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Analyst
Tycho Peterson
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters).
- Questions
- 87on tracked calls
- Challenge rate
- 14%12 of 87 questions
- Companies
- 10questioned at least once
- Reporting periods
- 8with 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 87 of 87 questions from 10 companies
DHRDanaher Corporation14 questions · 6 reporting periods · 1 of 14 challenging
Calendar 2026 Q2
how you're feeling about the bioproduction equipment piece in the back half of the year into 2027.
Show response
Rainer framed equipment recovery as early innings of a multi-year capacity/reshoring cycle; direct.
Maybe just talk on the drivers for the increased enthusiasm on the life science side, on the consumables.
Show response
Rainer credited stronger biotech funding, IDT/MRD progress, and Abcam's best quarter since acquisition; direct.
Calendar 2026 Q1
maybe just talk a little bit about where you're feeling better as we think about the remainder of the year
Show response
Blair expects Life Science consumables to go from slightly negative to slightly positive for the full year. China Life Science instrument demand is improving and funnels are constructive. Pharma was strong, clinical was robust, but academic remains muted.
wondering if you can unpack a little bit more what you're seeing pharma versus biotech versus CDMOs?
Show response
Blair detailed China bioprocessing recovery with double-digit growth, driven by improved biotech monetization through license deals and IPO markets. Did not directly address CDMO trends or explicitly size the current China opportunity vs the prior $1.3B peak.
Calendar 2025 Q4
There were mixed data points earlier this week from one of the companies that reported on China bioprocess
Show response
No abnormalities in China bioprocessing. Underlying activity strengthening as biotech sector finds new momentum through licensing and IPO monetization. Expects China bioprocessing to grow in 2026.
would love to just hear a little bit more about the strength on SCIEX and how much of that is the new product
Show response
SCIEX delivered mid-single-digit Q4 growth driven by Xenotop 8600 innovation, third consecutive quarter of pharma recovery, and robust clinical/applied markets (e.g., PFAS testing). Academic remained muted.
how should we think about the flow through of incrementals? You did not really touch on the incremental cost-out initiatives
Show response
Margins follow core growth trajectory: low-single-digits in H1 building through the year. H2 and especially Q4 are biggest beneficiaries of 2025 cost actions. Framework delivers high-single-digit EPS growth.
Calendar 2025 Q3
talk about some of the puts and takes in the guide for the fourth quarter
Show response
Q4: bioprocessing high-single-digits, D&M down mid-singles (tough comps). Rainer sees more pharma confidence from stabilizing tariffs/MFN but planning assumes equipment flat in 2026.
for Beckman for next year, I mean, we can kind of get into a little bit more details when we give the formal numbers
Show response
Beckman expected to sustain mid-single-digit growth ex-China in 2026 driven by DxI 9000 uptake. Alzheimer's too early to model. Cepheid non-respiratory expected at high-single to low-double-digits.
Calendar 2025 Q2
you're not slowing through the entire EPS beat. I'm just curious, you know, if there are areas of maybe incremental caution
Show response
Matt walked through ~20 cents of upside flowed through (FX + cost actions). Additional 15-20 cents from respiratory upside + H2 FX held back as cushion given dynamic policy environment.
sounds like you're not flagging any incremental headwinds on volume-based procurement. You know, obviously, one of your periods did last week
Show response
Rainer confirmed VBP tracking exactly as expected at $150M for the year. Recent Chinese policy changes did not affect Danaher's testing menu specifically.
Calendar 2025 Q1
We've seen, I think, $150 billion in new CapEx announced, including Roche today in the U.S. When do you think that becomes a tailwind
Show response
Rainer distinguished between debottlenecking (faster) and greenfield (longer timeline). Not yet seeing it in orders but well-positioned to support U.S. expansions.
anything you can say on kind of the long range outlook in '26, the Street's got you just under 7%
Show response
Rainer stated 2025 headwinds are transient and once comped, expects return to higher growth rates for the long-term plan. End markets and franchise positioning support confidence.
your comfort and your ability to take price, areas where you think you can push it more and maybe the mechanism to do it
Show response
Matt clarified full-year pricing assumption is flat, mainly because VBP drag offsets normal price growth. Tariff surcharges would be incremental and not included in that pricing concept.
