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Analyst
Steve Tusa
Period: Reporting period mapped to calendar 2026 Q3.
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 1with 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 7 of 7 questions from 3 companies
DOVDover Corporation3 questions · 1 reporting period · 0 of 3 challenging
Calendar 2026 Q3
Are you done with that? Or is there still some of that to do? You have ton of cash, ton of capacity.
Show response
Rich signaled further repurchases by restating the bias toward capital return.
Is there anything in kind of the non backlog business that you look out to next year that you would be like, worried
Show response
Rich said the backlog is driven by capacity-constrained secular businesses, not long-cycle units, and short-cycle lines have little visibility.
And is there any reason for the growth to slow materially in Q4?
Show response
Rich said nothing in the trajectory points to slowing; the Q4 midpoint reflects December customer call-off caution and calendarization.
HONHoneywell International Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q3
can you just discuss that inflation number, the 53 basis points?
Show response
Stepniak confirmed ~40% core incrementals and price averaging 4.5% in the second half, and expects inflation to stay elevated before easing in the first half.
is that really just the price cost timing stepping up a little bit sequentially?
Show response
Stepniak attributed the Q4 margin to project and Catalyst Technologies mix rather than price-cost, and pointed to ~300 bps of full-year expansion.
MMM3M Company2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q3
maybe just how you're seeing things play out versus normal seasonality
Show response
Brown saw normal seasonality on an easier compare, backlog up about 18% and about 25% of revenue in backlog, supporting over 4% in Q4.
Is it still, and investments, is it still $375 million for the year?
Show response
Maheshwari confirmed $225 million of investment and $150 million of stranded costs, with incremental stranded costs of 50 next year.
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 |
|---|---|---|
| DOV Dover Corporation | 3 | 0%none of 3 questions |
| HON Honeywell International Inc. | 2 | —Rate withheld: fewer than 3 questions |
| MMM 3M Company | 2 | —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 Q3 | 7 | 0%none of 7 questions | 3 |
- 2026 Q37 questions · challenge rate 0% (none of 7 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Margin3
- Demand2
- Cost Pressure2
- Pricing2
- Capital Allocation1
- Guidance Reliability1