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Analyst
Tim Wojs
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 19on tracked calls
- Challenge rate
- 0%none of 19 questions
- Companies
- 2questioned at least once
- Reporting periods
- 7with 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 19 of 19 questions from 2 companies
ALLEAllegion10 questions · 5 reporting periods · 0 of 10 challenging
Calendar 2026 Q2
what is your expectation for Americas volume in the second half of the year?
Show response
Wagnes called it the strongest volume quarter in memory, noted a late-May price increase pulled some demand forward, and said the outlook doesn't extrapolate the resi strength.
what you're seeing from like a spec quoting activity and how that's kind of tracked the past 3 to 4 quarters?
Show response
Stone said spec momentum continued and is the strongest since he joined, but declined to release specific spec numbers, citing lumpy line of sight to revenue.
Calendar 2026 Q1
how would you kind of expect margins in North America to kind of sequence through the year?
Show response
Mike guided Q2 improving from Q1 but not expansionary. Back-half is where real margin expansion occurs. DCI adds ~30bps full-year dilution. Q2 also has peso comp from prior year.
I was wondering if you can maybe just add a little bit of color on some of the mix puts and takes this quarter
Show response
Mike confirmed product mix within non-res (between business lines, not trade-down). Full year mix expected to normalize as in most years. Not value-product substitution.
Calendar 2025 Q3
how would you kind of compare the content in the spec that you're kind of writing today versus maybe what you were doing 3 years ago?
Show response
John noted electronics accelerating in specs, complementary software starting to appear in multifamily, bolt-on acquisitions (Krieger, Trimco) fitting directly into spec engine.
in International, kind of the opposite of Julian's question on PPII, that flipped negative this quarter. Is that just a timing consideration?
Show response
Mike dismissed Q3 PPII flip as immaterial, year-to-date only negative $1M across three quarters. International covering inflationary pressure adequately.
Calendar 2025 Q1
Have you seen any sort of changes in how you know, certain verticals of an institutional, you know, call it health care, government, those types of areas have kind of changed CapEx priorities
Show response
John emphasized late-cycle nature insulates business. Muni bond issuance at record high in 2024 with multi-year tail. Institutional verticals resilient.
how would you think you frame up relative to your competitors? I'm just curious if you're kind of on the lower end relative to your peers
Show response
John noted largest competitor similar footprint on non-res. Smaller competitors may be more import-heavy. Allegion reducing China via new Mexico plant.
Calendar 2024 Q4
maybe just talk a little bit about some of the quoting activity that you're seeing. And I guess if you could kind of thread that into how do you get to kind of the upper-end of the Americas guide
Show response
John noted non-res momentum carried into 2025, spec activity favorable, Dodge Momentum positive. Upside if resi recovers.
it does seem like the M&A that you've done kind of in 2024 is accretive to margins. Is that a similar makeup to, I guess, what's in the pipeline
Show response
John couldn't confirm all pipeline deals will be margin-accretive but emphasized discipline and expects to be very happy with 2025 M&A progress.
SWKStanley Black & Decker9 questions · 7 reporting periods · 0 of 9 challenging
Calendar 2026 Q2
could you add some color on the rebound that you saw in the power tools business this quarter?
Show response
Nelson attributed the rebound to increased channel placement, a stronger product pipeline and sharper promotional focus across all three brands.
any way to kind of bucket or size what the raw material kind of annualized inflation impact might be at this point?
Show response
Hallinan quantified both sides at roughly $100 million and guided to a similar inflation run rate next year.
Calendar 2026 Q1
I think there's plans to do a bigger relaunch of that product later this year. I was just kind of curious about the timing
Show response
Nelson outlined brand sequencing: DEWALT investment first (professional channels high single-digit growth), STANLEY refresh underway with growth inflection expected by mid-year, CRAFTSMAN largest-ever NPD launch cycle in 2026 with momentum expected by year-end into 2027.
I'm just kind of curious if you're starting to see any sort of shift on the ground in terms of how that's impacting just kind of your relative POS performance in those various categories
Show response
Nelson confirmed competitive pricing gap narrowing as competitors took price in Q1 as expected. Surgical promotional and elastic-item adjustments tracking SKU-by-SKU in line with models. Majority of promotional repositioning comes in Q2.
Calendar 2025 Q4
the tweaks that you're making, you know, to some of the promotional cadences and and price points and things. Is that really more of a reaction to what the consumer and how they're reacting to to p...
Show response
Nelson said adjustments driven by end user behavior, not purely competitive. Modifications are normal course adjustments amplified by step-function pricing changes. Volume opportunity supported by strong professional market momentum and construction/industrial channel growth in Q4.
Calendar 2025 Q3
how those performed relative to your expectations? And I guess if you could break down the volume between kind of what was impacted by tariffs and kind of what the, I guess, elasticity you saw
Show response
Nelson said volumes in line with expectations, Q3 started strong but tapered due to non-standard promotional window. Expects similar environment in Q4 with excitement about holiday promotional calendar.
Calendar 2025 Q2
kind of curious if you could elaborate a little bit how the pricing increases are tracking versus your expectations. I think the 2% in the tools segment might be a little bit below
Show response
Nelson confirmed pricing on track with ~1:1 price-volume elasticity as expected. Second increase at beginning of Q4 will be about half the first round. POS flat to down slight low single digits.
Calendar 2025 Q1
How would you bucket what you expect to kind of offset with price, SG&A cost reductions, and then facility moves, and I guess, how did you think about kind of that low single-digit kind of volume d...
Show response
Allan provided detailed breakdown: price dominant near-term, $125M+/-$25M SG&A containment, full-year US volume hit of 4-5% with high single-digit in back half.
Calendar 2024 Q4
Could you just maybe discuss the the puts and takes to that? And I guess, really, what I'm wondering is how much of it is really accelerating and investing in DEWALT growth
Show response
Nelson confirmed continued DEWALT acceleration plus stabilization and modest share gains expected from Stanley and Craftsman brands.
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 |
|---|---|---|
| ALLE Allegion | 10 | 0%none of 10 questions |
| SWK Stanley Black & Decker | 9 | 0%none of 9 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 Q4 | 3 | 0%none of 3 questions | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 4 | 0%none of 4 questions | 2 |
| 2026 Q2 | 4 | 0%none of 4 questions | 2 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q14 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand9
- Pricing6
- Competitive Dynamics6
- Revenue Growth5
- Margin4
- Cost Pressure3
- Trade Tariffs3
- Product Launch1
- Guidance Reliability1
- Innovation & R&D1
Show all 12 topics
- Regulation Policy1
- M&A1