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Analyst
Zach Walljasper
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with 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 3 of 3 questions from 1 company
TDYTeledyne Technologies3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
It seems like orders were up 20% in the quarter versus revenue growth of 10%.
Show response
Robert gave book-to-bill of 1.23 and said both unmanned and space grew greater than 10%, but deferred the exact near-term vs multiyear order split to a later follow-up.
Calendar 2026 Q1
Can you just help give some color on the order trends between segments? And then the second question for me is just around the full year guide. So high level, the first quarter came in a little abo...
Show response
DI book-to-bill 1.38, instruments just over 1, A&D just below 1 (lumpy). Second half revenue now projected at 51% vs 49% first half, improved from January's 48/52 split.
Calendar 2025 Q4
implied 1Q guidance suggests about 10% earnings growth year on year. While the full year guidance, like, implies about 7%. Just gonna get some help just around the cadence of the year
Show response
Normal seasonality: 48% revenue and 46% earnings in H1. Easier Q1 comps drive higher Q1 growth. Management hoping to improve on seasonal pattern as year progresses.
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 |
|---|---|---|
| TDY Teledyne Technologies | 3 | 0%none of 3 questions |
- TDYTeledyne Technologies · 3 questions0%none of 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 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.
- Demand2
- Guidance Reliability2
- Revenue Growth1