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Analyst
Kevin Wilson
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 3).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 2questioned 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 6 of 6 questions from 2 companies
JJacobs Solutions4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q2
speak to the trends for Environmental specifically? Was this quarter a bit weaker than expected there?
Show response
Pragada confirmed environmental softness from U.S. administration regulatory pauses but expects inflection as environment stabilizes, standing behind 4-6% CAGR target.
Any update on the investment in PA Consulting? Last quarter, I think you made a point to highlight
Show response
Pragada described positive ongoing dialogue with PA partners, incorporating retrospective performance and synergistic value, but provided no specific timeline or valuation details.
Calendar 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
Show response
Pragada reframed tariff risk as an advisory opportunity, noting clients are seeking supply chain counsel rather than canceling projects.
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
Show response
Nathamuni confirmed $75-95M restructuring range on track with fairly steady quarterly cadence through the rest of FY2025.
URIUnited Rentals2 questions · 1 reporting period · 0 of 2 challenging
Calendar 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
Show response
Matt said the pipeline of new markets continues. Final number depends on execution (finding real estate and talent). Most cold starts fill specialty white space for newer product lines. No change in strategic view.
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?
Show response
Matt confirmed local market assumed flattish in guidance. Growth driven by big projects. Pipeline largest in his 35 years. No rebound or deterioration assumed for local markets.
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 |
|---|---|---|
| J Jacobs Solutions | 4 | 0%none of 4 questions |
| URI United Rentals | 2 | —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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Product Launch1
- Capex Investment1
- Macroeconomic1
- Regulation Policy1
- M&A1
- Capital Allocation1
- Trade Tariffs1
- Competitive Dynamics1
- Cost Pressure1
Show all 11 topics
- Margin1