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Research firm
Northcoast Research
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 144on tracked calls
- Challenge rate
- 5%7 of 144 questions
- Analysts
- 7with at least one question
- Companies
- 25questioned 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 |
|---|---|---|---|
| Keith Housum | 6 | 51 | 4%2 of 51 questions |
| Kartik Mehta | 4 | 39 | 3%1 of 39 questions |
| Chuck Cerankosky | 5 | 21 | 0%none of 21 questions |
| John Healy | 3 | 12 | 8%1 of 12 questions |
| Jim Sanderson | 3 | 10 | 0%none of 10 questions |
| Ryan ConnorsLimited sample | 2 | 6 | 33%2 of 6 questions |
| Sam SnyderLimited sample | 3 | 5 | 20%1 of 5 questions |
- Keith Housum6 companies · 51 questions4%2 of 51 questions
- Kartik Mehta4 companies · 39 questions3%1 of 39 questions
- Chuck Cerankosky5 companies · 21 questions0%none of 21 questions
- John Healy3 companies · 12 questions8%1 of 12 questions
- Jim Sanderson3 companies · 10 questions0%none of 10 questions
- 33%2 of 6 questions
- 20%1 of 5 questions
Companies
Most questions first, counting every analyst at this firm.
- JKHYJack Henry & Associates12 questions
- ADPADP12 questions
- ZBRAZebra Technologies12 questions
- PAYXPaychex11 questions
- CDWCDW11 questions
- MSIMotorola Solutions10 questions
- CPRTCopart9 questions
- DRIDarden Restaurants8 questions
- AXONAxon Enterprise Inc.8 questions
- CASYCasey's General Stores, Inc.7 questions
- GNRCGenerac7 questions
- SHWThe Sherwin-Williams Company7 questions
- AOSA. O. Smith4 questions
- VLTOVeralto4 questions
- CTASCintas4 questions
- KRKroger4 questions
- TYLTyler Technologies3 questions
- CVNACarvana Co.2 questions
- TSCOTractor Supply2 questions
- FIXComfort Systems USA, Inc.2 questions
- CAVACAVA Group, Inc.1 question
- HOGHarley-Davidson, Inc.1 question
- EMEEMCOR Group, Inc.1 question
- COSTCostco Wholesale Corporation1 question
Show all 25 companies
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 | 3 | 0%none of 3 questions | 1 | 2 |
| 2024 Q4 | 16 | 6%1 of 16 questions | 3 | 11 |
| 2025 Q1 | 18 | 0%none of 18 questions | 4 | 14 |
| 2025 Q2 | 27 | 7%2 of 27 questions | 5 | 17 |
| 2025 Q3 | 18 | 0%none of 18 questions | 5 | 11 |
| 2025 Q4 | 24 | 13%3 of 24 questions | 6 | 15 |
| 2026 Q1 | 17 | 0%none of 17 questions | 4 | 11 |
| 2026 Q2 | 17 | 6%1 of 17 questions | 6 | 12 |
| 2026 Q3 | 4 | 0%none of 4 questions | 4 | 4 |
- 2024 Q33 questions · challenge rate 0% (none of 3 questions) · 1 analyst · 2 companies
- 2024 Q416 questions · challenge rate 6% (1 of 16 questions) · 3 analysts · 11 companies
- 2025 Q118 questions · challenge rate 0% (none of 18 questions) · 4 analysts · 14 companies
- 2025 Q227 questions · challenge rate 7% (2 of 27 questions) · 5 analysts · 17 companies
- 2025 Q318 questions · challenge rate 0% (none of 18 questions) · 5 analysts · 11 companies
- 2025 Q424 questions · challenge rate 13% (3 of 24 questions) · 6 analysts · 15 companies
- 2026 Q117 questions · challenge rate 0% (none of 17 questions) · 4 analysts · 11 companies
- 2026 Q217 questions · challenge rate 6% (1 of 17 questions) · 6 analysts · 12 companies
- 2026 Q34 questions · challenge rate 0% (none of 4 questions) · 4 analysts · 4 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand62
- Competitive Dynamics35
- Pricing28
- Revenue Growth22
- M&A19
- Macroeconomic15
- Capital Allocation13
- Innovation & R&D13
- Product Launch11
- Cloud & AI10
Show all 21 topics
- Cost Pressure7
- Trade Tariffs7
- Capex Investment6
- Supply Chain6
- Regulation Policy5
- Margin5
- Geographic Expansion5
- Subscriber Growth5
- Labor Market5
- Guidance Reliability2
- Inventory1
Questions by company sector
- Industrials53
- Technology48
- Consumer Cyclical30
- Basic Materials7
- Consumer Defensive5
- Communication Services1