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Research firm
Vertical Research Partners
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).
- Questions
- 454on tracked calls
- Challenge rate
- 9%43 of 454 questions
- Analysts
- 8with at least one question
- Companies
- 56questioned 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 |
|---|---|---|---|
| Jeff Sprague | 23 | 214 | 13%28 of 214 questions |
| Rob Stallard | 11 | 74 | 14%10 of 74 questions |
| Kevin McCarthy | 10 | 69 | 4%3 of 69 questions |
| Mike Dudas | 6 | 39 | 3%1 of 39 questions |
| Rob Jamieson | 6 | 33 | 0%none of 33 questions |
| Adam Baumgarten | 4 | 17 | 0%none of 17 questions |
| Matt HettwerLimited sample | 3 | 6 | 17%1 of 6 questions |
| Jess BrockLimited sample | 1 | 2 | 0%none of 2 questions |
- Jeff Sprague23 companies · 214 questions13%28 of 214 questions
- Rob Stallard11 companies · 74 questions14%10 of 74 questions
- Kevin McCarthy10 companies · 69 questions4%3 of 69 questions
- Mike Dudas6 companies · 39 questions3%1 of 39 questions
- Rob Jamieson6 companies · 33 questions0%none of 33 questions
- Adam Baumgarten4 companies · 17 questions0%none of 17 questions
- 17%1 of 6 questions
- 0%none of 2 questions
Companies
Most questions first, counting every analyst at this firm.
- HUBBHubbell Incorporated17 questions
- JJacobs Solutions15 questions
- MMM3M Company14 questions
- OTISOtis Worldwide14 questions
- PHParker Hannifin13 questions
- IRIngersoll Rand13 questions
- LIILennox International13 questions
- APDAir Products12 questions
- CARRCarrier Global12 questions
- DOVDover Corporation12 questions
- TXTTextron12 questions
- EMREmerson Electric11 questions
- ALLEAllegion11 questions
- DDDuPont11 questions
- TTTrane Technologies11 questions
- VRTVertiv Holdings Co11 questions
- GDGeneral Dynamics10 questions
- KEYSKeysight Technologies10 questions
- NOCNorthrop Grumman10 questions
- AMEAmetek10 questions
- TDGTransDigm Group9 questions
- TDYTeledyne Technologies9 questions
- ALBAlbemarle Corporation8 questions
- ETNEaton Corporation8 questions
Show all 56 companies
- SHWThe Sherwin-Williams Company8 questions
- FTVFortive8 questions
- JCIJohnson Controls7 questions
- CTVACorteva7 questions
- DOWDow Inc.7 questions
- ECLEcolab7 questions
- IFFInternational Flavors & Fragrances7 questions
- LINLinde plc7 questions
- MLMMartin Marietta Materials7 questions
- PPGPPG Industries7 questions
- RTXRTX Corporation7 questions
- VMCVulcan Materials Company7 questions
- HWMHowmet Aerospace6 questions
- LYBLyondellBasell6 questions
- NDSNNordson Corporation6 questions
- PWRQuanta Services6 questions
- VLTOVeralto6 questions
- BLDRBuilders FirstSource6 questions
- IEXIDEX Corporation6 questions
- MASMasco6 questions
- ROKRockwell Automation5 questions
- LHXL3Harris5 questions
- LMTLockheed Martin5 questions
- SWKStanley Black & Decker5 questions
- BAThe Boeing Company4 questions
- GEGE Aerospace4 questions
- ITWIllinois Tool Works4 questions
- HONHoneywell International Inc.3 questions
- CRHCRH plc3 questions
- ZBRAZebra Technologies3 questions
- HIIHuntington Ingalls Industries2 questions
- FCXFreeport-McMoRan1 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 | 9 | 11%1 of 9 questions | 4 | 6 |
| 2024 Q4 | 72 | 6%4 of 72 questions | 7 | 44 |
| 2025 Q1 | 62 | 8%5 of 62 questions | 6 | 40 |
| 2025 Q2 | 66 | 18%12 of 66 questions | 6 | 42 |
| 2025 Q3 | 65 | 11%7 of 65 questions | 7 | 44 |
| 2025 Q4 | 59 | 12%7 of 59 questions | 6 | 39 |
| 2026 Q1 | 64 | 5%3 of 64 questions | 7 | 42 |
| 2026 Q2 | 57 | 7%4 of 57 questions | 6 | 44 |
- 2024 Q39 questions · challenge rate 11% (1 of 9 questions) · 4 analysts · 6 companies
- 2024 Q472 questions · challenge rate 6% (4 of 72 questions) · 7 analysts · 44 companies
- 2025 Q162 questions · challenge rate 8% (5 of 62 questions) · 6 analysts · 40 companies
- 2025 Q266 questions · challenge rate 18% (12 of 66 questions) · 6 analysts · 42 companies
- 2025 Q365 questions · challenge rate 11% (7 of 65 questions) · 7 analysts · 44 companies
- 2025 Q459 questions · challenge rate 12% (7 of 59 questions) · 6 analysts · 39 companies
- 2026 Q164 questions · challenge rate 5% (3 of 64 questions) · 7 analysts · 42 companies
- 2026 Q257 questions · challenge rate 7% (4 of 57 questions) · 6 analysts · 44 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand155
- Margin86
- Revenue Growth72
- Pricing58
- Capital Allocation56
- M&A56
- Trade Tariffs50
- Competitive Dynamics45
- Supply Chain44
- Capex Investment35
Show all 23 topics
- Cost Pressure35
- Regulation Policy28
- Guidance Reliability26
- Macroeconomic25
- Geographic Expansion25
- Innovation & R&D23
- Inventory17
- Cloud & AI12
- Product Launch8
- Labor Market5
- Subscriber Growth4
- Fx4
- Credit2
Questions by company sector
- Industrials319
- Basic Materials105
- Technology30