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Analyst
Mike Rehaut
Period: Reporting period mapped to calendar 2026 Q3.
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with 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. See how we grade analysts on earnings-call questions.
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 2 companies
PHMPulteGroup2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q3
if there are any markets that kind of stand out to you as being more challenging from a supply standpoint
Show response
CEO flagged Texas, where all four markets saw more available inventory, while Florida showed no inventory pressure for PulteGroup's buyers.
if you are seeing maybe an increase in opportunities or perhaps sellers are taking a step back
Show response
CEO did not size the opportunity set but said PulteGroup treats M&A as land capital allocation and will only buy what advances its strategy.
SHWThe Sherwin-Williams Company1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
up mid single digits for the full year, on 2026. How much of that is price versus mix?
Show response
Meisenzahl declined to split price from mix but reiterated midterm segment growth targets and the premium product mix benefit.
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 |
|---|---|---|
| PHM PulteGroup | 2 | —Rate withheld: fewer than 3 questions |
| SHW The Sherwin-Williams Company | 1 | —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 |
|---|---|---|---|
| 2026 Q3 | 3 | 0%none of 3 questions | 2 |
- 2026 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics1
- Inventory1
- Demand1
- M&A1
- Capital Allocation1
- Pricing1
- Revenue Growth1