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Research firm
Longbow Research
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 80on tracked calls
- Challenge rate
- 9%7 of 80 questions
- Analysts
- 2with at least one question
- Companies
- 11questioned at least once
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.
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.
Analysts
Most questions first. Each challenge rate shows the exact count behind it.
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| David MacGregor | 10 | 56 | 13%7 of 56 questions |
| Joe Nolan | 8 | 24 | 0%none of 24 questions |
- David MacGregor10 companies · 56 questions13%7 of 56 questions
- Joe Nolan8 companies · 24 questions0%none of 24 questions
Companies
Most questions first, counting every analyst at this firm.
- GRMNGarmin15 questions
- SNASnap-on15 questions
- AOSA. O. Smith13 questions
- POOLPool Corporation9 questions
- VMCVulcan Materials Company7 questions
- MLMMartin Marietta Materials7 questions
- ALLEAllegion4 questions
- HOGHarley-Davidson, Inc.4 questions
- MASMasco2 questions
- SWKStanley Black & Decker2 questions
- CRHCRH plc2 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 | Analysts | Companies |
|---|---|---|---|---|
| 2024 Q4 | 10 | 10%1 of 10 questions | 2 | 6 |
| 2025 Q1 | 13 | 15%2 of 13 questions | 2 | 7 |
| 2025 Q2 | 9 | 0%none of 9 questions | 2 | 6 |
| 2025 Q3 | 10 | 10%1 of 10 questions | 2 | 6 |
| 2025 Q4 | 12 | 17%2 of 12 questions | 2 | 8 |
| 2026 Q1 | 15 | 0%none of 15 questions | 2 | 8 |
| 2026 Q2 | 11 | 9%1 of 11 questions | 2 | 7 |
- 2024 Q410 questions · challenge rate 10% (1 of 10 questions) · 2 analysts · 6 companies
- 2025 Q113 questions · challenge rate 15% (2 of 13 questions) · 2 analysts · 7 companies
- 2025 Q29 questions · challenge rate 0% (none of 9 questions) · 2 analysts · 6 companies
- 2025 Q310 questions · challenge rate 10% (1 of 10 questions) · 2 analysts · 6 companies
- 2025 Q412 questions · challenge rate 17% (2 of 12 questions) · 2 analysts · 8 companies
- 2026 Q115 questions · challenge rate 0% (none of 15 questions) · 2 analysts · 8 companies
- 2026 Q211 questions · challenge rate 9% (1 of 11 questions) · 2 analysts · 7 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand33
- Margin19
- Competitive Dynamics18
- Pricing13
- Cost Pressure12
- Trade Tariffs8
- Revenue Growth8
- Capital Allocation7
- Regulation Policy7
- Capex Investment5
Show all 18 topics
- Inventory5
- Product Launch5
- Supply Chain5
- Innovation & R&D4
- Geographic Expansion2
- Guidance Reliability2
- Macroeconomic2
- M&A1
Questions by company sector
- Industrials45
- Basic Materials16
- Technology15
- Consumer Cyclical4