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Analyst
Steve Fisher
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 79on tracked calls
- Challenge rate
- 4%3 of 79 questions
- Companies
- 10questioned at least once
- Reporting periods
- 9with 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 79 of 79 questions from 10 companies
URIUnited Rentals13 questions · 7 reporting periods · 0 of 13 challenging
Calendar 2026 Q2
to what extent does that help the relative impact of repositioning on margins?
Show response
Matt said positive delivery absorption is being driven by process execution rather than CapEx relief, given high time utilization.
Calendar 2026 Q1
You mentioned, Ted, that delivery is really going to be one of the key focus areas. Can you just talk about what are the keys to making sure that that works out favorably in the way you want it to?
Show response
Matt said new processes worked in Q1 and need to be sustained through busy season. Two-pronged: more efficient fleet movement plus other cost opportunities. Ted detailed full year restructuring benefit of $45-$50M.
I'm curious about the trade-offs here. I assume these are branches closing. Clearly, you get lower cost. But I guess to what extent have you found ways to mitigate the lost revenues
Show response
Matt said no markets were exited and no revenue attrition expected. 95%+ of equipment is delivered. A couple dozen branches closed in a 1,700+ branch network, mostly from acquisition overlap. Still headroom for growth.
Calendar 2025 Q4
Using the, I guess, the baseball innings analogy, where do you think you are on the evolution of this? Is this sort of like the second or third inning where you have a much wider breadth of service...
Show response
Matt said future ancillary scope depends on finding scalable new products/services. While margin dilutive, most services are not capital intense and are profitable on a cash basis. Connected to fleet rental strategy.
It looks like you did some smaller deals in the fourth quarter after a quiet few quarters. Can you just talk about kind of what you added in the quarter?
Show response
Matt noted 3 small deals: a trench deal, a portable sanitation deal, and an aerial company in Australia. Pipeline is robust with chunky specialty opportunities. Discipline on strategic, financial, and cultural fit remains paramount.
Calendar 2025 Q3
what accounts for that difference in year-over-year? Was there sort of faster growth in Yak that was driving more of that delivery impact?
Show response
Ted attributed 200bps of the 490bps decline to Yak depreciation (assets depreciated far faster than other classes). Remaining was consistent delivery and ancillary dynamics.
directionally, where you see the cold starts heading for next year?
Show response
Matt expects 10-12 more cold starts in Q4. Teams proposing 2026 plans in next 6 weeks. Execution in 2025 has been strong.
Calendar 2025 Q2
does that include any higher costs or whatever reason, be it tariffs or surcharges or whatever other price increases you may be asked to incur
Show response
Matt confirmed same unit count, no price increases from partners. 2025 negotiations are a full-year commitment. Partners have rebuilt supply chains to pre-COVID reliability levels.
based on sort of the visibility that you have, what do you see as the most likely path to reacceleration?
Show response
Matt said multiple paths on the table: infrastructure/power tailwinds continuing, M&A (unlikely to do zero deals in next year), and local market recovery. Ted cited tax reform and Fed accommodation.
Calendar 2025 Q1
the incrementals are implied to be higher for Q2 and Q4. Can you just remind me what the reason is that what's gonna drive that improvement
Show response
Ted noted core margin decline was only 70bps when stripping ancillary mix and repositioning. Expects lapping some transient costs and entering busier season to improve margins.
I'm just kind of curious if there's any other sort of broader reason, kind of why now, why this is all happening? Obviously, Yac is new
Show response
Matt cited Yac, mobile storage/modular setup, and fueling services as key drivers. URI is actively looking for more customer pain points to address through ancillary offerings.
Calendar 2024 Q4
on the pipeline of large projects. I'm curious how that looks today relative to a year ago?
Show response
Matt described the pipeline as very similar to a year ago, with additional demand carrying in from ongoing projects. Feels good about alignment to serve large project segment.
touch upon the bigger than usual ancillary and re-rent. What's the main activity driving that?
Show response
Ted attributed outperformance to storm-related work and specialty-related services. On flow-through, cited slower cycle phase driving lower fixed cost absorption.
PCARPaccar12 questions · 6 reporting periods · 0 of 12 challenging
Calendar 2026 Q2
Q3, are we thinking that it will sort of be at the low end of that 3% to 5% or somewhere between?
