Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Jon Windham (UBS) — Tellvest

Analysts/Jon Windham

Jon Windham

UBS

EnergyIndustrials

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q2 '26

Focus Areas6 topics

Demand3Regulation Policy1Macroeconomic1Product Launch1Supply Chain1Trade Tariffs1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

FSLRFirst Solar2 quarters

2026 Q2

just curious if you have any early thoughts on potential impact on broader solar installations

Regulation PolicyDemandView in transcript →

2025 Q3

Was the cancellation related to BP, was that all from international factories?

DemandProduct LaunchView in transcript →

GNRCGenerac2 quarters

2026 Q2

What are the self-help levers that you can control to maybe get that business back on a growth trajectory?

DemandMacroeconomicView in transcript →

2025 Q1

Just looking at your global manufacturing footprint, can you remind us the activities for Mexico, India, and China at the manufacturing facilities?

Supply ChainTrade TariffsView in transcript →