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Analyst
Oliver Holmes
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q2 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 3questioned 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 3 of 3 questions from 3 companies
CSXCSX Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
have conversations with customers increased, paused or decreased as a result of the current tariff structure
Show response
Kevin said tax legislation is helpful and clearing tariff uncertainty should unlock pent-up investment. CPKC Myrtlewood connection showing promising truck conversions with cross-functional teams driving new volume.
UNPUnion Pacific Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Is there a scenario perhaps maybe maybe you're already seeing it where Asia ex China and Mexico pick up share of the trade war with China continues
Show response
Kenny confirmed IANA data shows some shift from China to Southeast Asia with those volumes holding strong on UNP's network.
WABWabtec1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
your contract is able to pass that through to customers. Just wondering how customers are reacting to that pass through
Show response
Rafael emphasized fair and constructive approach with customers, using multiple levers including USMCA qualification, inventory positioning, cost actions, and pricing to manage tariff impacts.
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 |
|---|---|---|
| CSX CSX Corporation | 1 | —Rate withheld: fewer than 3 questions |
| UNP Union Pacific Corporation | 1 | —Rate withheld: fewer than 3 questions |
| WAB Wabtec | 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 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Trade Tariffs3
- Demand1
- Supply Chain1
- Pricing1