Show response
Feight steered explicitly to the high end of the range after Baney declined to give a Q3 parts guide.
Just curious with half the year to go, just why not narrow the range at all?
Show response
Feight clarified the effective call is the 250,000 midpoint and named inventory as the remaining swing factor.
Calendar 2026 Q1
What will drive the acceleration? Do you still need to see freight rates continue to rise
Show response
Baney explained parts acceleration driven by combination of more trucks on road, improving customer business, and better volume and mix
How are you characterizing the expected pickup in the second half of this year—prebuy or just buy
Show response
Management described mix of genuine replacement demand from improving fleet economics and some prebuy ahead of 2027 35mg NOx cost step-up
Calendar 2025 Q4
can you just give us sort of the regional color there directionally
Show response
Q1 2026: US/Canada up, Europe down slightly due to Q4 year-end shipment pull-forward.
was the 15,000 less than what you expected? How did that compare
Show response
Feight confirmed deliveries in line. Europe slightly above, NA slightly below. Factory transition to local-for-local caused minor inefficiencies.
Calendar 2025 Q2
how far out you are able to provide firm pricing to your customers
Show response
Feight confirmed tariff surcharges in place allowing forward pricing. Active dialogue with customers about potential changes.
It seems like maybe EV and autonomy are perhaps a bit slower to develop. Do you think there's any structural growth opportunities
Show response
Feight identified multiple growth vectors: autonomy increasing truck demand, EV higher ASPs, connected services, and parts/FinCo expansion.
Calendar 2025 Q1
what do you think is going to drive the acceleration in that in the – in Q2 and for the rest of the year
Show response
Feight cited fleet age, used truck pricing improvement, and best-ever truck efficiency as drivers for second half demand improvement.
what kind of visibility do you guys have to Q2 to Q4 at this point
Show response
Feight confirmed substantially full in Q2, taking orders for Q3/Q4. Comparable backlog levels in US and Europe.
Calendar 2024 Q4
they're going to be pretty stable, which is pretty impressive on 10% lower production. I guess, I'm just curious what is enabling that steadiness
Show response
Feight attributed margin resilience to strong truck performance, great fuel economy, reliability, and slightly lower warranty costs.
Do you think that it's now kind of more stable that we're in this part of the downturn
Show response
Feight expressed confidence in improving trend through 2025, especially in the second half, while acknowledging global uncertainty.
CMICummins11 questions · 6 reporting periods · 0 of 11 challenging
Calendar 2026 Q2
the incremental margins seem to be better than the 25% to 30% expectations that you've talked about.
Show response
CFO attributed strong power gen incrementals mainly to stronger China demand aiding JV earnings and ramp efficiency, and expects strong gross margin to continue.
I'm curious to what extent you've thought maybe about whether there's likely to be a prebuy in 2027
Show response
CEO framed the phased transition as enabling a smoother year-over-year path and expects some prebuy to continue into 2027, but driven mostly by improving fundamentals.
Calendar 2026 Q1
Is it possible to talk about some of the underlying kind of dynamics that netted out there
Show response
Mark declined segment-level tariff detail, noting total impact is immaterial. Gross tariff exposure slightly lower, now 20 to 30 basis points full-year EBITDA drag versus prior 50bps estimate.
I think you said there's no change to your second half expectation at this point
Show response
Rumsey explained demand improvement coming sooner than expected, but second half build rates likely constrained by supply capacity. Mark added Q2 should be strong.
Calendar 2025 Q4
the message previously had been going into Q4, expect to beat price versus cost neutral on the prior existing tariffs
Show response
Smith confirmed roughly dollar-neutral on tariffs going into 2026 but percentage-dilutive by ~50bps. India tariff impact was tens of millions in Q4 but considered transitory as they manage global product flows.
Calendar 2025 Q3
the segment's margins have kind of flattened out a little bit. I'm just kind of curious what's driving that?
Show response
Smith attributed some flattening to natural aftermarket/whole-goods mix variation. Confirmed expecting earnings growth in Power Systems into 2026.
how do you see those being different? And is there any difference in the momentum there?
Show response
Rumsey identified U.S. and China as standout data center markets with global growth. Smith noted more local competition presence in China compared to other markets.
