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Analyst
Zack Pacheco
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q1 (4 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 2 companies
MLMMartin Marietta Materials2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
given oil inflation pressure, are you seeing any rebidding right now? Or is that not really something popping out
Show response
Ward confirmed no rebidding activity through end of April. Bidding environment has been steady and consistent with no disruption from cost inflation.
Calendar 2025 Q2
Maybe just more on the SG&A reduction. Any more color of what the main driver was
Show response
Michael noted SG&A driven by effective cost management and absence of ~$20M acquisition expenses that were added back to adjusted EBITDA in prior year. 7% of sales is good modeling number.
SHWThe Sherwin-Williams Company1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
Do you get the sense of any prebuy taking place due to inflationary increases
Show response
Jim and Heidi both confirmed no material prebuy activity. Heidi added they are not at all concerned about it.
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 |
|---|---|---|
| MLM Martin Marietta Materials | 2 | —Rate withheld: fewer than 3 questions |
| SHW The Sherwin-Williams Company | 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cost Pressure2
- Demand2
- Pricing1
- Margin1