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Research firm
Seaport Research Partners
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 382on tracked calls
- Challenge rate
- 8%31 of 382 questions
- Analysts
- 17with at least one question
- Companies
- 68questioned 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 |
|---|---|---|---|
| Jim Mitchell | 8 | 68 | 4%3 of 68 questions |
| Angie Storozynski | 10 | 59 | 22%13 of 59 questions |
| Mark Weintraub | 4 | 57 | 7%4 of 57 questions |
| Scott Graham | 6 | 40 | 8%3 of 40 questions |
| Sunil Sibal | 4 | 26 | 0%none of 26 questions |
| Mike Harrison | 4 | 22 | 5%1 of 22 questions |
| Ken Zener | 3 | 19 | 16%3 of 19 questions |
| Richard Safran | 5 | 17 | 0%none of 17 questions |
| Walter Liptak | 2 | 15 | 0%none of 15 questions |
| David Joyce | 6 | 15 | 7%1 of 15 questions |
- Jim Mitchell8 companies · 68 questions4%3 of 68 questions
- Angie Storozynski10 companies · 59 questions22%13 of 59 questions
- Mark Weintraub4 companies · 57 questions7%4 of 57 questions
- Scott Graham6 companies · 40 questions8%3 of 40 questions
- Sunil Sibal4 companies · 26 questions0%none of 26 questions
- Mike Harrison4 companies · 22 questions5%1 of 22 questions
- Ken Zener3 companies · 19 questions16%3 of 19 questions
- Richard Safran5 companies · 17 questions0%none of 17 questions
- Walter Liptak2 companies · 15 questions0%none of 15 questions
- David Joyce6 companies · 15 questions7%1 of 15 questions
Show all 17 analysts
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Jeff Cantwell | 6 | 12 | 0%none of 12 questions |
| Dan McKenzieLimited sample | 2 | 9 | 11%1 of 9 questions |
| Jeff CampbellLimited sample | 1 | 9 | 0%none of 9 questions |
| Gerrick JohnsonLimited sample | 1 | 5 | 40%2 of 5 questions |
| Aaron KesslerLimited sample | 3 | 4 | 0%none of 4 questions |
| Martin EnglertLimited sample | 2 | 4 | 0%none of 4 questions |
| John MazzoniLimited sample | 1 | 1 | 0%none of 1 question |
- Jeff Cantwell6 companies · 12 questions0%none of 12 questions
- 11%1 of 9 questions
- 0%none of 9 questions
- 40%2 of 5 questions
- 0%none of 4 questions
- 0%none of 4 questions
- 0%none of 1 question
Companies
Most questions first, counting every analyst at this firm.
- WYWeyerhaeuser16 questions
- IPInternational Paper15 questions
- CCitigroup14 questions
- NDSNNordson Corporation14 questions
- PPLPPL Corporation14 questions
- DHID. R. Horton13 questions
- JPMJPMorgan Chase & Co.13 questions
- PKGPackaging Corporation of America13 questions
- STTState Street Corporation13 questions
- SWSmurfit WestRock13 questions
- BACBank of America12 questions
- NRGNRG Energy11 questions
- OKEONEOK11 questions
- AMEAmetek10 questions
- AOSA. O. Smith10 questions
- RJFRaymond James Financial10 questions
- TRGPTarga Resources10 questions
- OKLOOklo Inc.9 questions
- NWSNews Corp (Class B)7 questions
- APHAmphenol7 questions
- AWKAmerican Water Works7 questions
- ECLEcolab7 questions
- LUVSouthwest Airlines7 questions
- SHWThe Sherwin-Williams Company7 questions
Show all 68 companies
- NOCNorthrop Grumman6 questions
- CEGConstellation Energy6 questions
- VSTVistra Corp.6 questions
- HASHasbro5 questions
- PPGPPG Industries5 questions