Calendar 2025 Q2
Is that sort of just contractually what you have embedded in these new agreements?
Show response
Rumsey confirmed tariff recovery is through active customer-by-customer negotiation, not contractual pass-through mechanisms.
what the lead times are on some of those. And obviously, you have the capacity coming online fully next year
Show response
Rumsey confirmed taking orders into 2027 for largest engines with incremental capacity factored into scheduling. Offered to put the analyst in queue for 2027 delivery.
Calendar 2025 Q1
Can you just clarify kind of some of the timing of those launches that you had in mind, particularly around the 2027 engine
Show response
Rumsey confirmed X10 and B7.2 on schedule for 2027, X15 diesel in 2026 with split strategy. No launch timing changes despite regulatory uncertainty.
what do you think you need to see in order to actually reinstate the guidance?
Show response
Smith cited need for stabilization in truck orders, freight activity, and tariff clarity. Noted global supply chain slowdown takes time to unwind even after resolution.
JJacobs Solutions11 questions · 6 reporting periods · 0 of 11 challenging
Calendar 2026 Q2
how should we think about that book-to-bill from here? It seems like the growth is poised to accelerate
Show response
Bob distinguished lumpy gross book-to-bill on large program awards from a steady 1.1x-1.3x net revenue book-to-bill.
Calendar 2026 Q1
how much of the raise is driven operationally by a better-than-expected demand or operational performance versus bringing the rest of PA Consulting in?
Show response
Pragada confirmed raise was driven by operational performance and bookings momentum in I&AF, with Nathamuni noting only a small PA FX tailwind. Bulk of margin improvement from operating discipline.
what the customer receptivity has been in the past few months to your digital tools and anything AI-enabled?
Show response
Pragada quantified AI infrastructure: data centers at 3-4% of revenue growing 100%+ YoY, broader AI ecosystem at 10-11% growing 40%+. Indirect AI effects also driving life sciences drug discovery and other non-traditional sectors.
Calendar 2025 Q4
what some of the pass-through things are that are going through there
Show response
Pragada explained pass-through driven by data center electrical equipment in modular form plus trade contractors, with Jacobs earning fees on both. Gross profit growing high single digits sequentially, 15% year-over-year.
anything that has developed or your own thinking or message that you'd like to give on sort of the AI outlook
Show response
Pragada reaffirmed AI conviction, citing data advantage from proprietary datasets, digital enablement helping grow headcount amid resource scarcity, and participation across entire AI ecosystem from chip manufacturing through power, water, and data center delivery.
Calendar 2025 Q3
I am curious if you could talk about the changes in the assignments that you are getting this year versus a year ago
Show response
Pragada detailed geographic expansion into Middle East and Europe, scope expansion from white space into merged gray space including NVIDIA work, behind-the-meter power, and reclaimed water. Pipeline up 5x with selective talent deployment across US, Philippines, and India.
bridging the expansion in margins between fiscal 2025 and fiscal 2026
Show response
Nathamuni outlined FY2026 margin expansion from global delivery adoption, commercial model improvements with AI, and operating leverage commitment to grow OpEx slower than revenue, guiding for 65bp at midpoint after 110bp in FY2025.
Calendar 2025 Q1
what you're hearing from your customers specifically about higher construction cost. Does that drive any sort of value engineering opportunity
Show response
Pragada noted most projects are non-discretionary (life sciences, data centers, water) and proceeding. Tariff uncertainty creating consulting and supply chain advisory opportunities.
it sounds like it's almost complete. Just curious how this ruling is reflective or not on sort of productivity and performance of the project?
Show response
Pragada confirmed appropriate reserves and low remaining risk but declined to detail the content of the matter, noting it is not indicative of a shift in risk profile.
Calendar 2024 Q3
How should we think about the progress now on some of the corporate costs that you have embedded in the segment reporting
Show response
Nathamuni detailed the annualization of operating efficiencies in FY2025 and quantified restructuring at $75-95M, declining through the year.
It's a pretty wide range of growth rates between Water versus the Life Sciences versus the Critical Infrastructure, 1,000 basis points or more
Show response
Pragada explained the EV cancellation widened the gap but expects convergence as Critical Infrastructure recovers internationally and Life Sciences backlog converts.
