Verified call record已核验电话会记录 ·
LAZ · LAZ Q2 FY2026 earnings call record财报电话会记录
Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。
12 exact excerpts 条原文摘录
11 numeric receipts 个数值回执
B governed source tier 治理来源层级
Transcript present电话会文本已具备
Call language, kept intact.电话会表述，保持原貌。
The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。
“With our acquisition of Campbell Lutyens, we will establish a third business that will be the leader in global private capital advisory, providing us with a full array of capabilities in private markets to complement our strength in public markets.”
Peter Orszag · CEO
claim_0ed265e191787a3089ce45c27714c0e7“I'm going to come back to provide more details on the progress we have made that is reinforcing our confidence and increased growth, productivity, and profitability over time.”
Peter Orszag · CEO
claim_52d3a8543aee421db2b94d83f706a8b6“Recently announced transactions include Altice France's proposed sale of SFR for up to EUR 21 billion, and NextEra's landmark deal with its combination with Dominion Energy, creating an enterprise value of approximately $420 billion.”
Tracy Farr · CFO
claim_59426cf6557d633b6cb9d07a9a8e0e20Exact numeric spans精确数值片段
21 billion420“Our revenues included management fees of $310 million for the second quarter, 23% higher than the second quarter of 2025, and up 5% on a sequential basis.”
Tracy Farr · CFO
claim_bab50d5b731d3b571537881b40836760Exact numeric spans精确数值片段
310 million23%20255%“Client engagement remains strong, and new mandates in the quarter reflect ongoing demand for our quant platform, emerging markets, Japanese equity, international equities, fixed income, and private markets.”
Tracy Farr · CFO
claim_85ba5a5957256b8448d4556e7bacfa20“We have recently hired senior roles, including a head of global product to help us focus on our investment product set, and a head of corporate development to help us pursue targeted growth opportunities going forward.”
Tracy Farr · CFO
claim_75acafd7ff619e8939bbec1732b5664b“Regarding capital allocation, in the second quarter of 2026, we returned $103 million to shareholders, including a quarterly dividend of $49 million and share repurchases of $59.”
Tracy Farr · CFO
claim_504a24de453c06983f2b13cadf15bd27Exact numeric spans精确数值片段
2026103 million49 million“After pausing last quarter due to the Campbell Lutyens transaction, we are pleased to restart our share buybacks with a current repurchase authorization of just over $250 million.”
Tracy Farr · CFO
claim_197318ac71f76d2b1ffe72562db739e9Exact numeric spans精确数值片段
250“We expect to continue buybacks throughout the year, balancing investment and growth with further offsetting share issuances from compensation over time.”
Tracy Farr · CFO
claim_55d25c9919445a36d94c0e401917e298“Even with our strong net inflows in the first half of the year, ongoing client demand has supported our won but not yet funded pipeline, which continues to replenish and is higher than it was at year-end 2025.”
Peter Orszag · CEO
claim_1559550bc05a97b2cc153a1ad09ca640“Without including revenue or expense synergies, as we said in the announcement, we expect this acquisition to be accretive to earnings in 2027 and thereafter, with clear potential for further upside.”
Peter Orszag · CEO
claim_6aca61403bda7537e2e8fe542805497dExact numeric spans精确数值片段
2027“The go forward, you'll just see the ramping of new hires increasingly translate into net revenue growth and then into earnings and comp leverage.”
Peter Orszag · CEO
claim_8f3d8478f76abacd080c2d3ebeb8c7ebInspect the source receipts检查来源回执23 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
| Claim主张 | Kind类型 | Segment片段 | Byte span字节范围 | Text hash文本哈希 |
|---|---|---|---|---|
claim_0ed265e191787a3089ce45c27714c0e7 | quote | 4 | 485–733 | db677da0f330e3… |
claim_52d3a8543aee421db2b94d83f706a8b6 | quote | 5 | 173–348 | b0f2b13400c764… |
claim_59426cf6557d633b6cb9d07a9a8e0e20 | quote | 7 | 0–233 | c37df0dd5ab093… |
claim_eb57671dff3e49eda12203f2c553a7b1 | numeric | 7 | 91–101 | de6e17158b7764… |
claim_d661104334107d5243dd341778b0cb21 | numeric | 7 | 221–224 | db55da3fc3098e… |
claim_bab50d5b731d3b571537881b40836760 | quote | 8 | 0–154 | fef8bec1826e8a… |
claim_481d0e0b27c2a89890332c0abaa08d4a | numeric | 8 | 42–53 | 619ec1a3b903ad… |
claim_080baeebc52197ad196a2bca34746eb7 | numeric | 8 | 78–81 | 86caccaa0d5f64… |
claim_44c4852ddc215da61a0314d1aeb37240 | numeric | 8 | 116–120 | b2b2f104d32c63… |
claim_9763a3044e4c2256aeaf59f860bdf153 | numeric | 8 | 129–131 | d1ce334b6a7f36… |
claim_85ba5a5957256b8448d4556e7bacfa20 | quote | 8 | 669–875 | 10b7cc217fe82f… |
claim_75acafd7ff619e8939bbec1732b5664b | quote | 10 | 82–300 | 154aea8e99df74… |
claim_504a24de453c06983f2b13cadf15bd27 | quote | 12 | 125–303 | 47fd6647f40057… |
claim_8342e09cf0db841966e12576c44b0752 | numeric | 12 | 180–184 | 158a323a7ba448… |
claim_a280e97612e7854e8f15ec7df3454e3b | numeric | 12 | 199–210 | 82558e62cc971d… |
claim_a1c31fad4654f0dbc78652400e7af838 | numeric | 12 | 263–273 | 51612b5e080d1e… |
claim_197318ac71f76d2b1ffe72562db739e9 | quote | 12 | 304–483 | 0ae8357419cfab… |
claim_77b94370a2ee7f0b8ed43956f0beacac | numeric | 12 | 471–474 | 1e472b39b105d3… |
claim_55d25c9919445a36d94c0e401917e298 | quote | 12 | 484–636 | 113d3c1b215088… |
claim_1559550bc05a97b2cc153a1ad09ca640 | quote | 13 | 605–814 | 62b8e422d8be44… |
claim_6aca61403bda7537e2e8fe542805497d | quote | 20 | 178–377 | d58d6011c72cc9… |
claim_b5ed422eb55007c62693b64865ec303d | numeric | 20 | 316–320 | 5313e5bf17148d… |
claim_8f3d8478f76abacd080c2d3ebeb8c7eb | quote | 48 | 378–523 | ecb021f1373be3… |