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Analyst
Nathan Treybeck
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters; questions recorded in 2).
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 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.
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 2 of 2 questions from 2 companies
RMDResMed1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
Are you seeing anything that would suggest that U.S. mass strength that you saw in fiscal Q2 will persist at that level
Show response
Mick said market growth is high single digits for masks, so 700bp outperformance won't repeat every quarter. But expects to meet and beat high single-digit mask growth on an ongoing basis through demand gen, ReSupply and promotional programs.
SOLVSolventum1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
any finer point you can give on what parts of the portfolio would drive the acceleration relative to '26.
Show response
Bryan said all three segments are expected to accelerate off the ex-SKU 3.5-4% base, led by growth drivers, but gave no specifics; Wayde deferred HIS P&L detail to a future update.
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 |
|---|---|---|
| RMD ResMed | 1 | —Rate withheld: fewer than 3 questions |
| SOLV Solventum | 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 |
|---|---|---|---|
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Demand1
- Guidance Reliability1