Verified call record已核验电话会记录 · 2026-08-05

MDLN · MDLN 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。

Continue in Terminal在终端继续研究MDLN

12 exact excerpts 条原文摘录 23 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

The record记录内容

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。

guidanceperformancedemandq_and_a

“Given strong demand, continued commercial execution, and broad-based momentum, we are raising our full-year organic sales guidance for the second time this year to 9%-10% from our previous range of 8.5%-9.5%.”

Mike Drazin · CFOclaim_c767bc2223d65afadcd492f741f482f3

Exact numeric spans精确数值片段9%-10%8.5%-9.5

guidanceperformancerisksq_and_a

“Based on this, we now estimate full-year 2026 net tariff impacts of approximately $350 million, down $140 million from the $490 million we provided during our fourth quarter earnings call last February.”

Mike Drazin · CFOclaim_cb28492271917529831d4a7addc3c826

Exact numeric spans精确数值片段2026350 million140 million490 million

Member evidence layer会员证据层

10 more verified excerpts continue below.条更多已核验摘录在下方继续。

You have the public source preview. Essential and Pro unlock the complete call record, every remaining numeric receipt, and the full audit table—without replacing source language with generated opinion.你正在阅读公开来源预览。Essential 与 Pro 可解锁完整电话会记录、全部剩余数值回执和完整审计表——不会用生成式观点替代来源原文。

Unlock full company intelligence解锁完整公司情报

2 public excerpts 条公开摘录10 member excerpts 条会员摘录23 total numeric receipts 个数值回执

Inspect the source receipts检查来源回执35 bound spans个已绑定片段

Each available row identifies the source body, transcript segment and byte span used to verify the visible text.每个可用行都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_c767bc2223d65afadcd492f741f482f3`	quote	17	503–711	`4db3261fffe521…`
`claim_594dcded8366d9957720880e094d8a14`	numeric	17	667–669	`f9c014befb6229…`
`claim_ed53363d6f634c2f0cdc31784eb1f2d0`	numeric	17	669–673	`1616604702144f…`
`claim_98f7327e9adfd4d5739c12f30ddb3d2f`	numeric	17	701–705	`bc00d03e240112…`
`claim_ba5b7cfd06487235bcfff3acbb228f6c`	numeric	17	705–709	`2bb1f995761bdd…`
`claim_cb28492271917529831d4a7addc3c826`	quote	19	250–452	`5de0ce84f915ee…`
`claim_d2541a911f660cbd8f1e22e997bfa2bd`	numeric	19	291–295	`158a323a7ba448…`
`claim_554973d400657dcfd401ea9dca3ea3c8`	numeric	19	333–344	`503023b38b6f8a…`
`claim_8c6d567e8deb8432f898d0dc9a2f5a43`	numeric	19	352–363	`6d3f8cba22b181…`
`claim_bdf0a1cff22c8956767236d3b1b7d084`	numeric	19	374–385	`3999a5567748ba…`