EAT2026-08-12
Brinker International · Q4 FY2026 call record电话会记录
“The other piece is, the impact of the 12 store franchise acquisition, how does that impact EPS guidance?”
Andrew Charles12 receipted excerpts条可追溯摘录
Earnings call record财报电话会记录
Source-first earnings records.来源优先的财报记录。
A live archive of receipt-bound excerpts from company earnings calls. No generated thesis, no recommendation — just the recorded language, its source coordinates, and a direct path into the ticker dossier or live Terminal.来自公司财报电话会的可追溯摘录档案。没有生成式投资结论，也没有推荐——只有原始表述、来源坐标，以及进入个股档案或实时终端的直接入口。
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6702 admitted call records 份准入电话会记录
31809 ingested packets 份已摄取数据包
25107 held by evidence policy 份因证据策略暂缓
3196 tickers 个代码
0 model calls in this publication 次模型调用
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Weekly intelligence每周情报
Open this week’s evidence brief打开本周证据简报q and a↗
See the pattern across calls.查看跨电话会的模式。
649 verified call records份已核验电话会记录 · 7788 exact facts条精确事实 · 2026-10-26 → 2026-11-01
Directory目录
Currently admissible records当前符合准入条件的记录
Browse the full archive page by page. Search on this page by ticker, period, category, or speaker; every card preview is a verbatim call excerpt.分页浏览完整档案。在本页按代码、期间、分类或发言人搜索；每张卡片预览均为电话会原文摘录。
Showing records 1537–1632 of 6702.显示第 1537–1632 条，共 6702 条。
DRCT2026-08-12
DRCT · Q2 FY2026 call record电话会记录
“In fact, excluding the impact of reduced spending from DSP customers, total revenue increased approximately 5% year-to-date when compared with the first six months of 2025.”
Mark Walker10 receipted excerpts条可追溯摘录
CURI2026-08-12
CuriosityStream Inc · Q2 FY2026 call record电话会记录
“We expect revenue for the second half of the year to be $38 million-$41 million, and full year 2026 revenue in the range of $77 million-$82 million.”
Brady Hayden12 receipted excerpts条可追溯摘录
CSCO2026-08-12
Cisco · Q4 FY2026 call record电话会记录
“In fact, in FY 2026, we delivered the highest revenue, operating margin, and earnings per employee in 30 years, demonstrating excellent execution from our teams and the increasingly critical role our technology has in the AI era.”
Chuck Robbins12 receipted excerpts条可追溯摘录
COHR2026-08-12
Coherent Corp. · Q4 FY2026 call record电话会记录
“We expect 800G revenue to continue growing year-over-year in calendar 2026, while 1.6T transceivers ramp rapidly through the balance of calendar 2026 and into calendar 2027 as adoption broadens across customers.”
Jim Anderson12 receipted excerpts条可追溯摘录
CEPL2026-08-12
CEPL · Q1 FY2027 call record电话会记录
“Despite the lower top line, gross profit increased 16% to $8.8 million from $7.6 million, while gross margin expanded approximately 8 points to 35% from 27%.”
John Miller12 receipted excerpts条可追溯摘录
CBRS2026-08-12
CBRS · Q2 FY2026 call record电话会记录
“For Q3 2026, we expect core revenue to be in the range of $214 million-$216 million, core gross margin in the range of 38%-40%, and core operating margin in the range of -25% to -23%.”
Bob Komin12 receipted excerpts条可追溯摘录
BTGO2026-08-12
BTGO · Q2 FY2026 call record电话会记录
“While revenue grew, lower margins and unfavorable revenue mix pressured profitability, and Ed will walk you through how that impacts BitGo going forward.”
Mike Belshe12 receipted excerpts条可追溯摘录
BORR2026-08-12
Borr Drilling Ltd · Q2 FY2026 call record电话会记录
“Net cash used in investing activities was $2.3 million, which related to $8.3 million spent on additions to jackup rigs, primarily long-term maintenance costs and capital additions, partially offset by the $6 million proceeds received as noted earlier in non-operating income.”
Magnus Vaaler12 receipted excerpts条可追溯摘录
BGSI2026-08-12
BGSI · Q2 FY2026 call record电话会记录
“Gross profit increased 31% year over year to $480 million, representing a gross margin of 47.4%, up 60 basis points compared to 46.8% in the second quarter of 2025.”