PWRQuanta Services7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
to what extent are you now thinking maybe a little bit more positively longer term about the margin potential here as you have more self-perform
Show response
Duke said the acquired businesses and mix shift are structurally lifting the margin profile, with the Electric segment capable of 10 to 12 on the utility side and room for further improvement in the back half.
Calendar 2026 Q1
I was hoping you could perhaps elaborate a little bit on those opportunities. To what extent is this mainly transmission projects?
Show response
Duke described a decade-plus demand cycle, noting CCGT orders extend into 2030 with 3-year build timelines pushing activity to 2033+.
Calendar 2025 Q4
I wonder if you could just bridge some of the puts and takes between 2025 and '26, I imagine there's some things underlying there in terms of SunZia
Show response
Duke noted no major large projects or 765 kV work in 2026 guidance. SunZia no longer moves the needle on a $33.5B revenue base.
Calendar 2025 Q3
how we should think about framing the strategy between being sort of this more base-level recurring services type strategy versus more of a discrete EPC project delivery
Show response
Duke confirmed 80% base business unchanged, expects large projects to stack on top driving backlog growth for decades.
Calendar 2025 Q2
Can you get the same returns on mechanical that you can from electrical? And if not, is that sort of reflected in the upfront purchase price
Show response
Duke confirmed returns are as good or better than electric, noting added fabrication capabilities of 3M+ square feet and advanced front-end technical services.
Calendar 2025 Q1
how would you characterize the white space from here based on kind of what you're hearing from your customers about the solutions that they need
Show response
Duke emphasized 85% self-perform capability as differentiation. Noted $134 million stock buyback and all M&A options remain on the table.
Calendar 2024 Q4
if you can give us a sense of what those growth rates were in 2024 so we can kinda see how it compares year over year
Show response
Duke declined to break out sub-segment growth rates, emphasizing holistic solutions approach and citing midpoint EPS growth of sixteen percent.
VMCVulcan Materials Company7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
is there a particular time frame when you think those will start to be more visible in your shipments?
Show response
Directly rejected the step-change framing, describing large-project contribution as continuous rather than a datable inflection.
Calendar 2026 Q1
what's the expectation we should have for pricing in the near term, say, Q2, and I guess that would be inclusive of the diesel
Show response
Ronnie clarified surcharges are not reflected in freight-adjusted pricing metric. Pricing trajectory remains back-half weighted as planned. Mary Andrews confirmed full-year low single-digit cost growth target still achievable, diesel outcome will determine where within range.
Calendar 2025 Q4
Just curious what you are seeing in terms of project delays. Has anything been delayed in, say, the fourth quarter relative to the start timing
Show response
Ronnie said data center booking-to-shipment time has accelerated. Public side back to normal ~6 month pace. Does not anticipate delays impacting 2026.
Calendar 2025 Q3
Have you changed your pricing expectation for the full year of 2025? I'm not sure if I missed that
Show response
Tom said Q4 pricing similar to Q3 with continued base volume mix. Non-resi continues to grow. Single-family headwinds probably starting to bottom sometime in 2026.
Calendar 2025 Q2
I'm just curious what your visibility is to the increases in the second half of the year, and maybe what you experienced in July
Show response
Tom said cost trending toward low end of guide. Q2 aggregates gross margin up 200bps to 42.7%. Mary Andrews noted $1.11 price increase with $0.95 taken to bottom line.
Calendar 2025 Q1
how broad would you say those are? Is that mainly very interest rate sensitive, commercial type projects? Or is it also on things that are more perhaps structural
Show response
Tom said pauses are limited to big commercial projects. Data centers are a bright spot with 80% of proposed projects within 30 miles of a Vulcan quarry. Public work is a go.
Calendar 2024 Q4
just curious about the the cadence of of how that plays out during the year. And we've been observing this slowdown in overall nonresident
Show response
Tom confirmed back-half loaded volumes with easier comps in Q3, growing public offsetting weak private. January and February off to a slow start.
Show 4 more companies
ITWIllinois Tool Works6 questions · 3 reporting periods · 2 of 6 challenging
Calendar 2026 Q2
Wondering if you could just help us with how much of that was comps versus underlying true demand?
