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Analyst
Noah Poponak
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 70on tracked calls
- Challenge rate
- 34%24 of 70 questions
- Companies
- 12questioned at least once
- Reporting periods
- 7with 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 70 of 70 questions from 12 companies
HIIHuntington Ingalls Industries13 questions · 6 reporting periods · 7 of 13 challenging
Calendar 2026 Q2
why you'd be flat in the back half versus the double-digit growth in the first half
Show response
Stiehle attributed the tough Q4 comp to a large prior-year material quarter at Ingalls plus conservatism, noting four quarters in a row of double-digit growth.
Calendar 2026 Q1
in reiterating the full year, it actually now you would need shipbuilding revenue down year-over-year for the rest of the year to do the midpoint of the guide. Is that possible?
Show response
Stiehle confirmed no revenue contraction expected. Guide is on conservative side. Expects incremental quarterly growth in shipbuilding to continue. Holding guide to avoid getting ahead of themselves.
is it possible to provide any more color on the sticking points in the -- in getting to the finish line on the next batch of nuclear subcontracts
Show response
Kastner declined to comment on specific negotiation points. Described it as a significant, very important contract that all parties need to get right. Going through the approval process.
if we were looking at that right now and then right next to it, we had the version you had of that from a year ago, do those look significantly different?
Show response
No material change in pre-COVID to post-COVID transition timeline. On track for 2027 crossover to majority post-COVID work. Current backlog is approximately 50-50. New awards will continue to shift the mix.
Calendar 2025 Q4
How help us better understand how the shipbuilding margins are flat for that full two-year window?
Show response
Kastner and Stiehle explained that elevated overtime and outsourcing costs to accelerate ship deliveries are pressuring margins. New contract starts are booked conservatively. FY2025 improved 70bps over FY2024 (5.2% to 5.9%). Incremental annual improvement expected. 9-10% margin target remains aspirational.
Can you talk a little bit more about that? I mean, how much upside and specifically, on the SSC win, when does that start ramping up for you?
Show response
Kastner expects minimal frigate revenue impact in 2026 due to existing NSC long-lead material, with ramp starting in 2027. Battleship will have modest 2026 revenue. Design approach still being defined with Navy and BIW.
Calendar 2025 Q3
Can you talk about why philosophically or mechanically and whether that's mechanically in the actual work or the nature of your contracting, why would throughput and top line growth improve before ...
Show response
Kastner and Stiehle explained that one strong quarter retires risk but doesn't immediately convert to higher booking rates on multi-year contracts. Need sustained performance over multiple quarters to adjust EACs upward.
Chris, 4% is in the rearview mirror. What do you mean by that?
Show response
Kastner explicitly stated the 4% midterm shipbuilding growth guidance is likely no longer valid and growth will exceed that level. Will provide updated guidance on the year-end call.
you highlighted the shipbuilding revenue in the quarter being almost $250 million ahead of your plan, but then only raising the full year by $50 million.
Show response
Stiehle acknowledged some Q4-to-Q3 pull-ahead but said there is real substance to the growth from earned throughput, Charleston Operations, and 23 qualified outsource vendors. Year-to-date shipbuilding growth is 6.1%.
Calendar 2025 Q2
can you give us a sense for the split -- on the labor front, the split between the need to improve new hiring versus the need to improve attrition
Show response
Hiring and retention are directly linked, more experienced hires stay longer and improve efficiency, reducing the need to hire as many people.
it feels like there's a little bit of a chasm between the very significant change in funding and treatment of your business and the Navy overall by the government in the budgets, and what you're do...
Show response
Kastner confirmed it simply takes time to translate funding into results while working through pre-COVID contracts. Tailwinds are real but the transition is gradual through 2027.
Calendar 2025 Q1
I was curious what your sense is for why that changed in the process? And how likely or unlikely it is that that you eventually see SAS
Show response
Kastner said the SAS investments are showing up in the Block V contract and should continue in Block VI/Columbia Build II regardless of the SAS label. The identified investments are required to reach the build rate.
how much have you been able to raise wages in recent periods to get the attrition improvement that you referenced? And how much more do you have to raise wages
Show response
Kastner attributed attrition improvement primarily to hiring strategy shift toward experienced labor rather than broad wage increases. Union labor arrangements limit broad wage adjustments.