WATWaters Corporation14 questions · 7 reporting periods · 3 of 14 challenging
Calendar 2026 Q2
how much of the pressure do you think is just lingering headwinds on U.S. academic and government
Show response
Batra attributed Flow Research pressure mainly to instruments, the bulk from China; the US saw instrument growth, with A7 launch and China localization set to address the gap.
on margins, you're maintaining the guide despite taking up cost synergies
Show response
Chaubal explained the flat 28.2% margin guide: +30bps from $20M cost actions offset by 30bps of FX; reaffirmed the ~100bps/year expansion path toward 32% over five years.
Calendar 2026 Q1
talk about your confidence in turning that business around, obviously, the new BACTEC coming fairly soon
Show response
Udit framed microbiology as fitting Waters' core playbook of high-volume regulated applications. Noted easier baseline in back half and FXI BACTEC launch should augment growth. Confident and specific.
The $35 million in revenue synergies, though, can you maybe just touch on where you think those are coming from earlier
Show response
Amol outlined three embedded synergy levers. Udit added that 180-day plan, pricing improvements, deal desks, and reagent rental contract compliance (~half out of compliance across 1,700 accounts) are NOT yet in guide, upside.
Calendar 2025 Q4
the BD results this morning and the numbers, obviously, have deteriorated relative to the original deal model. So maybe just talk a little bit about your take on the numbers this morning
Show response
Management acknowledged BD underperformance from China DRG, government shutdown export delays, weaker flu season and IP baseline. Emphasized lower baseline creates easier 2.5% growth path in 2026.
instruments, right, and the Empower impact on that transition. I understand it's, call it, 250 basis point headwind this quarter. But how do we think about the go-forward P&L impact
Show response
Management confirmed low single-digit instrument headwind from Empower transition with two top-5 pharma conversions. Q1 funnel strong, orders grew faster than sales, headwinds already baked into 2026 guidance.
Calendar 2025 Q3
America is up low double digits, China up over 20%. Can you maybe just provide a little more color on both those markets
Show response
Management attributed U.S./Europe growth to replacement cycle and new products; China driven by CDMOs supporting local biotech.
Calendar 2025 Q2
you had a nice acceleration on a harder comp. How sustainable is that? You talked about some new initiatives
Show response
China grew double digits with strength across all end markets; management prudently assumed low to mid-single-digit for H2.
I want to probe a little more to the LCMS growth of high single digits. You were up mid-teens in the first quarter
Show response
Management not calling any slowdown in replacement; TA Americas down ~20% due to macro-sensitive polymer/materials customer spending.
Calendar 2025 Q1
I don't think I've ever heard you guys use pricing so much on an earnings call. So maybe talk a little bit about what you're expecting on pricing this year
Show response
CFO confirmed 200bps like-for-like pricing plus 50bps incremental tariff surcharges with 80-90% customer acceptance.
How do you think about maybe longer-term risks around that business with manufacturing moves more onshoring? Do you think that what you're seeing there is sustainable
Show response
Management noted Indian generics companies have global footprints and can adapt, with no reshoring discussions initiated yet.
Calendar 2024 Q4
budget flush dynamics to what degree you thought you had pulled forward here with the new administration and quantify any budget flush impact
Show response
Management characterized the budget flush as typical, with high-teens Q3-to-Q4 ramp.
on replacement cycle, just talk a little bit about where we are in the process? You've talked in the past about customers bringing IT and procurement to the table
Show response
Management described widespread replacement conversations across large pharma with strong funnels going into the year.
