Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Sebastian Rivera (Stifel) — Tellvest

Analysts/Sebastian Rivera

Sebastian Rivera

Stifel

TechnologyIndustrials

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

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

Challenge Trend

Q1 '26Q2 '26

Focus Areas4 topics

Demand3M&A1Capex Investment1Geographic Expansion1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

LDOSLeidos1 quarter

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

DemandGeographic ExpansionView in transcript →

TDGTransDigm Group1 quarter

2026 Q1

If you could maybe provide any color on how you're looking at the combined growth profile for JP VSA in 2026

M&ADemandView in transcript →

TDYTeledyne Technologies1 quarter

2026 Q2

does this impact how the company is kind of thinking about incremental investments in this portion?

Capex InvestmentDemandView in transcript →