Ryan Connors

Industrials

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

50%

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

Focus Areas3 topics

Revenue Growth2Demand1Competitive Dynamics1

Question History2 questions

VLTOVeralto1 quarter

2025 Q4

what's it going to take in your mind to kind of unlock the volume growth in water given that you do have such compelling big picture themes behind it?

ChallengingDemandRevenue GrowthView in transcript →

can you talk about how exactly you monetize that demand? Is it more subscriber licenses and existing accounts? Is it adding new accounts?

Revenue GrowthCompetitive DynamicsView in transcript →