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Research firm
Robert W. Baird
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 1,258on tracked calls
- Challenge rate
- 5%69 of 1,258 questions
- Analysts
- 63with at least one question
- Companies
- 183questioned 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 |
|---|---|---|---|
| Mike Halloran | 9 | 106 | 1%1 of 106 questions |
| Dave Manthey | 7 | 69 | 9%6 of 69 questions |
| Joe Vruwink | 6 | 61 | 2%1 of 61 questions |
| Peter Arment | 11 | 56 | 0%none of 56 questions |
| Wes Golladay | 12 | 54 | 0%none of 54 questions |
| Colin Sebastian | 11 | 53 | 0%none of 53 questions |
| Jeff Johnson | 6 | 52 | 17%9 of 52 questions |
| Jeff Meuler | 7 | 51 | 18%9 of 51 questions |
| Dave Koning | 8 | 49 | 10%5 of 49 questions |
| David Tarantino | 7 | 48 | 13%6 of 48 questions |
- Mike Halloran9 companies · 106 questions1%1 of 106 questions
- Dave Manthey7 companies · 69 questions9%6 of 69 questions
- Joe Vruwink6 companies · 61 questions2%1 of 61 questions
- Peter Arment11 companies · 56 questions0%none of 56 questions
- Wes Golladay12 companies · 54 questions0%none of 54 questions
- Colin Sebastian11 companies · 53 questions0%none of 53 questions
- Jeff Johnson6 companies · 52 questions17%9 of 52 questions
- Jeff Meuler7 companies · 51 questions18%9 of 51 questions
- Dave Koning8 companies · 49 questions10%5 of 49 questions
- David Tarantino7 companies · 48 questions13%6 of 48 questions
Show all 63 analysts
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Ghansham Panjabi | 6 | 47 | 9%4 of 47 questions |
| Rob Mason | 6 | 40 | 0%none of 40 questions |
| Luke Junk | 6 | 36 | 0%none of 36 questions |
| Peter Benedict | 5 | 34 | 0%none of 34 questions |
| Mark Marcon | 3 | 34 | 3%1 of 34 questions |
| Catherine Schulte | 6 | 34 | 12%4 of 34 questions |
| Rob Oliver | 4 | 32 | 0%none of 32 questions |
| Chris O'Cull | 5 | 32 | 6%2 of 32 questions |
| Eric Coldwell | 7 | 29 | 7%2 of 29 questions |
| Andy Wittmann | 3 | 28 | 14%4 of 28 questions |
| Vikram Kesavabhotla | 4 | 25 | 0%none of 25 questions |
| Mark Altschwager | 5 | 25 | 0%none of 25 questions |
| Will Power | 4 | 23 | 0%none of 23 questions |
| Mig Dobre | 5 | 22 | 9%2 of 22 questions |
| Craig Kennison | 2 | 20 | 10%2 of 20 questions |
| Mike Ha | 5 | 20 | 20%4 of 20 questions |
| Tim Wojs | 2 | 19 | 0%none of 19 questions |
| Michael Bellisario | 3 | 18 | 6%1 of 18 questions |
| Ben Kallo | 5 | 17 | 0%none of 17 questions |
| Justin Hauke | 3 | 16 | 6%1 of 16 questions |
| Jon Komp | 2 | 13 | 15%2 of 13 questions |
| Shrenik Kothari | 3 | 12 | 0%none of 12 questions |
| Quinn Fredrickson | 7 | 12 | 0%none of 12 questions |
| Mason Guell | 6 | 11 | 0%none of 11 questions |
| Nick ThillmanLimited sample | 1 | 5 | 0%none of 5 questions |
| Andrew NorthLimited sample | 1 | 5 | 0%none of 5 questions |
| Alec FeyginLimited sample | 3 | 5 | 0%none of 5 questions |
| Yujin ParkLimited sample | 3 | 4 | 0%none of 4 questions |
| Tristan GerraLimited sample | 1 | 3 | 0%none of 3 questions |
| Robbie BambergerLimited sample | 3 | 3 | 67%2 of 3 questions |
| Jan EngelbrechtLimited sample | 1 | 3 | 0%none of 3 questions |