TXTTextron13 questions · 6 reporting periods · 3 of 13 challenging
Calendar 2026 Q2
what is the potential for facing this need for reprogramming of dollars on MV-75 multiple years in a row?
Show response
CEO framed the ATR as a one-time timing artifact and pointed to the FY27 FYDP request as evidence of normalized funding.
Do you still get to the low end of 11% to 12% for the full year?
Show response
CFO confirmed the 2026 margin shape as described but deferred any 2027 framing to the January guidance call.
Calendar 2026 Q1
on the Bell margin, if you could give us a little more color on the year-over-year change and how it progresses to get to the guidance for the year
Show response
Rosenberg attributed Bell margin decline to lower commercial helicopter deliveries (timing and completion delays) and unfavorable military mix with legacy programs down while MV-75 grew. Commercial expected to normalize with Q4 peak. Overall improvement through remaining quarters to reach 8-9% guide.
when you look at the backlog and the coverage, how are you balancing you want to grow and you want to get customers' jets, but you also want to protect the downside nodes of cyclicality
Show response
Atherton said targeted improvements on specific type models sold out for years, aiming to bring lead times to around 18 months. Not disrupting backlog structure. Noah pressed on equilibrium level and Atherton confirmed approximately 200 jets per year is the right number.
Calendar 2025 Q4
With what you're telling us today, on the LRIP, and once you take the charge, is that still the view
Show response
Rosenberg confirmed flat Bell EBIT guidance is maintained despite LRIP catch-up. Expects relatively steady state over the next couple of years, then acceleration benefits kick in.
the guidance for '26 is flat to down, I guess. So are we just recasting the aviation margin, or are we also resetting the aviation margin expectation
Show response
Rosenberg said it is purely a recast from eAviation realignment, not a margin reset. Incrementals should be 20-25%, key driver is factory efficiency improvement plus solid pricing. Aftermarket growing 6%. 2025 volume came in slightly below expectations.
Calendar 2025 Q2
fixed the LRIP pricing at the time of the bid where by the time you get to LRIP, there's been cost creep, so your LRIPs are breakeven or loss making
Show response
Donnelly acknowledged first 8 LRIP aircraft will have challenging margins as fixed-price. Supplier pricing locked in but not yet definitized.
just how you're thinking about setting supply and deliveries at Cessna for the rest of this year and into next year
Show response
Donnelly said 2-year supply chain communication well understood. Supply chain in much better condition than 2 years ago but execution issues still pop up.
does total program revenue grow each of the next few years or does it decline at any point in the window
Show response
Donnelly said MV-75 revenue likely growing next few years with EMD acceleration and LRIP pull-forward, but Army budgeting for FY27+ still in progress.
Calendar 2025 Q1
maybe you could just talk about the demand environment in the private jet market. Obviously, it's hard to predict the future
Show response
Donnelly said some customers pausing but backlog provides 18-month visibility that insulates decision-making from short-term uncertainty.
maybe you could just give us your updated plan on production and delivery growth through the rest of the year as you continue to recover from the strike
Show response
Donnelly confirmed ramp trajectory intact with factory metrics returning to pre-strike levels. Expects margins below guide in H1, above in H2.
Calendar 2024 Q4
it would be lower than 2023 and the conversion from net income or the free cash margin, I think a little light of where you've talked about
Show response
Connor cited military payment timing, inventory build for production ramp, and higher CapEx for FLRAA as drags on cash conversion.
Maybe just walk us through the pieces that would bring the Bell margin down that much in 2025
Show response
Donnelly explained V-22 and H1 volumes declining while growth comes from dilutive FLRAA and commercial OEM deliveries, but targeting flat profit dollars.
TDGTransDigm Group9 questions · 5 reporting periods · 3 of 9 challenging
Calendar 2026 Q1
Is there a way to think about where the margins go, 2027, 2028 versus last year
Show response
Mike gave a clear framework: roughly 1 to 1.5 points of same-store margin improvement per year, with acquisition dilution creating near-term noise.