- FTVFortive5 questions
- LMTLockheed Martin5 questions
- PHMPulteGroup4 questions
- HUBBHubbell Incorporated4 questions
- PNRPentair4 questions
- WMBWilliams Companies4 questions
- SOSouthern Company4 questions
- ESEversource Energy4 questions
- NTRSNorthern Trust4 questions
- APDAir Products3 questions
- NFLXNetflix, Inc.3 questions
- CRCLCircle Internet Group3 questions
- ETREntergy3 questions
- LHXL3Harris3 questions
- AFRMAffirm Holdings, Inc.2 questions
- DALDelta Air Lines2 questions
- VVisa Inc.2 questions
- BAThe Boeing Company2 questions
- STLDSteel Dynamics2 questions
- GPNGlobal Payments2 questions
- ROKURoku, Inc.2 questions
- DTEDTE Energy2 questions
- EIXEdison International2 questions
- HIMSHims & Hers Health, Inc.2 questions
- LENLennar2 questions
- NUENucor2 questions
- SHOPShopify2 questions
- KMIKinder Morgan1 question
- SKYDSkydance Corporation1 question
- CHYMChime Financial, Inc. Class A Common Stock1 question
- FICOFair Isaac1 question
- GDGeneral Dynamics1 question
- IEXIDEX Corporation1 question
- WBDWarner Bros. Discovery1 question
- BNYBNY Mellon1 question
- GSThe Goldman Sachs Group, Inc.1 question
- LYVLive Nation Entertainment1 question
- DUOLDuolingo, Inc.1 question
- GDDYGoDaddy1 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 | 2 | 50%1 of 2 questions | 1 | 1 |
| 2024 Q4 | 58 | 5%3 of 58 questions | 15 | 36 |
| 2025 Q1 | 57 | 7%4 of 57 questions | 12 | 35 |
| 2025 Q2 | 58 | 17%10 of 58 questions | 11 | 31 |
| 2025 Q3 | 60 | 2%1 of 60 questions | 13 | 38 |
| 2025 Q4 | 59 | 8%5 of 59 questions | 14 | 35 |
| 2026 Q1 | 49 | 10%5 of 49 questions | 14 | 31 |
| 2026 Q2 | 37 | 5%2 of 37 questions | 14 | 31 |
| 2026 Q3 | 2 | 0%none of 2 questions | 1 | 1 |
- 2024 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 analyst · 1 company
- 2024 Q458 questions · challenge rate 5% (3 of 58 questions) · 15 analysts · 36 companies
- 2025 Q157 questions · challenge rate 7% (4 of 57 questions) · 12 analysts · 35 companies
- 2025 Q258 questions · challenge rate 17% (10 of 58 questions) · 11 analysts · 31 companies
- 2025 Q360 questions · challenge rate 2% (1 of 60 questions) · 13 analysts · 38 companies
- 2025 Q459 questions · challenge rate 8% (5 of 59 questions) · 14 analysts · 35 companies
- 2026 Q149 questions · challenge rate 10% (5 of 49 questions) · 14 analysts · 31 companies
- 2026 Q237 questions · challenge rate 5% (2 of 37 questions) · 14 analysts · 31 companies
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 1 analyst · 1 company
Topics and sectors
Topics tagged on this firm’s questions
- Demand111
- Margin73
- Revenue Growth65
- Competitive Dynamics64
- Pricing51
- Capital Allocation42
- Regulation Policy40
- Cost Pressure36
- M&A36
- Macroeconomic29
Show all 23 topics
- Capex Investment27
- Cloud & AI25
- Innovation & R&D24
- Guidance Reliability23
- Supply Chain15
- Credit15
- Geographic Expansion15
- Product Launch14
- Trade Tariffs9
- Subscriber Growth5
- Fx2
- Labor Market2
- Inventory2
Questions by company sector
- Financial Services75
- Industrials71
- Utilities68
- Consumer Cyclical65
- Energy26
- Basic Materials26
- Technology18
- Real Estate16
- Communication Services15
- Healthcare2