Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Liam Burke
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 4 of 4 questions from 1 company
PWRQuanta Services4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
your backlog, similar to what you discussed last quarter, is more broader based across the businesses rather than you bringing in these larger projects?
Show response
Duke confirmed backlog is broad-based, with lumpy book-to-bill quarters of roughly 1.5 to 1.6x ahead as large projects are booked; timing on the big work is hard to predict.
Calendar 2026 Q1
Is this an increasing trend in the business and this would imply that it's pressing your competitive advantage even further?
Show response
Duke confirmed increasing trend of negotiated total-cost programs versus one-off project bids, leveraging Quanta's position as top-5 HV equipment buyer.
Calendar 2025 Q4
are you seeing sufficient opportunities to either add to your base business or large enough to actually make a difference
Show response
Duke confirmed robust M&A pipeline with both platform and bolt-on opportunities. Known the Wilson family his whole career, cultural fit paramount.
Calendar 2025 Q2
Bell Lumber, is that a platform you can grow organically? Or is that purchase just to serve your regional needs?
Show response
Duke explained the 40% investment in Bell provides supply chain certainty for poles as fourth-largest HV equipment buyer, complementing transformer capabilities.
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 |
|---|---|---|
| PWR Quanta Services | 4 | 0%none of 4 questions |
- PWRQuanta Services · 4 questions0%none of 4 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 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation2
- Demand1
- Revenue Growth1
- Competitive Dynamics1
- Pricing1
- M&A1
- Supply Chain1