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Analyst
Sean Milligan
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q3 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with 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 1 company
GNRCGenerac3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q3
in terms of the framework, the back half EBITDA margins are kind of weaker than what were expected
Show response
York decomposed 1.5% EBITDA margin decline: ~1/3 mix (resi weakness), remainder OpEx deleverage, small transitory price/cost. All three factors should reverse in 2026 with home standby recovery, volume leverage, and non-recurring costs gone.
Calendar 2025 Q2
how we should think about margins for that book of business
Show response
Aaron noted data center gross margins slightly below overall C&I but much better than initial business case due to structural deficit pricing. EBITDA accretive on consolidated basis due to operating leverage.
Calendar 2025 Q1
can you kind of talk about how much you expect to get back from price increases versus cost out supply chain initiatives?
Show response
York confirmed pricing philosophy targets EBITDA% neutral. Aaron specified 7-8% HSB price increase effective March 30. Additional pricing with new product line in H2 for value-add features.
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 |
|---|---|---|
| GNRC Generac | 3 | 0%none of 3 questions |
- GNRCGenerac · 3 questions0%none of 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin2
- Revenue Growth1
- Capex Investment1
- Pricing1
- Trade Tariffs1