What's the appetite to resume share repurchases versus look at M&A? And what's the appetite if it's the latter for larger deals
Show response
CFO indicated willingness to lever up to 2.5x for M&A with financial discipline on EPS accretion and ROIC targets.
AAgilent Technologies12 questions · 6 reporting periods · 1 of 12 challenging
Calendar 2026 Q3
So how much of what you saw in this quarter was kind of a timing issue?
Show response
Adam attributed the flattish Q4 CDMO guide to the timing of customer regulatory submissions, not demand; Simon reinforced 75% of FY27 capacity is under PO.
Calendar 2026 Q2
you did kinda buck the trend here. I know Vijay kind of asked a question earlier, but are you kind of not seeing what others are on chemical side because of the GC replacement cycle
Show response
Management attributed chemical strength to both GC replacement cycle tailwind and strong CapEx demand, with downstream drivers from semiconductors, batteries, and advanced polymers sustaining momentum.
this is something you have not talked a ton about, but maybe just quantify the size of the semi business today
Show response
Management quantified semiconductor as ~30% of the CAM market and highlighted pricing power plus new ICPMS system launching its own replacement cycle. Growth visible in both fabs and high-purity chemical suppliers.
Calendar 2025 Q4
Maybe just talk on the 75 basis points you're guiding to the gives and takes there. And if the top line ends up at the high end, could you do better?
Show response
Adam detailed margin drivers: Ignite savings, pricing optimization, operational efficiencies, tariff mitigation, and volume growth. Offsets include inflation, growth investments (digital, AI, R&D portfolio). Direct walkthrough.
you guys had guided, I think, closer to $35 million and came in around $22 million. So maybe just talk about dynamics there. And then you're taking CapEx up $100 million. Is that all CDMO?
Show response
Padraig confirmed BioVectra came in for the full year, driven by GLP business with key molecules planned for FY2026. Adam clarified CapEx for NASD capacity and consumable expansion. Direct.
Calendar 2025 Q3
The commercial investments that you flagged, when when did you decide to move forward with those, and why they baked into into the guide?
Show response
Padraig explained dynamic decision driven by faster-than-expected product launch ramps (Infinity III, ProIQ). Investment needed early in recovery to gain share in competitive market. Direct.
it seems to imply that US was maybe down or or pretty soft the quarter. I'm just curious if there's something going on there.
Show response
Padraig confirmed Americas PFAS down 20% from EPA policy uncertainty affecting CapEx, not testing volume. Global ex-Americas grew low thirties. 50% YTD growth overall remains strong.
How widespread is that? Is that globally? Is it CDMOs, just large pharma? How much pent-up demand, I guess, do you think there is that could come through
Show response
Padraig confirmed global phenomenon in large pharma small molecule. Velocity improved with lab/site managers now able to approve without executive escalation. Larger year-end quotes emerging.
Calendar 2025 Q2
Could that business be double digit for the full year? Or should we think about high single digit for NASD?
Show response
Simon expressed growing confidence in double-digit NASD growth for H2. Train C/D utilization becoming a positive tailwind. BIOVECTRA dips Q3 for planned shutdowns.
Are you able to give us what percentage of LC systems are Infinity III at this point? Is it 15%, 20% of the mix?
Show response
Padraig declined to share exact mix percentage but confirmed strong adoption. Mike Zhang added GC/GCMS momentum with new innovations and 50% footprint reduction.
Calendar 2024 Q4
Can you maybe just talk a little bit about your ability to cross-sell with BioVectra and then how are you thinking about clinical versus commercial customers?
Show response
Simon detailed NASD high single-digit growth outlook, strong order book skewing commercial, and BioVectra team integration progress. Very thorough.
Are you able to delineate what LC did and what mass spec did in the quarter? And then just thinking a little bit about the new administration
Show response
Padraig stated no pharma pause seen. Bob broke out pharma small molecule up 3%, biopharma down mid-singles, LC/LCMS within pharma up low singles.
