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Analyst
Sebastian Rivera
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 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
LDOSLeidos1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
if you have seen an increase in demand related to the conflict in Iran, specifically around your Sea Dart that I believe can be used for demining
Show response
Bell confirmed increased Navy pull for surface and subsurface autonomous programs but declined to comment on specific theaters or programs. Emphasized Leidos differentiation in autonomy packages, vessel design, command and control, and mission effects with exquisite C5ISR payloads. Bullish on maritime portfolio under Cindy's leadership.
TDGTransDigm Group1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
If you could maybe provide any color on how you're looking at the combined growth profile for JP VSA in 2026
Show response
Mike (Sebastian on for John Seaman) said it is early innings, about a month in, but both PMA businesses grow nicely, a bit above the space's trend.
TDYTeledyne Technologies1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
does this impact how the company is kind of thinking about incremental investments in this portion?
Show response
George confirmed higher investment, about a 30% CapEx increase year-over-year, for infrared modules, radars and unmanned systems; Robert said defense is ~30-35% with no near-term mix inflection.
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 |
|---|---|---|
| LDOS Leidos | 1 | —Rate withheld: fewer than 3 questions |
| TDG TransDigm Group | 1 | —Rate withheld: fewer than 3 questions |
| TDY Teledyne Technologies | 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 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- M&A1
- Capex Investment1
- Geographic Expansion1