Jeff Murray12 receipted excerpts条可追溯摘录
BETA2026-08-12
BETA · Q2 FY2026 call record电话会记录
“Turning to our outlook, performance through the first half of the year and increased visibility into the balance of the year gives us confidence to raise our full-year revenue guidance to $42 million-$50 million.”
Herman Cueto12 receipted excerpts条可追溯摘录
AZ2026-08-12
AZ · Q2 FY2026 call record电话会记录
“During the second half of 2026, we expect to grow our retail media revenues as we accelerate cart deliveries.”
Gadi Graus12 receipted excerpts条可追溯摘录
AVIR2026-08-12
Atea Pharmaceuticals Inc · Q2 FY2026 call record电话会记录
“Based on our projection, we expect a short time to profitability after the anticipated mid-2028 launch.”
Jean-Pierre Sommadossi12 receipted excerpts条可追溯摘录
ATEX2026-08-12
Anterix Inc · Q1 FY2027 call record电话会记录
“Given that SpaceX now can be seen as a credible buyer to take everything and having over $100 billion of cash and securities on its balance sheet, have you come back to your critical infrastructure and targets and said, "Look, it is like now or never?" Because I am sure your asset would be more valuable to someone like a SpaceX to the extent that it covered more of the country and less of a patch quilt pattern.”
Mike Crawford12 receipted excerpts条可追溯摘录
AQST2026-08-12
Aquestive Therapeutics Inc · Q2 FY2026 call record电话会记录
“Manufacture and supply revenue increased to $11.9 million in the second quarter 2026, from $9.6 million in the second quarter of 2025, primarily due to increases in Suboxone revenues, partially offset by lower Ondif revenues.”
Ernie Toth12 receipted excerpts条可追溯摘录
AOSL2026-08-12
Alpha and Omega Semiconductor, Ltd. · Q4 FY2026 call record电话会记录
“The segment results came in at the high end of our guidance for a low to mid-single digit sequential increase, driven by strength in advanced computing, which increased 35% sequentially and represented a record high 31% of the computing segment in the June quarter.”
Stephen Chang12 receipted excerpts条可追溯摘录
ANNX2026-08-12
Annexon Inc · Q2 FY2026 call record电话会记录
“What would be the commercial outlook when you think about what you plan to see for separation at month 15, but more of a statistical significance outlook at 24 months, and how would a delayed time to response be perceived despite vision preservation here?”
Salveen Richter12 receipted excerpts条可追溯摘录
ANDG2026-08-12
ANDG · Q2 FY2026 call record电话会记录
“We are not changing our guidance at $980 million-$1 billion of revenue because I think that our organic performance will continue to be much higher than we had originally anticipated.”
Mark Vorsatz12 receipted excerpts条可追溯摘录
AMCR2026-08-12
Amcor · Q4 FY2026 call record电话会记录
“For the full year, the core portfolio generated $21 billion in sales, with EBIT margins of approximately 12.7% and EBIT dollar growth of 8% ahead of the total company.”
Stephen Scherger12 receipted excerpts条可追溯摘录
ALT2026-08-12
Altimmune Inc · Q2 FY2026 call record电话会记录
“I was wondering first if there was a read-through or learnings from the phase II RECLAIM trial in AUD around the 2.4 milligram discontinuations and how that might change titration monitoring or dose reduction plan for the 2.4 milligram arm in PERFORMA.”
Patrick Trucchio12 receipted excerpts条可追溯摘录
ALLT2026-08-12
ALLOT LTD · Q2 FY2026 call record电话会记录
“As we are performing ahead of our expectations, we are raising and narrowing our 2026 revenue guidance to between $115 million and $118 million from the previous range of $113 million to $117 million with ongoing improvement in profitability.”
Eyal Harari12 receipted excerpts条可追溯摘录
ALLO2026-08-12
Allogene Therapeutics Inc · Q2 FY2026 call record电话会记录
“My question is, given the very impressive pace of enrollment for ALPHA3 and the increased target of enrollment sites to 100 by the end of the year, are you open to the possibility of enrolling additional patients beyond the current target?”
