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Analyst
Shane Carberry
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 3).
- 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
CRHCRH plc3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Could we get a bit of an update on that, please? And just to help us in terms of kind of exposure to that segment?
Show response
Jim said CRH is active on 200 US data centers, is within 25 miles of 85% of announced ones, and uses its connected portfolio (aggregates through paving) with dedicated teams working directly with hyperscalers.
Calendar 2025 Q4
it would be really helpful if you could go into a little bit more detail around the building blocks to that significant margin increase year-over-year
Show response
Jim attributed performance to Eastern Europe (EU funding + reindustrialization + early residential recovery), Western Europe (strong Ireland/Nordics/Spain, muted France/UK), and Australia (Adbri synergies ahead of expectations, residential cycle recovery). Outlook for 2026 includes Eastern Europe continued growth, France/UK residential recovery signs, ninth consecutive year of European cement pricing.
Calendar 2025 Q2
Could you give us a little bit more color in terms of how it's performing versus your expectations? And how things have evolved from your perspective in terms of the extent that the opportunity
Show response
Jim confirmed Adbri trading ahead of expectations with good macro tailwinds in Australia. Randy attributed margin expansion to production planning discipline, variabilized cost base, and targeted CapEx.
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 |
|---|---|---|
| CRH CRH plc | 3 | 0%none of 3 questions |
- CRHCRH plc · 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 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin2
- Demand1
- Competitive Dynamics1
- Geographic Expansion1
- M&A1