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Analyst
Rick Reid
Period: Reporting period mapped to calendar 2026 Q1.
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with 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 2 companies
DHID. R. Horton2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
how much of the 1-month improvement was explicitly from lower construction cycle times versus shorter complete to close
Show response
Hansen said complete-to-close improved about a week sequentially with further room for improvement.
Can you just remind us whether there are any timing differences between the sales this year versus last year
Show response
Murray said red tag sale timing and incentive levels consistent with prior periods. Has less completed inventory for this sale than the prior one.
SWKStanley Black & Decker1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
I just wanted to maybe drill a little bit deeper on the status of your USMCA tariff initiatives, and then also maybe just talk through kind of the status of the China tariff mitigation as well
Show response
Nelson confirmed USMCA progress from ~1/3 qualified to ahead of pace toward industry averages. China exit on track for less than 5% of US sales by year-end. Strategy unchanged despite IEEPA/122/301 transitions: prioritize customer availability, mitigate tariff costs through global footprint leverage.
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 |
|---|---|---|
| DHI D. R. Horton | 2 | —Rate withheld: fewer than 3 questions |
| SWK Stanley Black & Decker | 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 |
|---|---|---|---|
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Supply Chain2
- Margin1
- Pricing1
- Demand1
- Trade Tariffs1