Kevin Wilson

Industrials

Limited coverage. Only 6 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

Q4 '24Q4 '25

Focus Areas11 topics

Demand2Product Launch1Capex Investment1Macroeconomic1Regulation Policy1M&A1Capital Allocation1Trade Tariffs1Competitive Dynamics1Cost Pressure1Margin1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

JJacobs Solutions2 quarters

2025 Q2

speak to the trends for Environmental specifically? Was this quarter a bit weaker than expected there?

Regulation PolicyDemandView in transcript →

Any update on the investment in PA Consulting? Last quarter, I think you made a point to highlight

M&ACapital AllocationView in transcript →

2024 Q4

to what extent are you thinking about the risk to projects in the pipeline, or your win rates or your competitive positioning in international

Trade TariffsCompetitive DynamicsView in transcript →

wondering if you could provide an update on your expectations for the year. I think last quarter, you guided to $75 million to $95 million

Cost PressureMarginView in transcript →

URIUnited Rentals1 quarter

2025 Q4

I think you're expecting 40 specialty cold-starts in 2026, which is healthy, but down a bit from the number you had 2025 and 2024. I am wondering if you could speak to the strategy there

Product LaunchCapex InvestmentView in transcript →

what's embedded in the revenue guide in terms of local market demand? Can we still call that flattish, which is, I think, what you said last quarter?

DemandMacroeconomicView in transcript →