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Analyst
Martin Englert
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 3).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 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 4 of 4 questions from 2 companies
NUENucor2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
What's your underlying assumption for scrap raw materials caused quarter on quarter and what's your thoughts on February's first scrap move?
Show response
Leon indicated scrap pricing may rise slightly with improving demand but expected moderation through Q1.
The downstream product sequential volume gains quarter-on-quarter in 1Q, what specific product lines do you see increasing quarter-on-quarter?
Show response
John Hollatz identified Joist & Deck as seeing the biggest backlog increase, with other downstream businesses expected to remain similar with normal seasonality.
STLDSteel Dynamics2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
what's the maximum capacity of the rolling asset if there were no slab constraints upstream?
Show response
Management confirmed 650,000 metric tons per year nameplate, noting teams may squeeze more out over several years.
Calendar 2026 Q1
Could you qualitatively touch on positives and negatives quarter-on-quarter—what moved higher, what moved lower
Show response
Barry noted small increases in paint costs but no major concerns on energy despite global disruptions. Theresa added product mix has significant impact on apparent conversion costs, long/structural products carry higher conversion costs, so strong demand in those segments can make aggregate conversion costs appear elevated.
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 |
|---|---|---|
| NUE Nucor | 2 | —Rate withheld: fewer than 3 questions |
| STLD Steel Dynamics | 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 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 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.
- Cost Pressure2
- Capex Investment1
- Supply Chain1
- Demand1
- Revenue Growth1