Show response
Emphasised breadth and nearly 5% segment CBI but did not split the growth between comps and underlying demand as asked.
I wonder if you could just give us a little more color on the automotive trends between Europe and China.
Show response
Attributed China strength to local EV penetration and Europe's 5% decline partly to product line simplification, plus India upside.
Calendar 2025 Q4
Did I hear you say that commercial side of construction in North America was up in the quarter?
Show response
Michael said commercial is ~20% of construction exposure and can be lumpy. Data center activity drove some pickup. Residential renovation remains challenged with housing starts down mid-single digits. 2026 construction improvement driven by less PLS and more CBI, not assumed residential recovery.
it seems like the margins are maybe really only flattish. I'm curious why they wouldn't be higher with the positive organic growth and the high incrementals
Show response
Michael said positive operating leverage and 100bps enterprise initiatives are offset by employee cost inflation (wages, health/welfare benefits) and growth investments (~$800M). If organic growth moves to upper end of range, higher margins should follow at mid-to-high-40s incrementals.
Calendar 2025 Q2
are you guys assuming that you -- there will be a continuation of some of that strong order levels
Show response
Michael said guidance is based on current demand levels plus more tariff pricing flowing through and 0.5pp easier comps. No acceleration assumed. If it happens, guidance is conservative.
Do you still think of CBI and net market penetration as 2 separate growth buckets?
Show response
Chris explained CBI is new product revenue within 3 years; after that it becomes market penetration. Today's CBI revenues become future market penetration gains.
DEDeere & Company5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q3
comparing 2026 to 2027, you know, is that 8 roughly 800 million net impact that you have this year
Show response
Management said net tariffs will be a headwind next year, with the run rate stepping up toward roughly 1 billion in 2027.
Calendar 2026 Q1
In terms of some of the regional dynamics, I think there were expected to be some pretty big differences between North America and Europe in the first quarter
Show response
Q1 large ag volume flat YoY but mix unfavorable: Europe and Asia up, NA and SA down. Given NA is most profitable market, significant margin drag. Mix reverts to more normal from Q2 as NA production increases. Double-digit PPA margins expected each remaining quarter. Gross margins normalize to FY2025 levels in remainder.
Calendar 2025 Q4
I think there's some folks that were surprised to see the expectation of South America flat in light of some of the sort of incremental caution we've seen there, but it sounds like you cited some p...
Show response
Brazil benchmark rate 15% pressuring replacement. Inflation expectations easing with rates expected down couple of points over 2026. Order books ~5 months out in Brazil with good coverage. High-value crops (coffee, beef, citrus) positive for small/mid tractors. Turf recovery assumes low single-digit increase in home sales.
Calendar 2025 Q3
it seems like the implied pricing in PPA in Q4 is positive. And I guess it's a range depending on how you around it
Show response
Q4 PPA price lift from favorable Q4'24 pool fund comp, MY26 sprayer shipments at 4-4.5% price, and Brazil MY26 shipments with mid-single-digit positive price realization.
Calendar 2025 Q1
Is there any way to help us kind of quantify just how much used inventory is out there, how much excess you have
Show response
Combines in much better position. HP tractor used inventory peaked Nov, down modestly but late-model mix still ~2x normal. Fleet aging should help drive replacement. Several quarters remain.
MLMMartin Marietta Materials5 questions · 4 reporting periods · 1 of 5 challenging
Calendar 2026 Q2
I just wanted to level set the pricing expectation for Q3 compared to that 3.7% mix-adjusted price in Q2.
Show response
Broke out cost performance by line item and separated organic ASP confidence from a weaker reported headline in the back half.
Calendar 2026 Q1
if you had a comment on the resi business expectation for the second half, that would be great as well
Show response
Ward confirmed resi moving exactly as expected with no pop anticipated. Martin Marietta states have significant population inflows and tight housing markets, but recovery is a matter of when not if.
Can you just remind us how much of that is sort of an automatic I think you mentioned California has indexing
Show response
Ward differentiated California liquid indexing from stone mid-years. Expects broader mid-year pricing this year versus acquisition-only last year. Realization between 300 and 1000 basis points historically.
Calendar 2025 Q2
The new guidance reflects about 3 million tons lower expectation than what you had in the first quarter
Show response
Ward attributed lower volume to H1 weather and not counting on favorable H2 weather. Through July, above midpoint of prior guide. Upside possible with warm/dry Nov-Dec.
