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Research firm
Melius Research
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 634on tracked calls
- Challenge rate
- 7%46 of 634 questions
- Analysts
- 11with at least one question
- Companies
- 101questioned 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 |
|---|---|---|---|
| Scott Davis | 19 | 186 | 5%9 of 186 questions |
| Ben Reitzes | 17 | 98 | 11%11 of 98 questions |
| Conor Cunningham | 12 | 92 | 13%12 of 92 questions |
| Rob Wertheimer | 14 | 81 | 1%1 of 81 questions |
| Scott Mikus | 11 | 70 | 14%10 of 70 questions |
| James West | 11 | 40 | 3%1 of 40 questions |
| Jacob Aiken-Phillips | 8 | 26 | 0%none of 26 questions |
| Jacob Levinson | 3 | 24 | 4%1 of 24 questions |
| Karen Short | 10 | 14 | 7%1 of 14 questions |
| Paddy BogartLimited sample | 1 | 2 | 0%none of 2 questions |
- Scott Davis19 companies · 186 questions5%9 of 186 questions
- Ben Reitzes17 companies · 98 questions11%11 of 98 questions
- Conor Cunningham12 companies · 92 questions13%12 of 92 questions
- Rob Wertheimer14 companies · 81 questions1%1 of 81 questions
- Scott Mikus11 companies · 70 questions14%10 of 70 questions
- James West11 companies · 40 questions3%1 of 40 questions
- Jacob Aiken-Phillips8 companies · 26 questions0%none of 26 questions
- Jacob Levinson3 companies · 24 questions4%1 of 24 questions
- Karen Short10 companies · 14 questions7%1 of 14 questions
- 0%none of 2 questions
Show all 11 analysts
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Rob SpingarnLimited sample | 1 | 1 | 0%none of 1 question |
- 0%none of 1 question
Companies
Most questions first, counting every analyst at this firm.
- AAPLApple Inc.16 questions
- DALDelta Air Lines15 questions
- ROKRockwell Automation15 questions
- MMM3M Company14 questions
- XYLXylem Inc.14 questions
- CCLCarnival13 questions
- JCIJohnson Controls13 questions
- TDGTransDigm Group13 questions
- DDDuPont13 questions
- DHRDanaher Corporation13 questions
- TTTrane Technologies13 questions
- UALUnited Airlines Holdings13 questions
- GWWW. W. Grainger12 questions
- HONHoneywell International Inc.12 questions
- PCARPaccar12 questions
- VLTOVeralto12 questions
- HIIHuntington Ingalls Industries11 questions
- INTCIntel Corporation11 questions
- CASYCasey's General Stores, Inc.10 questions
- CSCOCisco Systems, Inc.10 questions
- PHParker Hannifin10 questions
- CARRCarrier Global10 questions
- NVDANVIDIA Corporation9 questions
- ETNEaton Corporation9 questions
Show all 101 companies
- FTVFortive9 questions
- MARMarriott International9 questions
- RCLRoyal Caribbean Group9 questions
- DELLDell Technologies8 questions
- AVGOBroadcom Inc.8 questions
- TELTE Connectivity8 questions
- CMICummins8 questions
- DOVDover Corporation8 questions
- LDOSLeidos8 questions
- LUVSouthwest Airlines8 questions
- SLBSchlumberger8 questions
- EXPEExpedia Group8 questions
- QCOMQualcomm7 questions
- CATCaterpillar Inc.7 questions
- HALHalliburton7 questions
- IBMInternational Business Machines Corporation7 questions
- NCLHNorwegian Cruise Line Holdings7 questions
- RTXRTX Corporation7 questions
- VRTVertiv Holdings Co7 questions
- GDGeneral Dynamics7 questions
- DEDeere & Company6 questions
- EMREmerson Electric6 questions
- ANETArista Networks6 questions
- GEGE Aerospace6 questions
- IEXIDEX Corporation6 questions
- ITWIllinois Tool Works6 questions
- NOCNorthrop Grumman6 questions
- TRMBTrimble Inc.6 questions
- URIUnited Rentals6 questions
