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Analyst
Tyler Bisset
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 4with 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 6 of 6 questions from 4 companies
OKLOOklo Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
are you guys still targeting commercial operations at INL to commence between late '27 and early '28
Show response
Jake reaffirmed the '27-'28 window for Aurora INL commercial operations and flagged the DOE path could accelerate or absorb slack. Directly answered.
Can you help me understand what underpins that conversion math or your assumptions
Show response
Jake explained plutonium is a more potent fuel (~11% loading equivalent to ~20% HALEU), which underpins the higher fuel yield. Directly answered.
XYLXylem Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q2
you raised your assumptions for corporate expenses this year by $10 million to $15 million. Anything in particular driving that increase?
Show response
FX and variable compensation from stronger results. No structural increase.
You guys raised your revenue guidance. You also guided for a strong adjusted EBITDA margins in 3Q. And with less of a tariff impact expected I was wondering if maintaining your full year adjusted E...
Show response
10-25bp of margin pressure from tariffs in back half. Teams continue to push for top side. Simplification providing offset. Caution warranted given remaining volatility.
PNRPentair1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
You called out some key order wins and commercial buildings, data centers, and desalination end markets.
Show response
Fishman tied the wins to reinvested productivity savings in data-center channel and product work, but did not quantify share gains or order values.
VLTOVeralto1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
any reason for the weakness in the quarter? How do you expect growth to trend going forward? And then just, I guess, looking to 2Q, are you expecting any like material impact from the war in Iran?
Show response
CFO attributed high-growth market decline to China impact on Water Quality and Latin America timing. CEO added India had ~20% prior-year comp and Middle East down about 10% from conflict. Nothing material driving deviation.
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 |
|---|---|---|
| OKLO Oklo Inc. | 2 | —Rate withheld: fewer than 3 questions |
| XYL Xylem Inc. | 2 | —Rate withheld: fewer than 3 questions |
| PNR Pentair | 1 | —Rate withheld: fewer than 3 questions |
| VLTO Veralto | 1 | —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 |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth1
- Cloud & AI1
- Macroeconomic1
- Geographic Expansion1
- Product Launch1
- Supply Chain1
- Cost Pressure1
- Margin1
- Trade Tariffs1