Baird

Consumer Cyclical (19)Industrials (17)Technology (8)Real Estate (6)Communication Services (5)Basic Materials (5)Consumer Defensive (4)Financial Services (3)

Analysts

Companies

Questions

Trendsup to 8 quarters

Questions per Quarter

Active Analysts

Companies Covered

Analysts13

Analyst	Coverage	Questions
Peter Arment	BA LMT RTX	13
Peter Benedict	COST LOW WMT	12
Colin Sebastian

Focus Areas22 topics

Demand26Revenue Growth14Margin11Geographic Expansion11Pricing11Competitive Dynamics9Innovation & R&D7Cloud & AI7Capex Investment5Capital Allocation5

Company Coverage19 companies

LOWLowe's8q APHAmphenol5q BAThe Boeing Company5q MCDMcDonald's Corporation5q NFLXNetflix, Inc.5q RTXRTX Corporation5q SHWThe Sherwin-Williams Company5q