MTDMettler Toledo12 questions · 6 reporting periods · 1 of 12 challenging
Calendar 2026 Q2
can you just talk a little bit more about some of the underlying assumptions by end market and segment?
Show response
Shawn gave a granular Q3 and full-year breakdown by product category and region, directly answering the question.
Calendar 2026 Q1
Can you quantify, you know, how large those were and, you know, how you think about the path to recoup?
Show response
Shawn could not size the delays but said the pipeline supports conversion into the second half.
is there a chance that that could actually come back sooner?
Show response
Shawn stayed cautious on near-term Europe despite expansionary PMI, declining to call an earlier recovery.
Calendar 2025 Q4
Fair to assume, Lab will see that later, but maybe you'll see it on the Industrial side earlier
Show response
Patrick confirmed industrial automation and production solutions would benefit earlier from onshoring as factories are built. Lab and QA/QC products follow later once manufacturing floors and labs are established.
Can you just talk a little bit about volumes and what you're baking in on the bioprocessing side this year
Show response
Shawn noted strong Q4 bioprocessing especially US. Single-use did particularly well. Bioprocessing viewed as above-average growth driver in lab business with good momentum carrying into 2026. No specific guidance given.
Is there any way to kind of delineate how much of this is kind of broader market recovery versus actually opening up new markets
Show response
Patrick attributed PI growth entirely to innovation and mid-market strategy, not market recovery. Food market under considerable pressure. Replacement demand aging but recovery contingent on market certainty. Expects gradual not step-change improvement.
Calendar 2025 Q2
NIH grants are starting to flow. As we think about the lab business in the back half of the year, could that be a source of upside
Show response
Shawn noted US academic and government at only ~2% of global sales. Any improvement welcome but won't materially move overall numbers. Direct NIH exposure near zero.
I'm just curious how you're thinking about R&D spending in the next couple of quarters. You've got tariffs, MFN noise
Show response
Patrick framed MTD as production-weighted (2/3 of 40% life science revenue supports manufacturing/QC). R&D slowdown would be offset by manufacturing build-out from onshoring.
Calendar 2025 Q1
some of your large multinational competitors, including your biggest one in balances and skills, you know, doesn't do a lot in China
Show response
Shawn and Patrick confirmed competitive advantage vs multinationals not manufacturing in China. Local R&D, local sourcing, perceived as Chinese company. Few US imports to China.
can you maybe talk about what you're hearing from your customers there? Any concerns about them leaning on you guys on prices
Show response
Patrick reported no pricing pressure from pharma customers. Strong positive engagement across small and large molecule with excitement about lab automation portfolio.
Calendar 2024 Q4
You guys noted accelerating growth in India. I mean, it feels like it's been a while since you've called that out. Just curious what secular trends you're seeing
Show response
Shawn confirmed very strong double-digit India quarter and high single-digit full year. Dedicated growth acceleration plans in place for India and Japan.
How high could you take that if you needed to an inflationary environment? Is there kind of a natural ceiling on where you think you could take it
Show response
Shawn noted average product price <$10K limits dollar impact of increases. Strong value proposition and direct sales model support pricing power. Process analytics strong across pharma and semiconductor.
TMOThermo Fisher Scientific10 questions · 6 reporting periods · 0 of 10 challenging
Calendar 2026 Q2
We've obviously seen pretty strong book-to-bill from some of the peers.
Show response
Marc detailed strong clinical research growth and a very good first full quarter for the Clario acquisition.
Calendar 2026 Q1
Curious if you could talk on PPD. I think one of your peers had light bookings last night, obviously, you're coming off a very strong fourth quarter
Show response
Marc highlighted strong sequential step-up in organic growth and authorizations, continued share gains, and improving biotech funding environment.
as we kind of think about that business for the remainder of the year, how are you feeling about a recovery on the instrument side?
Show response
Marc acknowledged below-normal conditions but expressed confidence in strong innovation pipeline. Noted Q2 comparison is much easier due to prior-year tariff impact.