| Yani SimolosLimited sample | 1 | 2 | 0%none of 2 questions |
| Dave GeorgeLimited sample | 1 | 2 | 0%none of 2 questions |
| Joshua MontpasLimited sample | 1 | 2 | 0%none of 2 questions |
| Justin KlaburLimited sample | 1 | 2 | 0%none of 2 questions |
| Dave SandlerLimited sample | 1 | 2 | 0%none of 2 questions |
| Steve PollockLimited sample | 1 | 2 | 0%none of 2 questions |
| Rob SchultzLimited sample | 1 | 2 | 0%none of 2 questions |
| Tom PetersonLimited sample | 1 | 2 | 0%none of 2 questions |
| Dan MooreLimited sample | 1 | 2 | 0%none of 2 questions |
| Dave SunderlandLimited sample | 1 | 2 | 0%none of 2 questions |
| Dave RescottLimited sample | 1 | 1 | 0%none of 1 question |
| Drew NorrisLimited sample | 1 | 1 | 0%none of 1 question |
| Zach BackLimited sample | 1 | 1 | 0%none of 1 question |
| Brian SkorneyLimited sample | 1 | 1 | 0%none of 1 question |
| Brennan CrowleyLimited sample | 1 | 1 | 0%none of 1 question |
| Alice WycklendtLimited sample | 1 | 1 | 0%none of 1 question |
| Matt KruegerLimited sample | 1 | 1 | 0%none of 1 question |
| Jay LewisLimited sample | 1 | 1 | 0%none of 1 question |
| Dan HoganLimited sample | 1 | 1 | 0%none of 1 question |
| Mason GaleLimited sample | 1 | 1 | 0%none of 1 question |
| Justin HockLimited sample | 1 | 1 | 100%1 of 1 question |
| Jacob HaggartyLimited sample | 1 | 1 | 0%none of 1 question |
- Ghansham Panjabi6 companies · 47 questions9%4 of 47 questions
- Rob Mason6 companies · 40 questions0%none of 40 questions
- Luke Junk6 companies · 36 questions0%none of 36 questions
- Peter Benedict5 companies · 34 questions0%none of 34 questions
- Mark Marcon3 companies · 34 questions3%1 of 34 questions
- Catherine Schulte6 companies · 34 questions12%4 of 34 questions
- Rob Oliver4 companies · 32 questions0%none of 32 questions
- Chris O'Cull5 companies · 32 questions6%2 of 32 questions
- Eric Coldwell7 companies · 29 questions7%2 of 29 questions
- Andy Wittmann3 companies · 28 questions14%4 of 28 questions
- Vikram Kesavabhotla4 companies · 25 questions0%none of 25 questions
- Mark Altschwager5 companies · 25 questions0%none of 25 questions
- Will Power4 companies · 23 questions0%none of 23 questions
- Mig Dobre5 companies · 22 questions9%2 of 22 questions
- Craig Kennison2 companies · 20 questions10%2 of 20 questions
- Mike Ha5 companies · 20 questions20%4 of 20 questions
- Tim Wojs2 companies · 19 questions0%none of 19 questions
- Michael Bellisario3 companies · 18 questions6%1 of 18 questions
- Ben Kallo5 companies · 17 questions0%none of 17 questions
- Justin Hauke3 companies · 16 questions6%1 of 16 questions
- Jon Komp2 companies · 13 questions15%2 of 13 questions
- Shrenik Kothari3 companies · 12 questions0%none of 12 questions
- Quinn Fredrickson7 companies · 12 questions0%none of 12 questions
- Mason Guell6 companies · 11 questions0%none of 11 questions
- 0%none of 5 questions
- 0%none of 5 questions
- 0%none of 5 questions
- 0%none of 4 questions
- 0%none of 3 questions
- 67%2 of 3 questions
- 0%none of 3 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 100%1 of 1 question
- 0%none of 1 question
Companies
Most questions first, counting every analyst at this firm.