Calendar 2025 Q1
I'm curious how you feel about that today? Is there any conservatism you think you needed to draw on
Show response
Ward said he feels better about guidance today than in February. Pricing trending to higher end. No disappointments in cost, pricing, or M&A execution.
CATCaterpillar Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
what you see driving that
Show response
Bonfield explained low interest financing is most attractive program element with about 50% of cost recovered through margin over financing period. Interest rates staying higher for longer makes these deals very attractive for retail customers. Rental fleet loading tends to be lumpy and expected to normalize in H2 after period of diminished loading. Creed added dealer rental revenue growing despite no loading in H1 suggesting timing catch-up ahead.
Calendar 2024 Q4
contingency plans and strategies for managing tariffs on the products that you import from China into the U.S.
Show response
Umpleby said will take time to see how tariffs play out. Caterpillar is a net exporter outside the U.S. which positions well versus many other companies. Tend to produce in region for region but some products and components move around. Company has been around 100 years and dealt with many administrations. Large U.S. manufacturing presence positions well.
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 |
|---|---|---|
| URI United Rentals | 13 | 0%none of 13 questions |
| PCAR Paccar | 12 | 0%none of 12 questions |
| CMI Cummins | 11 | 0%none of 11 questions |
| J Jacobs Solutions | 11 | 0%none of 11 questions |
| PWR Quanta Services | 7 | 0%none of 7 questions |
| VMC Vulcan Materials Company | 7 | 0%none of 7 questions |
| ITW Illinois Tool Works | 6 | 33%2 of 6 questions |
| DE Deere & Company | 5 | 0%none of 5 questions |
| MLM Martin Marietta Materials | 5 | 20%1 of 5 questions |
| CAT Caterpillar Inc. | 2 | —Rate withheld: fewer than 3 questions |
- URIUnited Rentals · 13 questions0%none of 13 questions
- PCARPaccar · 12 questions0%none of 12 questions
- CMICummins · 11 questions0%none of 11 questions
- JJacobs Solutions · 11 questions0%none of 11 questions
- PWRQuanta Services · 7 questions0%none of 7 questions
- VMCVulcan Materials Company · 7 questions0%none of 7 questions
- ITWIllinois Tool Works · 6 questions33%2 of 6 questions
- DEDeere & Company · 5 questions0%none of 5 questions
- MLMMartin Marietta Materials · 5 questions20%1 of 5 questions
- CATCaterpillar Inc. · 2 questions—rate withheld: under 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 |
|---|---|---|---|
| 2024 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 7 | 0%none of 7 questions | 5 |
| 2025 Q1 | 12 | 0%none of 12 questions | 8 |
| 2025 Q2 | 12 | 8%1 of 12 questions | 8 |
| 2025 Q3 | 9 | 0%none of 9 questions | 6 |
| 2025 Q4 | 12 | 8%1 of 12 questions | 8 |
| 2026 Q1 | 13 | 0%none of 13 questions | 8 |
| 2026 Q2 | 11 | 9%1 of 11 questions | 8 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q47 questions · challenge rate 0% (none of 7 questions) · 5 companies
- 2025 Q112 questions · challenge rate 0% (none of 12 questions) · 8 companies
- 2025 Q212 questions · challenge rate 8% (1 of 12 questions) · 8 companies
- 2025 Q39 questions · challenge rate 0% (none of 9 questions) · 6 companies
- 2025 Q412 questions · challenge rate 8% (1 of 12 questions) · 8 companies
- 2026 Q113 questions · challenge rate 0% (none of 13 questions) · 8 companies
- 2026 Q211 questions · challenge rate 9% (1 of 11 questions) · 8 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand32
- Margin19
- Revenue Growth13
- Competitive Dynamics11
- Pricing10
- Cost Pressure9
- Trade Tariffs8
- Geographic Expansion8
- Guidance Reliability8
- Cloud & AI7
Show all 20 topics
- Capex Investment6
- Product Launch4
- M&A4
- Innovation & R&D4
- Macroeconomic4
- Regulation Policy3
- Supply Chain3
- Capital Allocation1
- Labor Market1
- Inventory1