Calendar 2025 Q3
Is this mostly mass spec? Is it cryo EM? Any particular segments that are emerging
Show response
Casper attributed instruments strength to electron microscopy and chromatography/mass spec innovation, noting the underlying health is strong despite a tougher Q4 comp.
would love a little bit more color on the contract research side of the house
Show response
Casper said TMO's China diagnostics presence is smaller than market average, conditions are weak on pricing/reimbursement but showed slight improvement from Q2.
Calendar 2025 Q2
Can you maybe talk about the opportunity set there, how you feel about current capacity in fill-finish today
Show response
Casper said Accelerator is being adopted across the industry driving Pharma Services growth, and the Sanofi deal adds a third US fill-finish site cost-effectively.
is there any reason that the CRO business isn't back to more normalized, call it, high single-digit growth
Show response
Casper said clinical research is a long-term high single-digit grower, now returning to positive growth with strong authorizations, building momentum into H2.
Calendar 2025 Q1
anything around order growth? Is this mostly share gains from your perspective? Much of this is bundling
Show response
Casper highlighted robust biotech activity, compelling Accelerator Drug Development wins, and good positioning in human clinical trials with FDA modernization.
Calendar 2024 Q4
trying to understand why now is the right time. Synergies for PPD have gone well. So any kind of bogey you can point to
Show response
Casper explained they waited three years for proof cases before declaring the CDMO+CRO combined offering, noting strong authorization momentum.
I didn't actually hear what you're assuming for China growth this year. Assuming your products come off the trade restrictions list
Show response
Casper said China environment assumed similar to 2024 with stimulus benefit but no economic recovery, and VBP exposure is very small and fully embedded.
RVTYRevvity8 questions · 4 reporting periods · 1 of 8 challenging
Calendar 2026 Q1
When do you think you're really going to see a turn here? Maybe just unpack what it is you're seeing?
Show response
Prahlad noted Q1 was strongest pharma/biotech instrument and reagent growth since Q2 2023. Improving but not yet normalized. Wants to see greater reagent pickup before declaring clear improvement path.
can you maybe just talk about some of the gives and takes in the quarter, cost inflation, incremental spending?
Show response
Max detailed margin bridge: Q1 24% → Q2 27% (extra week removal + FX + seasonal volume), Q2 → Q3 29% (cost productivity completion), Q3 → Q4 seasonal volume leverage. Cost programs ~75% headcount, ~25% operational.
Calendar 2025 Q4
last quarter, was noise on margins, discounting, promotional activity by some of your peers. Can you just talk a little bit about competitive dynamics on the reagent side?
Show response
Prahlad denied any margin or share noise on reagents, stated RVTY has taken share. Business performing well heading into FY26.
Curious if we can get a little more color just on the various buckets, how you're thinking about, you know, liquid handling, in vivo, high content screening
Show response
Max highlighted high content screening with double-digit Q4 growth, expects momentum to continue in FY26. Rest of instruments portfolio expected flattish off lower baselines. Declined to guide by sub-product line.
Calendar 2025 Q3
Did the reagents actually decline? I mean, if software was up 20, instruments down mid-single, it would imply reagents were down low single
Show response
Max confirmed reagents down very slightly YoY. No change in power of incremental margins for reagents despite tighter pricing environment. Holding on pricing.
budget flush in the year end from pharma, is is that baked in or not? How how are you thinking about that
Show response
Max confirmed modest seasonal instrument step-up assumed but not historical levels of budget flush. Activity pipeline has improved with some Q4 opportunity.
Calendar 2025 Q1
there's obviously FDA plans to phase out animal testing. That's a long phase in period. But you do have in vivo imaging
Show response
Prahlad positioned RVTY as a tailwind beneficiary: focus on small rodents/early research, plus cell analysis portfolio supports FDA 3.0 agenda.
can you say whether that was price capture? Is it share gains? If so, where do you think you're pulling share on the consumables side?
Show response
Max attributed to product differentiation and customer engagement but didn't specifically claim share gains or quantify pricing.
