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Analyst
Matt Milask
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with 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 3 of 3 questions from 1 company
ODFLOld Dominion Freight Line3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
you are seeing this uptick sort of broad-based across the book or is it still concentrated in a handful of end markets?
Show response
Said the uptick is consistent across regions, national accounts, small customers and 3PL business, and noted 100% insourced linehaul avoids purchased transportation inflation.
How would you characterize the financial health of smaller regional providers at this point?
Show response
Declined to characterize smaller carriers' financials, saying most are private and their operating ratios are not visible to Old Dominion.
Calendar 2026 Q1
For yields, and I'm assuming contract renewals seem to remain pretty strong. Curious if that strength and stability is sort of universal across the entire book
Show response
Adam noted 3PLs are about 1/3 of revenue, GRI applies to 25% of revenue (tariff-based), and approach is consistent year-to-year which helps customers plan and builds partnership relationships.
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 |
|---|---|---|
| ODFL Old Dominion Freight Line | 3 | 0%none of 3 questions |
- ODFLOld Dominion Freight Line · 3 questions0%none of 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 |
|---|---|---|---|
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Demand1
- Supply Chain1
- Cost Pressure1
- Pricing1