- WABWabtec6 questions
- AMEAmetek6 questions
- ROPRoper Technologies6 questions
- DRIDarden Restaurants5 questions
- FDXFedEx5 questions
- LMTLockheed Martin5 questions
- SWKStanley Black & Decker5 questions
- KRKroger5 questions
- CEGConstellation Energy4 questions
- IRIngersoll Rand4 questions
- VSTVistra Corp.4 questions
- LHXL3Harris4 questions
- OTISOtis Worldwide4 questions
- AMDAdvanced Micro Devices, Inc.4 questions
- RSGRepublic Services4 questions
- MRVLMarvell Technology3 questions
- COPConocoPhillips3 questions
- CVXChevron Corporation3 questions
- BKRBaker Hughes3 questions
- CAVACAVA Group, Inc.3 questions
- NRGNRG Energy3 questions
- WMWaste Management3 questions
- TGTTarget Corporation3 questions
- SNDKSandisk Corporation2 questions
- ABNBAirbnb2 questions
- EQTEQT Corporation2 questions
- HWMHowmet Aerospace2 questions
- ORCLOracle Corporation2 questions
- FANGDiamondback Energy2 questions
- CRWVCoreWeave, Inc. Class A Common Stock2 questions
- BAThe Boeing Company2 questions
- UPSUnited Parcel Service2 questions
- TSCOTractor Supply2 questions
- HDThe Home Depot, Inc.2 questions
- LOWLowe's2 questions
- MUMicron Technology, Inc.1 question
- STXSeagate Technology Holdings1 question
- WDCWestern Digital1 question
- DPZDomino's1 question
- YUMYum! Brands1 question
- BBYBest Buy1 question
- OXYOccidental Petroleum1 question
- WMTWalmart Inc.1 question
- CMGChipotle Mexican Grill1 question
- COSTCostco Wholesale Corporation1 question
- DLTRDollar Tree1 question
- HLTHilton Worldwide1 question
- DGDollar General1 question
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 Q3 | 7 | 14%1 of 7 questions | 3 | 5 |
| 2024 Q4 | 87 | 8%7 of 87 questions | 9 | 57 |
| 2025 Q1 | 89 | 6%5 of 89 questions | 8 | 59 |
| 2025 Q2 | 81 | 16%13 of 81 questions | 7 | 56 |
| 2025 Q3 | 96 | 5%5 of 96 questions | 9 | 65 |
| 2025 Q4 | 90 | 4%4 of 90 questions | 8 | 61 |
| 2026 Q1 | 86 | 8%7 of 86 questions | 8 | 60 |
| 2026 Q2 | 85 | 4%3 of 85 questions | 9 | 68 |
| 2026 Q3 | 13 | 8%1 of 13 questions | 4 | 11 |
- 2024 Q37 questions · challenge rate 14% (1 of 7 questions) · 3 analysts · 5 companies
- 2024 Q487 questions · challenge rate 8% (7 of 87 questions) · 9 analysts · 57 companies
- 2025 Q189 questions · challenge rate 6% (5 of 89 questions) · 8 analysts · 59 companies
- 2025 Q281 questions · challenge rate 16% (13 of 81 questions) · 7 analysts · 56 companies
- 2025 Q396 questions · challenge rate 5% (5 of 96 questions) · 9 analysts · 65 companies
- 2025 Q490 questions · challenge rate 4% (4 of 90 questions) · 8 analysts · 61 companies
- 2026 Q186 questions · challenge rate 8% (7 of 86 questions) · 8 analysts · 60 companies
- 2026 Q285 questions · challenge rate 4% (3 of 85 questions) · 9 analysts · 68 companies
- 2026 Q313 questions · challenge rate 8% (1 of 13 questions) · 4 analysts · 11 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand186
- Competitive Dynamics136
- Revenue Growth110
- Margin99
- Cloud & AI84
- Capital Allocation65
- Innovation & R&D63
- M&A62
- Capex Investment59
- Cost Pressure57
Show all 22 topics
- Pricing56
- Supply Chain42
- Trade Tariffs42
- Geographic Expansion40
- Guidance Reliability39
- Macroeconomic36
- Product Launch27
- Regulation Policy26
- Inventory11
- Labor Market9
- Subscriber Growth8
- Credit3
Questions by company sector
- Industrials350
- Technology129
- Consumer Cyclical77
- Energy29
- Basic Materials13
- Healthcare13
- Consumer Defensive12
- Utilities11