John Newman12 receipted excerpts条可追溯摘录
AETR2026-08-12
AETR · Q2 FY2026 call record电话会记录
“Turning to our operating segments, Q2 2026 revenue for our High-Pressure Controls business was $2.7 million, compared with $2.9 million for Q2 2025.”
Elizabeth Owens12 receipted excerpts条可追溯摘录
ABOS2026-08-12
Acumen Pharmaceuticals Inc · Q2 FY2026 call record电话会记录
“The second is what should we expect from September 16 IR day?”
Dev Prasad12 receipted excerpts条可追溯摘录
AADX2026-08-12
AADX · Q2 FY2026 call record电话会记录
“We delivered record adjusted EBITDA of $36.4 million, up 38.4%, and importantly, our contract backlog also grew to a record of over $1.1 billion, providing us with a high level of forward visibility.”
Trip Ferguson12 receipted excerpts条可追溯摘录
XTNT2026-08-11
XTNT · Q2 FY2026 call record电话会记录
“We are today modestly reducing our full-year revenue guidance to a range of $99 million to $103 million, and that was from $101 million to $105 million previously.”
Sean Browne12 receipted excerpts条可追溯摘录
VSTS2026-08-11
Vestis · Q3 FY2026 call record电话会记录
“We again reduced our operating expenses, holding cost per pound flat year-over-year as we continued to exit low-quality volume, and for the first time as a public company, we grew revenue per pound year-over-year, up $0.04 or approximately 3%, driving a $0.04 improvement in operating leverage per pound year-over-year.”
Jim Barber12 receipted excerpts条可追溯摘录
VINP2026-08-11
VINP · Q2 FY2026 call record电话会记录
“On results for the second quarter 2026, Vinci Compass generated fee-related earnings of BRL 88.7 million, or BRL 1.35 per share, with an FRE margin of 32.5%, and adjusted distributable earnings of BRL 63.3 million, or BRL 0.96 per share.”
Anna Castro12 receipted excerpts条可追溯摘录
VG2026-08-11
VENTURE GLOBAL-A · Q2 FY2026 call record电话会记录
“On page five, you can see some of the highlights for the quarter, including our largest ever quarterly EBITDA of $2.5 billion and significant growth in volumes, revenue, income from operations, net income and EBITDA year-over-year.”
Mike Sabel12 receipted excerpts条可追溯摘录
VELO2026-08-11
Velo3D Inc · Q2 FY2026 call record电话会记录
“Looking ahead, we are increasing our 2026 revenue guidance to $65 million-$75 million from $60 million-$70 million, reflecting continued adoption of our Rapid Production Services and expansion of our large format additive manufacturing capabilities across both existing and new programs.”
Arun Jeldi12 receipted excerpts条可追溯摘录
URG2026-08-11
Ur-Energy Inc · Q2 FY2026 call record电话会记录
“I think you're guiding now with the deferral of some material, I think you're guiding to Q4 sales volumes of 540,000 pounds.”
Mike Kozak12 receipted excerpts条可追溯摘录
UAMY2026-08-11
United States Antimony Corp · Q2 FY2026 call record电话会记录
“Zeolite gross profit increased $0.4 million to about $0.1 million, benefiting from higher sales volume and lower average production cost per ton.”
Shawn Winkler12 receipted excerpts条可追溯摘录
TTGT2026-08-11
Techtarget Inc · Q2 FY2026 call record电话会记录
“Grow our top-line revenues year-on-year, build bookings and backlog momentum that will see that growth accelerate into 2027, and deliver upon our Adjusted EBITDA guidance for 2026.”
Gary Nugent12 receipted excerpts条可追溯摘录
TSHA2026-08-11
Taysha Gene Therapies Inc · Q2 FY2026 call record电话会记录
“For a list and description of the risks and uncertainties that we face, please see the reports we filed with the SEC, including our annual report on Form 10-K for the full year ended December 31st, 2025, that we filed on March 19th, 2026.”
Hayleigh Collins12 receipted excerpts条可追溯摘录
SUPV2026-08-11
SUPV · Q2 FY2026 call record电话会记录
“Going into 2027, we expect to offset that with loan growth and with the growth of the loan book, also a more balanced book between retail and corporate, thus improving the NIM and impacting positively on the ROE, where on top of that, we will also capture the full benefits of the right sizing program that we carried out this year for the first half, and also reducing the cost of risk.”