Calendar 2025 Q4
the lumpiness in distribution being a headwind, and then the statement of POS at distribution grew double digits
Show response
Mike explained the paradox: sell-in to distributors is getting a headwind while distributor sell-through to end market is higher, meaning net distributor inventory is contracting. Expects headwind to become tailwind through Q2-Q4.
I was hoping maybe you could quantify how much faster the bookings growth was compared to revenue
Show response
Mike declined to give specific quarterly bookings numbers but said bookings grew into double digits, ahead of sales growth. Uses rolling 12-month average for analysis. FY2025 book-to-bill was above 1.0 which supports FY2026 outlook.
Calendar 2025 Q2
reiterating the full year high single to low double implies that the fourth quarter growth rate is a significant acceleration versus the first 9 months of the year
Show response
Mike noted year-to-date aftermarket is up 10%, sitting in the middle of guidance range. On OEM, destocking should be temporary and short-lived with Q4 returning to positive growth. Commercial transport bookings approached double digits.
Do you have visibility into the length of inventory that's still in the channel?
Show response
Mike said visibility is limited because TDG ships through sub-tier suppliers, not directly to OEMs. Customers can realign backlog. Does not expect a material headwind going forward.
Calendar 2025 Q1
What are you expecting for the full year on free cash and an income conversion? And is it now the same number
Show response
Sarah confirmed no change in full year free cash flow guidance of just over $2.3B. Year-to-date working capital as percentage of sales is in line with expectations.
Are you just looking at a lot of assets that late in the process, the multiple is just too high? Or are there other reasons things are falling out
Show response
Kevin said they've screened a tremendous number including $10B+ targets. Last year was second-best EBITDA acquired year ever. Discipline means sometimes saying no but pipeline remains very active.
Calendar 2024 Q4
the guidance for the year at the midpoint would imply that, that EBITDA margin is essentially flat through the rest of the year
Show response
Kevin cited full-year acquisition dilution impact and noted Q1 had a special OEM mix situation from the strike. Aims to be conservative on margin forecasting.
are you surprised to have two quarters in a row of up seven seat miles are still growing a little faster than that
Show response
Kevin noted TDG is up 33% from Q1 FY2023, freight is a drag but bottoming out, engine businesses doing significantly better. Slightly above internal expectations.
TDYTeledyne Technologies9 questions · 3 reporting periods · 2 of 9 challenging
Calendar 2026 Q1
on the instrumentation margin. Maybe you can just maybe just talk about how you see that progressing through the rest of the year.
Show response
Q1 was lowest margin quarter for instrumentation due to T&M mix. Margins expected to increase each quarter, targeting ~27.5% by year-end with 29% in Q4. Protocol analyzer recovery key driver.
is it possible to state or quantify what short-cycle industrial revenue growth was in the quarter and what defense revenue growth was in the quarter and then what's in the full year 2026 revenue gu...
Show response
U.S. government +9%, international +4% (organic). International now 48% of portfolio vs <15% twenty years ago. Short-cycle industrial 3-4%, defense high single digits.
Why would total company organic not accelerate?
Show response
Acknowledged conservatism. FX benefit expected to fade from 2% in Q1 to 0% in H2. If FX shifts, revenue would increase correspondingly. Conservatism is a source of potential upside.
Calendar 2025 Q2
you're sort of saying what was 6 and 1 is 5 and 2. So you're still adjusted for the pull forward. You're still projecting a not insignificant decel in total organic revenue growth when the long cyc...
Show response
Acknowledged conservatism may be excessive. Operations reviews starting to challenge business unit sandbagging. Hope to recapture pull-ins in Q3/Q4. Tariff volatility makes demand direction genuinely uncertain.
Could you spend another minute on the Digital Imaging margins and what you're thinking happens in the back half?
Show response
FLIR Defense margins from <15% at acquisition to 24.2% in Q2 (+30bps YoY). DALSA/e2v margins down 100bps mostly from $5.3M restructuring costs. Overall DI only down 10bps or flat. FLIR 'carrying the day' while DALSA/e2v is restructured.
