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Baird — Tellvest
Firms
/
Baird
Baird
Industrials (14)
Consumer Cyclical (11)
Technology (5)
Communication Services (5)
Basic Materials (5)
Consumer Defensive (4)
Real Estate (3)
Financial Services (3)
12
Analysts
15
Companies
50
Questions
Trends
up to 8 quarters
Questions per Quarter
8
2024Q4: 8
2024Q4
7
2025Q1: 7
2025Q1
13
2025Q2: 13
2025Q2
11
2025Q3: 11
2025Q3
11
2025Q4: 11
2025Q4
Active Analysts
7
2024Q4: 7
2024Q4
6
2025Q1: 6
2025Q1
11
2025Q2: 11
2025Q2
10
2025Q3: 10
2025Q3
10
2025Q4: 10
2025Q4
Companies Covered
8
2024Q4: 8
2024Q4
7
2025Q1: 7
2025Q1
13
2025Q2: 13
2025Q2
11
2025Q3: 11
2025Q3
11
2025Q4: 11
2025Q4
Analysts
12
Analyst
Coverage
Questions
Peter Arment
BA
RTX
10
Dave Tarantino
MCD
5
Ghansham Panjabi
SHW
5
Vikram Kasturi
Focus Areas
21 topics
Demand
19
Margin
10
Revenue Growth
10
Pricing
10
Geographic Expansion
8
Competitive Dynamics
6
Cloud & AI
5
Guidance Reliability
4
Capex Investment
4
Supply Chain
4
Company Coverage
15 companies
APH
Amphenol
5q
BA
The Boeing Company
5q
MCD
McDonald's Corporation
5q
NFLX
Netflix, Inc.
5q
RTX
RTX Corporation
5q
SHW
The Sherwin-Williams Company
5q
CAT
Caterpillar Inc.
4q
NFLX
5
Luke Junk
APH
5
Mig Dobre
CAT
4
Peter Benedict
COST
WMT
4
Nick Thillman
PLD
3
Dave Koning
MA
V
3
Colin Sebastian
AMZN
2
Jon Komp
NKE
2
Mark Alschwager
TJX
2
Peter Arment
2 companies
10
Dave Tarantino
1 company
5
Ghansham Panjabi
1 company
5
Vikram Kasturi
1 company
5
Luke Junk
1 company
5
Mig Dobre
1 company
4
Peter Benedict
2 companies
4
Nick Thillman
1 company
3
Dave Koning
2 companies
3
Colin Sebastian
1 company
2
Jon Komp
1 company
2
Mark Alschwager
1 company
2
Innovation & R&D
4
Subscriber Growth
3
Macroeconomic
3
Capital Allocation
2
Product Launch
2
Regulation Policy
2
Trade Tariffs
2
Cost Pressure
2
Credit
2
M&A
1
Fx
1
COST
Costco Wholesale Corporation
3q
PLD
Prologis
3q
TJX
TJX Companies
2q
NKE
NIKE, Inc.
2q
AMZN
Amazon.com, Inc.
2q
MA
Mastercard
2q
WMT
Walmart Inc.
1q
V
Visa Inc.
1q