Mariano Biglia12 receipted excerpts条可追溯摘录
STIM2026-08-11
NEURONETICS INC · Q2 FY2026 call record电话会记录
“We're also updating our cash flow guidance to include both cash flow from operations and cash flow from investing, as we consider this sum a more representative view of the company's organic cash utilization and estimate it to be in the range of $-10.5 million-$-14.5 million for the full year.”
Nir Naor12 receipted excerpts条可追溯摘录
SOC2026-08-11
Sable Offshore Corp · Q2 FY2026 call record电话会记录
“Even with all of the marketing and crude quality constraints, near term constraints, we are still projected to generate a midpoint of $152 million of unlevered free cash flow for the back half of 2026 and into 2027 based on a Brent oil price of $75 a barrel.”
Gregory Patrinely12 receipted excerpts条可追溯摘录
SNAL2026-08-11
SNAL · Q2 FY2026 call record电话会记录
“As a reminder, we expect to recognize approximately $11 million from our deferred revenue balance in connection with the launch of ARK: Genesis Part 1 Ascended DLC.”
Heidy Chow12 receipted excerpts条可追溯摘录
SMC2026-08-11
Summit Midstream Corp · Q2 FY2026 call record电话会记录
“In the DJ, we also see our customers ramping up plans that we expect will be a big catalyst for late 2026, early 2027 as well.”
Heath Deneke12 receipted excerpts条可追溯摘录
SINT2026-08-11
SINT · Q2 FY2026 call record电话会记录
“Based on our current production schedules, customer requirements, and expectations regarding the timing of shipments, we currently expect total revenue to be approximately $900,000-$1.1 million in the third quarter, and approximately $1 million-$1.3 million in the fourth quarter of 2026.”
Kevin Trask12 receipted excerpts条可追溯摘录
SFD2026-08-11
SMITHFIELD FOODS · Q2 FY2026 call record电话会记录
“For fresh pork, we anticipate continued pressure from the industry gross market spread in the third quarter, but we expect a strong fourth quarter growth driven by seasonal profitability rotation to fresh pork from hog production and continued execution on our next best sale and cost optimization strategies.”
Mark Hall12 receipted excerpts条可追溯摘录
SES2026-08-11
SES AI Corp · Q2 FY2026 call record电话会记录
“Our Q2 revenue grew by more than 40% compared to Q2 last year, and our gross margin improved from 18% to more than 22% due to our differentiated technology and robust supply chain.”
Qichao Hu12 receipted excerpts条可追溯摘录
SEER2026-08-11
SEER · Q2 FY2026 call record电话会记录
“As a reminder, that guidance reflects our ongoing expectation that the challenging academic and government funding environment will persist through 2026, impacting customer behavior.”
David Horn12 receipted excerpts条可追溯摘录
SE2026-08-11
SEA LTD-ADR · Q2 FY2026 call record电话会记录
“Our second quarter GAAP revenue of $5.6 billion included GAAP marketplace revenue of $4.9 billion, up 49% year-on-year, and GAAP cost of revenue of $0.7 billion.”
Tony Hou12 receipted excerpts条可追溯摘录
SCM2026-08-11
STELLUS CAPITAL · Q2 FY2026 call record电话会记录
“First, the financial results for the second quarter, portfolio and asset quality, the outlook for Q3 and beyond, an update on our advisor joining Ridgepost Capital, our $20 million share buyback program, and opportunities for growth.”
Robert Ladd12 receipted excerpts条可追溯摘录
RXT2026-08-11
Rackspace Technology Inc · Q2 FY2026 call record电话会记录
“Non-GAAP gross margin was 32.3%, down 460 basis points year-over-year, driven by the same revenue item noted above, along with the slightly higher customer licenses and data center costs.”
Mark Marino12 receipted excerpts条可追溯摘录
REFI2026-08-11
Chicago Atlantic Real Estate Finance Inc · Q2 FY2026 call record电话会记录
“Notwithstanding the proposed merger, we expect to continue to maintain a dividend payout ratio based on our basic distributable earnings per share of 90%-100% for the 2026 tax year.”
Phil Silverman12 receipted excerpts条可追溯摘录
RDNW2026-08-11
RideNow Group Inc · Q2 FY2026 call record电话会记录
“Higher total unit volume led to a $1.1 million improvement in gross profit dollars, which totaled $84.8 million during the second quarter of 2026.”
