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Analyst
Reuben Garner
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 5 of 5 questions from 1 company
BLDRBuilders FirstSource5 questions · 4 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
And if there isn’t much there, I guess what it would take for you guys to move towards taking some of that out?
Show response
Jackson said manufacturing closures are already inside the facility count, split between COGS and SG&A, with the incremental cuts mostly SG&A.
Can you talk geographically about any areas of, in particular, of strength or weakness within your portfolio?
Show response
Beckmann named Texas and Colorado as weak and the Northeast as strong; Jackson added BFS covers roughly 80% of national starts.
Calendar 2026 Q1
I was wondering if you could give a little more color on what you're seeing there. Is it specific products within specialty?
Show response
CEO said specialty covers everything outside primary categories: siding, roofing, gypsum, cement and more. Culmination of many small hits across the long list, not digital or install driving the issue.
Calendar 2025 Q3
Are the install and the digital initiatives large enough or growing fast enough that that's driving the bulk of that?
Show response
CFO clarified digital software sales in specialty but pull-through in product categories. Install outpacing market despite being down slightly. CEO sees value-add, install, and ease of doing business as 2026 growth drivers.
Calendar 2025 Q2
Can you just talk about what specifically you're seeing geographically? I know Texas, for instance, is a big market for you
Show response
CEO confirmed Florida and Texas hardest hit given scale of construction. Northwest more stable. Broadly a lot of red on the map. 43-state footprint provides some blending.
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 |
|---|---|---|
| BLDR Builders FirstSource | 5 | 0%none of 5 questions |
- BLDRBuilders FirstSource · 5 questions0%none of 5 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 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Cost Pressure1
- Capital Allocation1
- Geographic Expansion1
- Margin1
- Revenue Growth1
- Innovation & R&D1