Nick Housden

Industrials

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

17%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q4 '25

Focus Areas9 topics

Demand3Revenue Growth2Guidance Reliability1Geographic Expansion1Supply Chain1Trade Tariffs1Cost Pressure1Margin1Subscriber Growth1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

OTISOtis Worldwide25% challenging3 quarters

2025 Q4

it'd be good just to kind of understand how you think about the annual growth potential in that business in the next couple of years

Revenue GrowthDemandView in transcript →

I'm just wondering what it will take to get back to the kind of 10% plus ambitions that you've previously discussed at Investor Days

ChallengingGuidance ReliabilityRevenue GrowthView in transcript →

2025 Q1

I was hoping you could just discuss some of the one-off costs that you have in operating profit beyond the restructuring programs that you've previously communicated?

Cost PressureMarginView in transcript →

2024 Q4

If we think about the 4.2% growth in the installed base, is it possible to break this down into New Equipment conversions, retention recapture and then also Mod conversions?

Subscriber GrowthDemandView in transcript →

PCARPaccar1 quarter

2025 Q2

in terms of the Q3 deliveries, I think you said 32,000 to 33,000. Can you provide any comments around the regional breakdown

DemandGeographic ExpansionView in transcript →

Can you provide any comments just around what the breakdown for the supply chain is

Supply ChainTrade TariffsView in transcript →