Josh Barsetti12 receipted excerpts条可追溯摘录
QUIK2026-08-11
Quicklogic Corp · Q2 FY2026 call record电话会记录
“Since our last conference call, we have made significant progress towards achieving our 2026 goals and have narrowed our full-year growth outlook to a range of 70%-80%.”
Brian Faith12 receipted excerpts条可追溯摘录
QNT2026-08-11
QNT · Q2 FY2026 call record电话会记录
“It is in the Apollo timeframe that we expect to realize a significant and meaningful share of what is expected to be a $10+ billion end-user value quantum market, which would put our own revenue in the billions of dollars, generating positive free cash flow in 2030 and beyond.”
Nitesh Sharan12 receipted excerpts条可追溯摘录
PRSO2026-08-11
PRSO · Q2 FY2026 call record电话会记录
“We continue to engage with prospective customers and partners seeking to utilize our 60 GHz solutions to address real-world challenges encountered in other end markets, namely in autonomous edge AI, unmanned aerial vehicles, and defense communications applications.”
Ron Glibbery12 receipted excerpts条可追溯摘录
PFLT2026-08-11
PENNANTPARK FLOA · Q3 FY2026 call record电话会记录
“Based upon the current conditions, we expect this expansion to occur over the next 12 to 18 months while maintaining our disciplined underwriting standards.”
Art Penn12 receipted excerpts条可追溯摘录
PANL2026-08-11
Pangaea Logistics Solutions Ltd · Q2 FY2026 call record电话会记录
“To note, our current portion of long-term debt increased to $40 million due to a $24 million balloon payment, which we expect to refinance in the coming months.”
Gianni Del Signore12 receipted excerpts条可追溯摘录
ONON2026-08-11
ON HOLDING AG-A · Q2 FY2026 call record电话会记录
“As we pursue high quality growth and keep investing in our future, we maintain our adjusted EBITDA margin outlook of 19.5%-20%.”
Frank Sluis12 receipted excerpts条可追溯摘录
OGI2026-08-11
OGI · Q3 FY2026 call record电话会记录
“Regarding the recent German regulatory changes disallowing medical cannabis reimbursements, we expect minimal impact on Sanity, as approximately 1% of historical sales were reimbursed through government insurance programs.”
James Yamanaka12 receipted excerpts条可追溯摘录
NVRI2026-08-11
ENVIRI CORP · Q2 FY2026 call record电话会记录
“At the midpoint of its guidance range, Harsco Environmental's performance is expected to be modestly above the third quarter of 2025, while Rail's EBITDA is anticipated to decrease as a result of lower volumes.”
Pete Minan12 receipted excerpts条可追溯摘录
NRXS2026-08-11
NRXS · Q2 FY2026 call record电话会记录
“Given the broad acceptance and operating momentum since the IB-Stim Category I CPT code became effective on January 1, we expect the positive mix shift impact on revenue and gross margin that I will discuss next to continue.”
Tim Henrichs12 receipted excerpts条可追溯摘录
NRGV2026-08-11
Energy Vault Holdings Inc · Q2 FY2026 call record电话会记录
“We are showing what we expect to be backlog growth, even with some of the revenue recognition we're expecting in Q4, that's going to be approaching almost $3 billion.”
Robert Piconi12 receipted excerpts条可追溯摘录
NPCE2026-08-11
NeuroPace Inc · Q2 FY2026 call record电话会记录
“Patrick Williams will provide more details on the quarter and our full financial guidance, including our increased revenue guidance to $99.5 million-$101.5 million, with underlying RNS revenue growth still on track at 21%-23% year-over-year.”
Joel Becker12 receipted excerpts条可追溯摘录
NN2026-08-11
NextNav Inc · Q2 FY2026 call record电话会记录
“Beyond adding a new customer, it highlights the versatility of our platform, advances our device-based strategy, and creates a pathway for future 3D PNT offerings and incremental revenue opportunities over time.”
Mariam Sorond12 receipted excerpts条可追溯摘录
NHI2026-08-11
NATL HEALTH INV · Q2 FY2026 call record电话会记录
“For the full year, 1%-3% range for the same-store SHOP NOI growth relative to the same-store SHOP NOI, which were more in the negative range or below the midpoint of that guidance in the first half of the year.”
