
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 |
|---|---|---|
| TXT Textron | 2 | —Rate withheld: fewer than 3 questions |
| GE GE Aerospace | 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 |
|---|---|---|---|
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Margin2
- Pricing1
- Demand1