Do you guys have growth in orders versus growth in revenue or a book-to-bill for the first half of the year in what you would call broadly defined short cycle or in machine vision and instrumentation?
Show response
Instruments H1 book-to-bill ~1.0 (Q1 1.04, Q2 0.97). Environmental healthier. T&M still just below 1. Marine above 1. DALSA/e2v Q2 book-to-bill 1.23 (from 1.02 in Q1). FLIR 1.17 Q1, 1.02 Q2.
Calendar 2024 Q4
what are you seeing in those businesses in machine vision and instrumentation? And how did you go about deciding what kind of recovery to assume in the guidance in those businesses?
Show response
Segment-by-segment organic: Instruments 3.8%, DI 2.8%, A&D 4% (8% with Micropac), Engineered Systems 2.3%. Everything growing low-to-mid single digits.
Robert, you referenced 4% growth top line in the 2025 guidance. Is that 3% organic and a point from Micropac or is that 4% organic?
Show response
Total 4.2%: 3.2% organic, 1.1% from Micropac, Valeport, and Adimec acquisitions.
if Excelitas closes on schedule, can you talk about what that adds in revenue, EBITDA, earnings to the year?
Show response
~$15M/month in revenue, timing dependent on close. Not included in current guidance.
BAThe Boeing Company8 questions · 6 reporting periods · 4 of 8 challenging
Calendar 2026 Q1
you made an interesting comment on longer-term free cash flow that you think you could have significant growth beyond the 10
Show response
Malave outlined three compounding FCF drivers: burning off drags via higher production, stepping into higher-priced backlog, and volume-driven cost reduction. BDS march to high single-digit margins and BGS growth as additional contributors.
Do you see 1Q as the low watermark for the BDS margin for the year?
Show response
Malave confirmed Q1's 3.1% margin is roughly the low point, guided to approximately 3.5% for the full year with progressive improvement.
Calendar 2025 Q4
is the total of those pieces greater or less than $7 billion
Show response
Malave confirmed bridge items total $6-7B in aggregate. Excess inventory drawdown is a mitigant. DOJ payment one-time. BCA cash margins expected to improve but stopped short of specifics.
Calendar 2025 Q3
do the remaining months of this year have 42 production units? Or is there some spacing before we actually see that
Show response
Ortberg confirmed already loading at 42 rate, will exit year soundly there. First 6-month break to 47 easiest due to inventory buffer; above 47 more dependent on supply chain readiness.
Calendar 2025 Q2
Clarification on the free cash discussion for this year, if 3Q looks like 2Q and then I put the $700 million on top of that, 4Q would have to be kind of barely positive to be minus 3% for the year....
Show response
Ortberg confirmed $10B FCF target is achievable, just a matter of timing. West said Q4 will be positive; degree depends on delivery and rate performance.
Calendar 2025 Q1
Kelly, how did you reduce traveled work by 50% in a few months? And how did you have a positive defense margin despite the tanker news
Show response
Ortberg explained new travel-ready process stopped 200 of 800 airplane moves to prevent traveled work. Supply chain better than pre-strike. Tanker leading edge crack was small population, quickly addressed.
Calendar 2024 Q4
What is it about the T-7A specifically that it keeps having so much cost creep?
Show response
Ortberg identified root cause as fixed price production without back-to-back supply chain contracts. MOA-1 eliminates concurrency risk; MOA-2 addresses equipment procurement.
if you live with the decisions that were made on the existing programs for until the end of those programs, how do you have confidence
Show response
Ortberg explained charges reflect anticipated supply chain cost increases being locked in at fixed prices, and they are progressively getting supply chain back-to-back.
LHXL3Harris5 questions · 5 reporting periods · 2 of 5 challenging
Calendar 2026 Q1
the reiteration of revenue guidance look a little conservative. I know you have the nonlinear working weeks.
Show response
New CFO acknowledged conservatism in revenue guidance, estimated extra working days worth ~$200M. Noted he is 45 days into the job and expects potential update in July.
Calendar 2025 Q4
Just want to make sure that's what you meant. And then just as a second question
Show response
Confirmed single-digit DOW ownership in missile solutions. Cash from ops growth driven by working capital management and customer/supplier contract structuring to offset CapEx.