- VRSNVerisign20 questions
- CMGChipotle Mexican Grill18 questions
- ADPADP16 questions
- KEYSKeysight Technologies16 questions
- NDSNNordson Corporation16 questions
- JJacobs Solutions15 questions
- XYLXylem Inc.15 questions
- SNASnap-on15 questions
- ADSKAutodesk14 questions
- ACNAccenture14 questions
- CPRTCopart14 questions
- DPZDomino's14 questions
- SBUXStarbucks14 questions
- SNPSSynopsys14 questions
- AOSA. O. Smith14 questions
- CAVACAVA Group, Inc.14 questions
- IEXIDEX Corporation14 questions
- DRIDarden Restaurants13 questions
- COOCooper Companies (The)13 questions
- ALGNAlign Technology13 questions
- BALLBall Corporation13 questions
- EFXEquifax13 questions
- FASTFastenal13 questions
- GDDYGoDaddy13 questions
Show all 183 companies
- IRIngersoll Rand13 questions
- POOLPool Corporation13 questions
- VEEVVeeva Systems Inc.12 questions
- PAYXPaychex12 questions
- ALLEAllegion12 questions
- BLDRBuilders FirstSource12 questions
- GWWW. W. Grainger12 questions
- ITGartner11 questions
- ROPRoper Technologies11 questions
- TXTTextron11 questions
- ZBRAZebra Technologies11 questions
- DOCHealthpeak Properties11 questions
- LOWLowe's11 questions
- CTASCintas10 questions
- FICOFair Isaac10 questions
- AXONAxon Enterprise Inc.10 questions
- DECKDeckers Brands10 questions
- FERGFerguson plc10 questions
- HSICHenry Schein10 questions
- TRMBTrimble Inc.10 questions
- VLTOVeralto10 questions
- WSMWilliams-Sonoma10 questions
- MTDMettler Toledo10 questions
- WATWaters Corporation10 questions
- PHParker Hannifin9 questions
- JKHYJack Henry & Associates9 questions
- CPAYCorpay9 questions
- DOVDover Corporation9 questions
- NFLXNetflix, Inc.9 questions
- ORealty Income9 questions
- PODDInsulet Corporation9 questions
- ROSTRoss Stores9 questions
- RSGRepublic Services9 questions
- SWKStanley Black & Decker9 questions
- TTWOTake-Two Interactive8 questions
- BEBloom Energy Corporation8 questions
- EBAYeBay8 questions
- EMEEMCOR Group, Inc.8 questions
- PNRPentair8 questions
- CRLCharles River Laboratories8 questions
- RVTYRevvity8 questions
- UHSUniversal Health Services8 questions
- AMCRAmcor7 questions
- CAHCardinal Health7 questions
- APHAmphenol7 questions
- AVYAvery Dennison7 questions
- BAThe Boeing Company7 questions
- GNRCGenerac7 questions
- HOGHarley-Davidson, Inc.7 questions
- HSTHost Hotels & Resorts7 questions
- IFFInternational Flavors & Fragrances7 questions
- MCDMcDonald's Corporation7 questions
- PPGPPG Industries7 questions
- PWRQuanta Services7 questions
- RTXRTX Corporation7 questions
- SHWThe Sherwin-Williams Company7 questions
- SPGIS&P Global7 questions
- TELTE Connectivity7 questions
- TSCOTractor Supply7 questions
- TWLOTwilio Inc.7 questions
- TYLTyler Technologies7 questions
- AKAMAkamai Technologies7 questions
- AREAlexandria Real Estate Equities7 questions
- MAAMid-America Apartment Communities7 questions
- VTRVentas7 questions
- AMZNAmazon.com, Inc.6 questions
- CARTMaplebear Inc.6 questions
- CATCaterpillar Inc.6 questions
- FTVFortive6 questions
- GPNGlobal Payments6 questions
- HLTHilton Worldwide6 questions
- LHLabCorp6 questions
- MARMarriott International6 questions
- NOCNorthrop Grumman6 questions
- VRSKVerisk6 questions
- YELPYelp Inc.6 questions
- ESSEssex Property Trust6 questions
- KIMKimco Realty6 questions
- LCIDLucid Group, Inc.6 questions
- TECHBio-Techne6 questions
- WTWWillis Towers Watson6 questions
- YUMYum! Brands6 questions
- ZSZscaler6 questions
- TPRTapestry, Inc.5 questions
- COSTCostco Wholesale Corporation5 questions
- PTCPTC Inc.5 questions
- ABNBAirbnb5 questions
- CDNSCadence Design Systems5 questions
- CPTCamden Property Trust5 questions
- DXCMDexCom5 questions
- IQVIQVIA5 questions
- PLDPrologis5 questions
- ECLEcolab5 questions
- FISVFiserv, Inc.5 questions
- GDGeneral Dynamics5 questions
- LDOSLeidos5 questions
- LHXL3Harris5 questions
- FTNTFortinet5 questions
- TJXTJX Companies4 questions
