Trevor Allen

Industrials

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

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

Focus Areas5 topics

Pricing1Demand1Competitive Dynamics1Margin1Guidance Reliability1

Question History2 questions

BLDRBuilders FirstSource1 quarter

2026 Q2

The public seem to be willing to trade some volume here to protect their gross margins.

PricingDemandCompetitive DynamicsView in transcript →

you brought down the high end of your range, but you left the bottom end unchanged.

MarginGuidance ReliabilityView in transcript →