Calendar 2025 Q3
Can you actually grow faster than that over the medium term
Show response
Bedingfield confirmed double-digit CAGR expectation across missiles and space propulsion. Kubasik emphasized capacity investments with 150+ buildings and room for 50 more in Camden.
Calendar 2025 Q2
if you could talk about how you expect bookings to trend through the rest of the year
Show response
Kubasik said 1.5 book-to-bill hard to repeat but expects well over 1.0 in Q3/Q4. Multibillion-dollar single awards like T3 or HBTSS could accelerate growth.
Calendar 2025 Q1
the divestiture coming out reiterating the $23 billion for 2026, I think, would require closer to 7% organic growth
Show response
Bedingfield detailed growth drivers: classified IMS award, international booking, space recovery in 2026, AR missile capacity ramp, and F-35 headwind abating.
Show 6 more companies
GEGE Aerospace3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
Could you elaborate on the agreement announced with Eptai
Show response
Larry described EFTIA agreement as supporting third-party aftermarket optionality and lowering cost of ownership. Rahul said nothing abnormal in 2026 FCF, expect less contract asset favorability offset by slower inventory growth, total working capital slightly less headwind than 2025.
Calendar 2025 Q2
I wonder if you can quantify the duration of the pent-up demand? Will it take you 1, 2, 3 years to get through that
Show response
Larry said pent-up demand duration is hard to quantify precisely (3-5 years) given many moving pieces including increased share of cycles, higher-calorie shop visits on aging fleets, and $175B backlog. Noah also asked about supply chain breakthrough; Larry said no single bottleneck solved, just cumulative FLIGHT DECK and organizational improvements.
Calendar 2025 Q1
To what extent was the quarter ahead of the free cash plan? And if it was, how much of that is pure outperformance
Show response
Larry reaffirmed $8B+ shareholder returns with $3B remaining buyback authorization beyond planned $7B. Rahul said Q1 cash came in line with plan.
LDOSLeidos3 questions · 2 reporting periods · 1 of 3 challenging
Calendar 2026 Q1
if it's possible to attempt to speak to the multiyear or maybe just even next year directionally beyond this year in the Health segment
Show response
Bell expressed confidence that the VBA business will remain largely unchanged from current model, with technology investment enabling better, faster, cheaper service. Industry day later this month will provide more clarity. Growth beyond exams through Military OneSource, My STR, behavioral and rural health.
if the mix of the business that's driving the growth changes, does the margin change a lot over a 2-, 3-year window
Show response
Cage confirmed Health margins staying above 20% with relentless focus on operational and technology improvements. Unified health platform deploying later this year to reduce delivery costs. Fixed-price, fixed-unit-rate contracting incentivizes operational efficiencies where Leidos excels.
Calendar 2025 Q1
do you feel like you can rule out having a year where revenue is down over the next three years
Show response
Bell acknowledged he can't say never but sees low probability of revenue decline. Growth pillars aligned with administration needs and even non-pillar areas maintaining status quo growth trajectory.
RTXRTX Corporation3 questions · 3 reporting periods · 2 of 3 challenging
Calendar 2025 Q2
has there been a step function improvement in ability to get work through? Or is it more of a stabilization?
Show response
Calio said GTF MRO output growth is driven by velocity improvements in existing shops rather than new capacity. Mitchill noted R&D tax benefit accounts for ~25-30% of FCF tariff offset.
Calendar 2025 Q1
your full year guidance for segment EBIT at Pratt and Collins, I think implies the margins are pretty flat sequentially through the year
Show response
Mitchill acknowledged strong Q1 margins but holding ranges given tariff uncertainty. Noted room to absorb softening if it materializes later in the year.
Calendar 2024 Q4
which of those are still achievable in the medium term and have just had cost inflation or some other more transitory headwind versus which of those have structurally changed
Show response
Mitchill affirmed all segment margin targets achievable long-term despite $0.75B lost sales from Russia-Ukraine. Raytheon targeting 12%+ margins with productivity improving.