Farrell Granath12 receipted excerpts条可追溯摘录
NGS2026-08-11
Natural Gas Services Group Inc · Q2 FY2026 call record电话会记录
“Rental adjusted gross margin increased $6.2 million or 25.6% YoY to $30.2 million.”
Ian Eckert12 receipted excerpts条可追溯摘录
NCMI2026-08-11
National Cinemedia Inc · Q2 FY2026 call record电话会记录
“The industry delivered its strongest second quarter box office performance since the pandemic, and attendance across our network increased approximately 19% year-over-year, reflecting sustained consumer demand across a broad and diverse slate of films.”
Tom Lesinski12 receipted excerpts条可追溯摘录
MOBI2026-08-11
MOBI · Q2 FY2026 call record电话会记录
“Revenue totaled $13.5 million, representing a 102% growth over the prior year, and gross margin for the second quarter was 83.2%.”
Richard Foust12 receipted excerpts条可追溯摘录
MLYS2026-08-11
Mineralys Therapeutics Inc · Q2 FY2026 call record电话会记录
“The increase in G&A expenses was primarily due to $8 million in higher professional fees, $8 million in increased personnel-related expenses resulting from headcount growth and increased compensation, and $0.2 million of increased other administrative expenses.”
Adam Levy12 receipted excerpts条可追溯摘录
MIDD2026-08-11
Middleby · Q2 FY2026 call record电话会记录
“For the remainder of the year, we expect incremental inflationary margin pressures of approximately $10 million-$15 million relative to our prior expectations.”
Brittany Cerwin12 receipted excerpts条可追溯摘录
MG2026-08-11
Mistras Group Inc · Q2 FY2026 call record电话会记录
“We also delivered record Q2 adjusted EBITDA of $25.8 million, demonstrating the operating leverage in our model while significantly improving free cash flow by $23.9 million quarter-over-quarter and continuing to position the business around higher growth, higher value end markets.”
Natalia Shuman12 receipted excerpts条可追溯摘录
MFIC2026-08-11
MIDCAP FINANCIAL · Q2 FY2026 call record电话会记录
“Certainly the most recent slight tick up in rates and perhaps a prospect for higher for longer or even risk to the upside in terms of rates could challenge the cash flow prospects.”
Tanner Powell12 receipted excerpts条可追溯摘录
MASS2026-08-11
908 Devices Inc · Q2 FY2026 call record电话会记录
“We delivered 23% revenue growth, placed 198 devices, and expanded our adjusted gross margin by 85 basis points and cut our adjusted EBITDA loss by more than half, all while successfully integrating a strategic acquisition and continuing to invest in our growth initiatives.”
Kevin Knopp12 receipted excerpts条可追溯摘录
LWLG2026-08-11
Lightwave Logic Inc · Q2 FY2026 call record电话会记录
“Tower Semiconductor reported that its silicon photonics revenue grew by more than 270% year-over-year and said it is targeting a $1 billion annualized run rate in the fourth quarter.”
Yves LeMaitre12 receipted excerpts条可追溯摘录
LITE2026-08-11
Lumentum · Q4 FY2026 call record电话会记录
“Looking ahead to Q1, we expect to set another quarterly record and, as stated earlier, reach our $1.25 billion revenue target more than one quarter ahead of the plan outlined at the last OFC.”
Michael Hurlston12 receipted excerpts条可追溯摘录
LENZ2026-08-11
LENZ Therapeutics Inc · Q2 FY2026 call record电话会记录
“Turning now to operating expenses, our cost of sales on second quarter product revenue totaled $0.3 million, and we continue to anticipate VIZZ to trend to an approximately 90% direct product gross margin over time.”
Dan Chevallard12 receipted excerpts条可追溯摘录
LEGN2026-08-11
LEGEND BIOT-ADR · Q2 FY2026 call record电话会记录
“However, it is important to realize that there is still likely to be quarter-to-quarter variability in gross margin, and we expect Q3 gross margin on net product sales to be in the lower 50% range with a rebound into the mid-50% range anticipated for Q4.”
