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Analyst
Katie Fleischer
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 3).
- Questions
- 4on tracked calls
- Challenge rate
- 25%1 of 4 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. 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 4 of 4 questions from 3 companies
AONAon2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2026 Q2
I think the 3% year-to-date is a little bit below the full-year guide there.
Show response
Reese maintained the 4% to 8% objective and cited the 2024 and 2025 cohorts contributing over 100 basis points, but conceded the rest of the year is hand-to-hand combat.
I am just trying to understand the bridge, right, from 3% year-to-date to 4% on the full-year guide
Show response
Case reframed the question around hire quality rather than the requested bridge, leaving the path from 3% to the guide range unquantified.
GWWW. W. Grainger1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Is there any way to quantify the amount of price increase requests that you have gotten from your suppliers and how long that will take to flow through
Show response
DG declined to quantify requests but noted they've been all over the map; ~3 months inventory means more impact in Q3 and beyond.
ZBRAZebra Technologies1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
Is there anything that we should think about for the segments that's different from this quarter? Or is it fair to assume that those margins are pretty steady
Show response
Winters confirmed no major changes in segment gross margin profile between Q3 and Q4.
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 |
|---|---|---|
| AON Aon | 2 | —Rate withheld: fewer than 3 questions |
| GWW W. W. Grainger | 1 | —Rate withheld: fewer than 3 questions |
| ZBRA Zebra Technologies | 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Labor Market2
- Revenue Growth1
- Guidance Reliability1
- Competitive Dynamics1
- Margin1
- Cost Pressure1
- Pricing1