HWMHowmet Aerospace2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q3
I was hoping to better understand is price or productivity, the bigger driver at the moment. And then as you move into 2026, can you stay above that historical targeted range
Show response
Plant cited multiple drivers: volume leverage, automation, yield, content, price. Main drag is 1,125 new engine hires in training. Deferred specific 2026 incremental guidance to February call.
Calendar 2025 Q2
is there any framework for -- when we're looking at the upward revision of CapEx each of the last two years, how much you pick up from that in run rate revenue
Show response
Plant said CapEx will stay elevated (high $300Ms) through 2026, easing in 2027. Revenue growth from current investments mainly in 2026-2027. Deferred specific revenue guidance.
GDGeneral Dynamics1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
how much are they just asking for reductions versus how much are you showing them capability that can help them gain efficiencies
Show response
Aiken acknowledged government seeking reductions but noted GD's technology solutions enable the very efficiencies sought, cited fixed-price outcome-based contracts as margin opportunity
LMTLockheed Martin1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
Are those the run rates of those segment margins for the foreseeable future with the adjustments you've taken today?
Show response
Evan deferred full margin outlook to coming quarters as they work through long-range planning. Expressed confidence in MFC classified program positioning from personal experience as former MFC CFO.
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 |
|---|---|---|
| HII Huntington Ingalls Industries | 13 | 54%7 of 13 questions |
| TXT Textron | 13 | 23%3 of 13 questions |
| TDG TransDigm Group | 9 | 33%3 of 9 questions |
| TDY Teledyne Technologies | 9 | 22%2 of 9 questions |
| BA The Boeing Company | 8 | 50%4 of 8 questions |
| LHX L3Harris | 5 | 40%2 of 5 questions |
| GE GE Aerospace | 3 | 0%none of 3 questions |
| LDOS Leidos | 3 | 33%1 of 3 questions |
| RTX RTX Corporation | 3 | 67%2 of 3 questions |
| HWM Howmet Aerospace | 2 | —Rate withheld: fewer than 3 questions |
- HIIHuntington Ingalls Industries · 13 questions54%7 of 13 questions
- TXTTextron · 13 questions23%3 of 13 questions
- TDGTransDigm Group · 9 questions33%3 of 9 questions
- TDYTeledyne Technologies · 9 questions22%2 of 9 questions
- BAThe Boeing Company · 8 questions50%4 of 8 questions
- LHXL3Harris · 5 questions40%2 of 5 questions
- GEGE Aerospace · 3 questions0%none of 3 questions
- LDOSLeidos · 3 questions33%1 of 3 questions
- RTXRTX Corporation · 3 questions67%2 of 3 questions
- HWMHowmet Aerospace · 2 questions—rate withheld: under 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 |
|---|---|---|---|
| 2024 Q4 | 10 | 50%5 of 10 questions | 5 |
| 2025 Q1 | 12 | 42%5 of 12 questions | 9 |
| 2025 Q2 | 16 | 31%5 of 16 questions | 10 |
| 2025 Q3 | 6 | 33%2 of 6 questions | 4 |
| 2025 Q4 | 9 | 44%4 of 9 questions | 6 |
| 2026 Q1 | 14 | 21%3 of 14 questions | 7 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2024 Q410 questions · challenge rate 50% (5 of 10 questions) · 5 companies
- 2025 Q112 questions · challenge rate 42% (5 of 12 questions) · 9 companies
- 2025 Q216 questions · challenge rate 31% (5 of 16 questions) · 10 companies
- 2025 Q36 questions · challenge rate 33% (2 of 6 questions) · 4 companies
- 2025 Q49 questions · challenge rate 44% (4 of 9 questions) · 6 companies
- 2026 Q114 questions · challenge rate 21% (3 of 14 questions) · 7 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth32
- Margin24
- Demand18
- Guidance Reliability17
- Capital Allocation9
- Supply Chain5
- Regulation Policy4
- Cost Pressure4
- Labor Market3
- Capex Investment3
Show all 16 topics
- M&A3
- Inventory2
- Pricing2
- Competitive Dynamics2
- Innovation & R&D1
- Macroeconomic1