Carlos Santos12 receipted excerpts条可追溯摘录
LAR2026-08-11
LAR · Q2 FY2026 call record电话会记录
“It is pretty remarkable, and I think the noise quarter-over-quarter in terms of an 8% increase in costs in a quarter we have planned maintenance shut down, I think is overshadowing the fact that this is a business with 70% operating margins that generated $141 million of free cash flow from operations.”
Sam Pigott12 receipted excerpts条可追溯摘录
KLXE2026-08-11
KLXE · Q2 FY2026 call record电话会记录
“Revenue was approximately $167 million, and adjusted EBITDA increased 68% sequentially to approximately $19 million, demonstrating the operating leverage in our business as activity improved.”
Chris Baker12 receipted excerpts条可追溯摘录
KBDC2026-08-11
KAYNE ANDERSON B · Q2 FY2026 call record电话会记录
“Now, I think over the last few years, as people saw pullback after some of the headwinds a few years ago with labor costs and not being able to pass through slower growth, or sorry, pass through costs, combined with slower growth, leverage multiples then really normalized in the 4x-5x range.”
Doug Goodwillie12 receipted excerpts条可追溯摘录
JBS2026-08-11
JBS · Q2 FY2026 call record电话会记录
“Our EBITDA margin improved from a -3.9% in the second quarter of last year to a -1.3% this year, reflecting an important step forward despite the ongoing challenges of the cattle cycle.”
Wesley Batista Filho12 receipted excerpts条可追溯摘录
JBI2026-08-11
Janus International Group Inc · Q2 FY2026 call record电话会记录
“We continue to anticipate being around the higher end of the free cash flow conversion of adjusted net income target range of 75%-100%.”
Anselm Wong12 receipted excerpts条可追溯摘录
INR2026-08-11
Infinity Natural Resources Inc · Q2 FY2026 call record电话会记录
“This system is currently operating at approximately 35% total utilization, providing significant capacity to support future production growth without meaningful incremental infrastructure investment and an opportunity to attract third-party volumes.”
Zack Arnold12 receipted excerpts条可追溯摘录
IMSR2026-08-11
IMSR · Q2 FY2026 call record电话会记录
“Well, we've given guidance on our total revenues for that fuel business, Craig, and we've given guidance at 40% gross profit margin, which is, that's middle of the park.”
Simon Irish12 receipted excerpts条可追溯摘录
IMNN2026-08-11
IMNN · Q2 FY2026 call record电话会记录
“It was associated with a higher circulating tumor DNA clearance with Imunon arm 87.5% versus 62% in the control arm, and a higher proportion of patients achieving no evidence of disease following frontline therapy, which was 100% in the Imunon treatment arm versus 56% in the control arm.”
Stacy Lindborg12 receipted excerpts条可追溯摘录
IHG2026-08-11
IHG · Q2 FY2026 call record电话会记录
“Could you talk a bit about why you think RevPAR has slipped back in China, and is there any risks that impact owner economics and your net system growth going forwards?”
Jamie Rollo12 receipted excerpts条可追溯摘录
IAUX2026-08-11
IAUX · Q2 FY2026 call record电话会记录
“Cash used in operating activities increased to $50 million for the quarter and $95 million year-to-date, from $11 million and $34 million in the prior year periods, mainly due to a comparative inventory buildup from third-party processing delays, increased pre-development evaluation and exploration outflows as we ramp up activities, and interest paid on the repayment of legacy debt, all partially offset by increased gross profit.”
Ryan Snow12 receipted excerpts条可追溯摘录
HUYA2026-08-11
HUYA INC-ADR · Q2 FY2026 call record电话会记录
“Cost of revenues increased by 10% year-over-year to RMB 1.48 billion for Q2, generally in line with the increase in revenues, primarily due to increased revenue sharing fees and the cost of in-game virtual items.”
Raymond Peng Lei12 receipted excerpts条可追溯摘录
HSHP2026-08-11
Himalaya Shipping Ltd · Q2 FY2026 call record电话会记录
“In subsequent events, we achieved time charter equivalent earnings for July 2026 of about $51,200 per day, and we declared a cash distribution of $0.22 for the month.”
Lars-Christian Svensen12 receipted excerpts条可追溯摘录
HROW2026-08-11
Harrow Inc · Q2 FY2026 call record电话会记录
“First half revenue of approximately $115 million was lighter than we expected entering the year, primarily because of the VEVYE net revenue impact we discussed last quarter.”
