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Analyst
Jonathan Bettenhausen
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned 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 5 of 5 questions from 3 companies
DHID. R. Horton2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
are there any metros specifically to call out that you're seeing outsized growth? Or is it more just kind of broad across the region
Show response
Murray said North region growth is broad-based and reflects prior investments now maturing. Pleased with team performance as Texas and Florida are not as dominant as historically.
Can you talk about the kind of investment thesis in the North
Show response
Murray said they targeted underpenetrated markets for national share gains through combination of organic greenfield growth and tuck-in acquisitions.
PHMPulteGroup2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
I'm assuming the expectation here is that inventory will be a cash tailwind in the back half.
Show response
CFO confirmed inventory reduction from higher back-half closings is the operating cash flow tailwind, nothing else notable.
any big pipeline moves during the quarter outside of trend, relative to kind of the geographic footprint?
Show response
CFO described a typical quarter for land, putting roughly 13,000 lots under control and downplaying Florida lot-count reads.
MLMMartin Marietta Materials1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
Can you quantify how much or even if weather is set back pricing in the industry
Show response
Michael noted pricing at 7.5% well above 3-4% pre-COVID norms. Ward added activity begets confidence which begets pricing, upside if weather cooperates.
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 |
|---|---|---|
| DHI D. R. Horton | 2 | —Rate withheld: fewer than 3 questions |
| PHM PulteGroup | 2 | —Rate withheld: fewer than 3 questions |
| MLM Martin Marietta Materials | 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 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Geographic Expansion3
- Demand2
- Competitive Dynamics1
- Inventory1
- Capital Allocation1
- Capex Investment1
- Pricing1