Show 4 more companies
ILMNIllumina, Inc.7 questions · 7 reporting periods · 5 of 7 challenging
Calendar 2026 Q2
as the customers transition to X, are you over-earning on consumables?
Show response
Jacob dismissed a parallel-running headwind as a standard business dynamic (like HiSeq before), and reaffirmed mid-teens clinical growth despite the deceleration from 20%.
Calendar 2026 Q1
can you quantify the backlog? You said you've supply constrained.
Show response
Jacob said strong placements show no market freezing; Ankur cited performance obligations up >20% and expected Q2 placements near Q1 levels.
Calendar 2025 Q4
delineate how much of the growth is, you know, mixed versus maybe volume?
Show response
Jacob pointed to larger panels/intensity as the main future driver and said new assays like five-base and Constellation become meaningful in 2027, not 2026.
Calendar 2025 Q3
can you grow earnings in your view, given China and Roche headwinds?
Show response
Jacob expressed high confidence in growing earnings in 2026; Ankur attributed the ~130bps gross margin decline entirely to ~220bps of tariffs, with base GM up ~90bps.
Calendar 2025 Q2
how do we get comfortable you can hit 50% by the end of the year?
Show response
Jacob cited prior strong placements ramping into production; Ankur attributed the margin beat mostly to cost actions, not tariff unwind.
Calendar 2025 Q1
I'm just curious where in the portfolio you think you can take price.
Show response
Jacob defended a prudent pricing approach tied to tariff mitigation and dismissed free-sequencing competitors as unsustainable.
Calendar 2024 Q4
I just want to make sure there was no pull forward within 91 placements in the fourth quarter.
Show response
Jacob reaffirmed ~20% of customers stay on older tech longer and addressed application-specific pricing progress.
LHLabCorp6 questions · 5 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
Is there a stronger appetite to look at some of the hospital labs amid some of the ACA noise that is out there?
Show response
Adam laid out explicit deal criteria and gave the PAMA submission timeline plus the RESULTS Act legislative status and fallback plan.
Calendar 2026 Q1
maybe just touch on the reimbursement pathway there for the different buckets. And then Alzheimer's, I know you did the Roche deal for the primary care market
Show response
Adam confirmed neurology double-digit growth driven by Alzheimer's, approaching separate reporting threshold. Oncology MRD reimbursement not yet ideal but improving with data. Key point: specialty test wins drive routine test consolidation for full patient testing needs.
Calendar 2025 Q3
can you maybe just talk about the acceleration you saw here in 3Q, a nice step-up from 2Q
Show response
Adam confirmed Central Lab at 10% reported (7% constant currency). Expects mid-single-digit full-year growth. Large multi-year studies provide durability. Strength in CLS offsetting ED softness.
Calendar 2025 Q2
Curious how you're sizing the opportunity for pTau-217/Beta Amyloid and any market development that needs to happen there?
Show response
Adam framed specialty launches as portfolio plays driving routine test spillover rather than individual revenue drivers. Oncology strategy: leader in therapy selection and MRD, follower in screening. Open to licensing tests to build broadest menu.
Calendar 2024 Q4
Can you maybe just talk a little bit more about what you're implying there and what parts you might pull out of?
Show response
Adam stayed high-level on legislative strategy, noting bipartisan support that current PAMA implementation doesn't make sense. No specific provisions identified.
how are you thinking about resources you need to put behind that ahead of the launch later this year?
Show response
Adam deferred litigation questions to the partner. Confirmed LH will be prepared to launch when appropriate but gave no specifics.
DGXQuest Diagnostics2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
Maybe just touch on the path to getting commercial coverage, Medicare Advantage, some of the next steps we should be thinking about on the back of MolDX
Show response
Jim confirmed Haystack has PLA code and Novitas reimbursement. Waiting on MolDX tech assessment for Medicare Advantage. Flow MRD offers 3-day turnaround vs weeks for NGS, at lower cost. GRAIL and Guardant partnerships for blood draws reflected in guidance as modest contribution.