Mark L. Baum12 receipted excerpts条可追溯摘录
HRB2026-08-11
H&R Block · Q4 FY2026 call record电话会记录
“As a result of these and other assumptions, our outlook for fiscal 2027 is revenue in the range of $4.11 billion-$4.16 billion, adjusted EBITDA in the range of $1.11 billion-$1.14 billion, an effective tax rate of approximately 23%, and adjusted diluted earnings per share in the range of $6.04-$6.24.”
Tiffany Mason12 receipted excerpts条可追溯摘录
HPK2026-08-11
HighPeak Energy Inc · Q2 FY2026 call record电话会记录
“We've already turned 20 wells into sales this year, which puts us in a strong position to achieve our full-year target of 37 turn-in-lines.”
Michael Hollis12 receipted excerpts条可追溯摘录
HLIO2026-08-11
Helios Technologies Inc · Q2 FY2026 call record电话会记录
“Hydraulics gross profit increased 9% year-over-year, and gross margin expanded by 160 basis points to 34.6%, driven by higher volumes, mix, and the benefit of the IEEPA tariff refund.”
Jeremy Evans12 receipted excerpts条可追溯摘录
GRWG2026-08-11
GRWG · Q2 FY2026 call record电话会记录
“We will stay focused on driving continued revenue growth while refining our revenue mix, improving margins, and expanding our profitability as we continue to advance towards our year-end goal of proprietary brands representing 40% of Cultivation and Gardening sales, and our updated goal of generating full-year adjusted EBITDA in the range of $2 million-$3 million.”
Darren Lampert12 receipted excerpts条可追溯摘录
FLY2026-08-11
Firefly Aerospace Inc · Q2 FY2026 call record电话会记录
“Regarding our revenue outlook for 2026, we remain confident in our trajectory to achieve significant annual revenue growth this year and reiterate the range of $420 million-$450 million.”
Darren Ma12 receipted excerpts条可追溯摘录
FLOC2026-08-11
Flowco Holdings Inc · Q2 FY2026 call record电话会记录
“While higher operating and maintenance expenses within production solutions created modest margin pressure during the quarter, we continued to deliver approximately 40% Adjusted EBITDA margins, highlighting the strength of our operating model and customer demand for our technologies.”
Jon Byers12 receipted excerpts条可追溯摘录
FF2026-08-11
Futurefuel Corp · Q2 FY2026 call record电话会记录
“Biofuels segment production increased 21% year-over-year in the second quarter, despite the impact of a more than three-week biodiesel plant outage during the period, as improved regulatory clarity and mandated renewable fuel production targets for 2026 and 2027 incentivized domestic production.”
Roeland Polet12 receipted excerpts条可追溯摘录
FENC2026-08-11
Fennec Pharmaceuticals Inc · Q2 FY2026 call record电话会记录
“We also expanded our customer-facing team, as you know, to reach a larger prescriber target base with a greater frequency, increasing the numbers from 1,300 targets to roughly 5,000 targets.”
Jeff Hackman12 receipted excerpts条可追溯摘录
FAC2026-08-11
FAC · Q2 FY2026 call record电话会记录
“We expect this to be the first of additional orders in the aerospace end market, and we see it as an early step in building the foundational energy layer that will underpin our near-term revenue objectives.”
Siyu Huang12 receipted excerpts条可追溯摘录
EVLV2026-08-11
Evolv Technologies Holdings Inc · Q2 FY2026 call record电话会记录
“This updated outlook and H2 strong demand underpins the 23%-27% annual growth that we expect for 2026, and the same fundamentals underlying our long-term growth expectations of approximately 25% revenue growth, which we outlined in June at our Investor Day.”
Chris Kutsor12 receipted excerpts条可追溯摘录
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Read it correctly如何正确阅读
A record of what was said — not a market call.这是对已说内容的记录，而非市场判断。
This is a transcript-only, historically incomplete publication. Releases, filings, slides, consensus and price reaction are visibly marked as not joined; lower-evidence packets remain held instead of being inferred.这是仅基于电话会文本且历史覆盖尚不完整的发布。新闻稿、披露文件、演示材料、一致预期和股价反应均明确标注为未接入；证据不足的数据包会被暂缓，而非由推断补齐。