- CNCCentene Corporation4 questions
- DGXQuest Diagnostics4 questions
- PINSPinterest, Inc.4 questions
- RKLBRocket Lab USA, Inc.4 questions
- ROKRockwell Automation4 questions
- UDRUDR, Inc.4 questions
- WELLWelltower4 questions
- HUMHumana4 questions
- SHOPShopify4 questions
- REGRegency Centers4 questions
- ULTAUlta Beauty4 questions
- ITWIllinois Tool Works4 questions
- FLEXFlex Ltd.3 questions
- CORCencora3 questions
- JBLJabil3 questions
- VVisa Inc.3 questions
- HWMHowmet Aerospace3 questions
- LULULululemon Athletica3 questions
- MCOMoody's Corporation3 questions
- NKENIKE, Inc.3 questions
- TDGTransDigm Group3 questions
- TEAMAtlassian3 questions
- EAElectronic Arts3 questions
- FSLRFirst Solar3 questions
- STXSeagate Technology Holdings3 questions
- AMEAmetek3 questions
- LMTLockheed Martin3 questions
- ALBAlbemarle Corporation3 questions
- CSGPCoStar Group3 questions
- ELVElevance Health3 questions
- DEDeere & Company2 questions
- AAgilent Technologies2 questions
- NBISNebius Group N.V.2 questions
- TKOTKO Group Holdings2 questions
- AZOAutoZone2 questions
- ILMNIllumina, Inc.2 questions
- WMTWalmart Inc.2 questions
- ZBHZimmer Biomet2 questions
- JBHTJ.B. Hunt2 questions
- MAMastercard2 questions
- PNCPNC Financial Services2 questions
- PYPLPayPal2 questions
- XYZBlock, Inc.2 questions
- WMWaste Management2 questions
- AFRMAffirm Holdings, Inc.1 question
- TEMTempus AI, Inc.1 question
- URIUnited Rentals1 question
- VRTVertiv Holdings Co1 question
- UNHUnitedHealth Group Incorporated1 question
- BIIBBiogen1 question
- COINCoinbase Global1 question
- MCKMcKesson Corporation1 question
- NETCloudflare, Inc.1 question
- RDDTReddit, Inc.1 question
- RIVNRivian Automotive, Inc.1 question
- ROKURoku, Inc.1 question
- VICIVici Properties1 question
- MDBMongoDB, Inc.1 question
- MDTMedtronic1 question
- SYFSynchrony Financial1 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 | 25 | 8%2 of 25 questions | 13 | 17 |
| 2024 Q4 | 169 | 8%13 of 169 questions | 37 | 117 |
| 2025 Q1 | 172 | 5%9 of 172 questions | 38 | 116 |
| 2025 Q2 | 172 | 6%10 of 172 questions | 39 | 120 |
| 2025 Q3 | 181 | 7%13 of 181 questions | 39 | 125 |
| 2025 Q4 | 185 | 5%9 of 185 questions | 43 | 127 |
| 2026 Q1 | 183 | 4%7 of 183 questions | 39 | 121 |
| 2026 Q2 | 149 | 3%5 of 149 questions | 39 | 114 |
| 2026 Q3 | 22 | 5%1 of 22 questions | 13 | 17 |
- 2024 Q325 questions · challenge rate 8% (2 of 25 questions) · 13 analysts · 17 companies
- 2024 Q4169 questions · challenge rate 8% (13 of 169 questions) · 37 analysts · 117 companies
- 2025 Q1172 questions · challenge rate 5% (9 of 172 questions) · 38 analysts · 116 companies
- 2025 Q2172 questions · challenge rate 6% (10 of 172 questions) · 39 analysts · 120 companies
- 2025 Q3181 questions · challenge rate 7% (13 of 181 questions) · 39 analysts · 125 companies
- 2025 Q4185 questions · challenge rate 5% (9 of 185 questions) · 43 analysts · 127 companies
- 2026 Q1183 questions · challenge rate 4% (7 of 183 questions) · 39 analysts · 121 companies
- 2026 Q2149 questions · challenge rate 3% (5 of 149 questions) · 39 analysts · 114 companies
- 2026 Q322 questions · challenge rate 5% (1 of 22 questions) · 13 analysts · 17 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand455
- Revenue Growth275
- Competitive Dynamics239
- Margin202
- Cloud & AI130
- Pricing127
- Guidance Reliability123
- Innovation & R&D101
- Product Launch99
- Geographic Expansion94
Show all 23 topics
- Cost Pressure89
- Capex Investment88
- M&A80
- Capital Allocation79
- Regulation Policy68
- Trade Tariffs63
- Macroeconomic54
- Subscriber Growth43
- Supply Chain38
- Credit24
- Labor Market9
- Fx9
- Inventory6
Questions by company sector
- Industrials428
- Technology260
- Consumer Cyclical233
- Healthcare159
- Real Estate86
- Basic Materials29
- Financial Services28
- Communication Services25
- Consumer Defensive7
- Energy3