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Melius Research — Tellvest
Firms
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Melius Research
Melius Research
Technology (54)
Industrials (49)
Healthcare (10)
Energy (3)
Consumer Cyclical (2)
8
Analysts
23
Companies
118
Questions
Trends
up to 8 quarters
Questions per Quarter
17
2024Q4: 17
2024Q4
23
2025Q1: 23
2025Q1
24
2025Q2: 24
2025Q2
27
2025Q3: 27
2025Q3
24
2025Q4: 24
2025Q4
3
2026Q1: 3
2026Q1
Active Analysts
5
2024Q4: 5
2024Q4
5
2025Q1: 5
2025Q1
4
2025Q2: 4
2025Q2
6
2025Q3: 6
2025Q3
5
2025Q4: 5
2025Q4
1
2026Q1: 1
2026Q1
Companies Covered
11
2024Q4: 11
2024Q4
16
2025Q1: 16
2025Q1
17
2025Q2: 17
2025Q2
20
2025Q3: 20
2025Q3
17
2025Q4: 17
2025Q4
3
2026Q1: 3
2026Q1
Analysts
8
Analyst
Coverage
Questions
Ben Reitzes
AAPL
AMD
ANET
AVGO
CSCO
+5
54
Scott Davis
DHR
ETN
HON
Focus Areas
21 topics
Cloud & AI
29
Demand
28
Revenue Growth
28
Competitive Dynamics
25
Innovation & R&D
22
Margin
13
Capital Allocation
12
Supply Chain
11
Capex Investment
11
Pricing
10
Company Coverage
23 companies
AAPL
Apple Inc.
10q
DHR
Danaher Corporation
10q
HON
Honeywell International Inc.
10q
MMM
3M Company
10q
INTC
Intel Corporation
8q
ETN
Eaton Corporation
7q
CSCO
Cisco Systems, Inc.
6q
MMM
37
Scott Mikus
BA
GE
LMT
RTX
13
Rob Wertheimer
CAT
DE
7
Jim West
COP
CVX
3
Karen Short
HD
2
Rob Spingarn
GE
1
Paddy Bogart
DE
1
Ben Reitzes
10 companies
54
Scott Davis
4 companies
37
Scott Mikus
4 companies
13
Rob Wertheimer
2 companies
7
Jim West
2 companies
3
Karen Short
1 company
2
Rob Spingarn
1 company
1
Paddy Bogart
1 company
1
Cost Pressure
9
Product Launch
8
Trade Tariffs
7
M&A
6
Guidance Reliability
6
Geographic Expansion
6
Regulation Policy
5
Macroeconomic
2
Subscriber Growth
1
Inventory
1
Labor Market
1
NVDA
NVIDIA Corporation
5q
AVGO
Broadcom Inc.
5q
QCOM
Qualcomm
5q
CAT
Caterpillar Inc.
5q
IBM
International Business Machines Corporation
5q
RTX
RTX Corporation
5q
AMD
Advanced Micro Devices, Inc.
4q
ANET
Arista Networks
4q
GE
GE Aerospace
4q
LMT
Lockheed Martin
3q
DE
Deere & Company
3q
ORCL
Oracle Corporation
2q
COP
ConocoPhillips
2q
BA
The Boeing Company
2q
HD
The Home Depot, Inc.
2q
CVX
Chevron Corporation
1q