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Analyst
Mitch Moore
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters; questions recorded in 2).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned 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. 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 4 of 4 questions from 2 companies
AOSA. O. Smith2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
any chance you could give us any color on which direction you are leaning?
Show response
Shafer kept every option open and described the process and levers without indicating a direction, deferring the conclusion to the next earnings call.
I think you mentioned the IEEPA refunds were minimal in the quarter. Could you just quantify that?
Show response
Anderson quantified the refund at about a penny and said tariffs including refunds are not expected to materially affect full-year earnings or margins.
NDSNNordson Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
what are you expecting from the polymer processing versus kind of the rest of the business?
Show response
CEO confirmed polymer processing is at the bottom of the trough with order entry and backlog building, expecting it will stop being a drag on IPS results.
looks like there's some pretty healthy growth implied in 1Q. Just if you could help us walk through how much of that is comps
Show response
CFO acknowledged favorable prior-year comps are a factor but emphasized stronger backlog entering the year and ongoing semiconductor demand as the bigger driver of Q1 ATS growth.
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 |
|---|---|---|
| AOS A. O. Smith | 2 | —Rate withheld: fewer than 3 questions |
| NDSN Nordson Corporation | 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 |
|---|---|---|---|
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Revenue Growth2
- M&A1
- Capital Allocation1
- Geographic Expansion1
- Trade Tariffs1
- Margin1