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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“GM was talking about $6,000,000,000 of tariffs. You know? And you got other players in our sector talking about big numbers in tariffs.”
Snap-on's CEO cites GM's roughly $6 billion tariff exposure as an example of the tariff pressure weighing on automotive OEMs and the broader sector.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Scott Stember | ROTH Capital Partners | 16 (0%) |
| Luke Junk | Robert W. Baird | 15 (0%) |
| Dave MacGregor | Longbow Research | 10 (30%) |
| Gary Prestopino | Barrington Research | 9 (0%) |
| Bret Jordan | Jefferies | 8 (13%) |
| Chris Glynn | Oppenheimer | 8 (0%) |
| Sherif El-Sabbahy | Bank of America | 5 (0%) |
| Joe Nolan | Longbow Research | 3 (0%) |
| Patrick Buckley | Jefferies | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| ROTH Capital Partners | 1 | 16 (0%) |
| Robert W. Baird | 1 | 15 (0%) |
| Longbow Research | 2 | 13 (23%) |
| Jefferies |
| 2 |
| 11 (9%) |
| Barrington Research | 1 | 9 (0%) |
| Oppenheimer | 1 | 8 (0%) |
| Bank of America | 1 | 5 (0%) |
Snap-on closed fiscal 2025 with Q4 net sales up 2.8% and EPS of $4.94, while Tools Group gross margin expanded 150 basis points to 46.1% demonstrating the quality of the pivot strategy. C&I staged a comeback powered by critical industries and power tools, and RS&I posted its fifth consecutive quarter of growth. The dividend was raised 14% marking the sixteenth consecutive annual increase, and originations were nearly flat signaling a potential thaw in big-ticket demand, though international headwinds persisted across C&I geographies.
Demand | Revenue Growth | Competitive Dynamics | Product Launch | Trade Tariffs | Margin | Geographic Expansion | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 5 | 1 | 1 | 1 | 1 | 1 |
| 2025Q1 | 11 | 1 | 3 | 1 | 2 | 1 | 1 | 1 |
| 2025Q2 | 9 | 3 | 3 | 1 | 1 | 1 | 2 | 2 |
| 2025Q3 | 8 | 4 | 2 | 2 | 2 | 2 | 2 | 1 |
| 2025Q4 | 5 | 4 | 3 | 3 | 1 | |||
| 2026Q1 | 9 | 4 | 2 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 11 | 9 | 8 | 5 | 9 |
| Revenue Growth | 3 | 1 | 3 | 4 | 4 | 4 |
| Competitive Dynamics | 5 | 3 | 3 | 2 | 3 | 2 |
| Product Launch | 1 | 1 | 1 | 2 | 3 | 2 |
| Trade Tariffs | 1 | 2 | 1 | 2 | 1 | |
| Margin | 1 | 1 | 1 | 2 | 1 | 1 |
| Geographic Expansion | 1 | 1 | 2 | 2 | ||
| Inventory | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SNA Snap-on | 6 | +5.8% | |
| SWK Stanley Black & Decker | 4 | +2.7% |