Calendar 2025 Q3
how do we think about additional indications being introduced for Haystack? And then any thoughts on just guideline inclusion for NCCN?
Show response
Jim detailed 25+ ongoing Haystack studies across colon, head/neck, breast, lung. Guardant is colorectal only for now. Expects favorable November CLFS reimbursement for colon indication.
HOLXHologic2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
just thoughts on USPSTF given the Braidwood case. What should we be thinking about here
Show response
Steve dismissed USPSTF/Braidwood risk, expressing confidence products are meaningful for patients and insurers will continue coverage.
Can you kind of double utilization while holding the installed base flat?
Show response
Steve said doubling might be aggressive but significant growth possible without new placements. Panther Fusion sidecar is key to PCR menu expansion including GI assays.
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 |
|---|---|---|
| DHR Danaher Corporation | 14 | 7%1 of 14 questions |
| WAT Waters Corporation | 14 | 21%3 of 14 questions |
| A Agilent Technologies | 12 | 8%1 of 12 questions |
| MTD Mettler Toledo | 12 | 8%1 of 12 questions |
| TMO Thermo Fisher Scientific | 10 | 0%none of 10 questions |
| RVTY Revvity | 8 | 13%1 of 8 questions |
| ILMN Illumina, Inc. | 7 | 71%5 of 7 questions |
| LH LabCorp | 6 | 0%none of 6 questions |
| DGX Quest Diagnostics | 2 | —Rate withheld: fewer than 3 questions |
| HOLX Hologic | 2 | —Rate withheld: fewer than 3 questions |
- DHRDanaher Corporation · 14 questions7%1 of 14 questions
- WATWaters Corporation · 14 questions21%3 of 14 questions
- AAgilent Technologies · 12 questions8%1 of 12 questions
- MTDMettler Toledo · 12 questions8%1 of 12 questions
- TMOThermo Fisher Scientific · 10 questions0%none of 10 questions
- RVTYRevvity · 8 questions13%1 of 8 questions
- ILMNIllumina, Inc. · 7 questions71%5 of 7 questions
- LHLabCorp · 6 questions0%none of 6 questions
- DGXQuest Diagnostics · 2 questions—rate withheld: under 3 questions
- HOLXHologic · 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 Q4 | 14 | 0%none of 14 questions | 7 |
| 2025 Q1 | 11 | 18%2 of 11 questions | 6 |
| 2025 Q2 | 12 | 25%3 of 12 questions | 7 |
| 2025 Q3 | 13 | 15%2 of 13 questions | 8 |
| 2025 Q4 | 14 | 14%2 of 14 questions | 7 |
| 2026 Q1 | 12 | 17%2 of 12 questions | 7 |
| 2026 Q2 | 10 | 10%1 of 10 questions | 7 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q414 questions · challenge rate 0% (none of 14 questions) · 7 companies
- 2025 Q111 questions · challenge rate 18% (2 of 11 questions) · 6 companies
- 2025 Q212 questions · challenge rate 25% (3 of 12 questions) · 7 companies
- 2025 Q313 questions · challenge rate 15% (2 of 13 questions) · 8 companies
- 2025 Q414 questions · challenge rate 14% (2 of 14 questions) · 7 companies
- 2026 Q112 questions · challenge rate 17% (2 of 12 questions) · 7 companies
- 2026 Q210 questions · challenge rate 10% (1 of 10 questions) · 7 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand48
- Revenue Growth18
- Competitive Dynamics13
- Product Launch13
- Geographic Expansion12
- Innovation & R&D12
- Capex Investment10
- Regulation Policy10
- Guidance Reliability9
- Pricing9
Show all 18 topics
- M&A8
- Margin8
- Trade Tariffs4
- Cost Pressure2
- Fx1
- Macroeconomic1
- Cloud & AI1
- Capital Allocation1