Stocks股票 / Industrials / BLBD
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考;使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动,请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Price chart价格图表
Technicals技术面
daily bars日线数据 · 2026-09-23Earnings财务业绩
Beat expectations 4 quarters in a row连续 4 季度超预期
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度(近几个季度) · average平均 24.7%
Financials财务数据
fiscal years财年Leverage杠杆
Capital allocation资本配置
Debt coming due到期债务
FY2025 10-KIn the 12-month bucket following fiscal period end 2025-09-27, it reported $5.0M due — about 6% of its disclosed principal.在财年期末 2025-09-27 之后12个月的区间内,已披露到期本金为 $5.0M,约占其披露本金的 6%。
All maturity buckets are measured from fiscal period end 2025-09-27, not from today.所有到期区间均从财年期末 2025-09-27 起算,而非从今天起算。
A cash-flow scenario is unavailable until the filing inputs are verified.报告数据核实前,现金流情景暂不可用。
Capital-need coverage is partial; incomplete or incompatible filing inputs are not combined.资本需求覆盖信息不完整;不会合并不完整或不兼容的报告数据。
Any available cash-flow scenario is context only. Missing or incompatible inputs are not replaced with zero or a financing forecast.可用现金流情景仅供参考;缺失或不兼容的输入不以零值或融资预测替代。
Sources and cash-flow calculation来源与现金流计算
Figures are XBRL facts from one filing — no two years are mixed. Filing数据取自同一份文件中的 XBRL 事实,不跨文件拼接。文件
0001589526-25-000100, period ending报告期截至 2025-09-27, unit单位 USD.
Cache acquired缓存获取时间: 2026-09-21T09:32:59.424785+00:00.
4/6 buckets reported.个区间有披露。
LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonthsLongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwoLongTermDebtMaturitiesRepaymentsOfPrincipalInYearThreeLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFourLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFive— period_mismatchLongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive— absent
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向: -$0.5M net (1 buyers, 2 sellers)-$0.5M 净值(1 买家,2 卖家)
Signal history信号历史
engine events引擎事件Company profile公司档案
- Capital intensity rising
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | -6.0% | +1.9% |
| 1 Month近1月 | -5.3% | +1.3% |
| 3 Months近3月 | -20.5% | +5.7% |
| 6 Months近6月 | +2.1% | +18.4% |
| Year to date年初至今 | +25.4% | +14.1% |
| 1 Year近1年 | -1.8% | +17.8% |
Trading information交易信息
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $879M | $684M | $801M | $1.1B | $1.3B | $1.5B |
| EPS每股收益 | $0.45 | $-0.01 | $-1.48 | $0.74 | $3.16 | $3.88 |
| Free cash flow自由现金流 | $-16M | $-66M | $-31M | $111M | $96M | $153M |
| Gross margin毛利率 | 10.9% | 10.5% | 4.6% | 12.3% | 19.0% | 20.5% |
| Net margin净利率 | 1.4% | -0.0% | -5.7% | 2.1% | 7.8% | 8.6% |
| FCF margin自由现金流利润率 | -1.8% | -9.7% | -3.9% | 9.8% | 7.1% | 10.4% |
Latest fiscal year最近财年
Returns & growth回报与增长
Accounting quality checks会计质量检查
- Earnings quality: earnings cash-backed盈利质量:盈利有现金支撑
- Working capital: inventory +147% vs sales +68%; receivables +171% vs sales +68% — demand & revenue-quality risk营运资本:存货 +147% 对销售 +68%;应收 +171% 对销售 +68%——需求与营收质量风险
- Pricing power: gross margin +9.6pts over 6 years定价能力:毛利率 6 年上升 9.6 个百分点
- Capital discipline: share count +17.9% over 6 years (dilution)资本纪律:股本 6 年增加 17.9%(稀释)
- Balance sheet: leverage unremarkable资产负债表:杠杆水平一般
Indicator readings指标读数
Timeframe alignment多周期共振
Volatility regime波动状态
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected预期 | Surprise超预期 |
|---|---|---|---|
| Mar 2026 | $0.96 | $0.86 | +11.6% |
| Dec 2025 | $0.94 | $0.77 | +22.1% |
| Sep 2025 | $1.28 | $0.96 | +33.3% |
| Jun 2025 | $1.12 | $0.85 | +31.8% |