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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5581 admitted call records 份准入电话会记录 29422 ingested packets 份已摄取数据包 23841 held by evidence policy 份因证据策略暂缓 3036 tickers 个代码 0 model calls in this publication 次模型调用 RSS
Weekly intelligence每周情报

See the pattern across calls.查看跨电话会的模式。

50 verified call records份已核验电话会记录 · 600 exact facts条精确事实 · 2026-09-07 → 2026-09-13

Open this week’s evidence brief打开本周证据简报q and a
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 1921–2016 of 5581.显示第 1921–2016 条，共 5581 条。

RAL2026-07-30

Ralliant Corp · Q2 FY2026 call record电话会记录

performancedemandsegment changes
“Adjusted EBITDA margin of 19.8% and adjusted EPS of $0.68 were both above the high end of our guidance ranges, reflecting strong operating leverage on higher volume, disciplined execution, and early benefits from productivity actions already underway.”
Tami Newcombe12 receipted excerpts条可追溯摘录
RACE2026-07-30

FERRARI NV · Q2 FY2026 call record电话会记录

management commitmentsq and aperformance
“Percentage margin stood at remarkable levels, including the headwind from FX, with EBIT margin at 31.2%, slightly up versus last year, and EBITDA margin at 39%, slightly down, mainly as a consequence of the better Formula 1 ranking assumptions.”
Antonio Picca Piccon12 receipted excerpts条可追溯摘录
PTEN2026-07-30

Patterson-UTI Energy, Inc. · Q2 FY2026 call record电话会记录

guidanceperformancemargins
“Those investments are now underway, and we expect them to support further profitability growth into 2027 and beyond, while further extending our competitive advantage across the industry.”
Andy Hendricks12 receipted excerpts条可追溯摘录
PTCT2026-07-30

PTC Therapeutics, Inc. · Q2 FY2026 call record电话会记录

risksq and aguidance
“Based on this performance, we are raising our full year 2026 product revenue guidance to $850 million-$950 million and now expect total revenue of $1.18 billion-$1.28 billion.”
Matthew Klein12 receipted excerpts条可追溯摘录
PPC2026-07-30

Pilgrim's Pride · Q2 FY2026 call record电话会记录

performancedemandmargins
“I think Mexico, once again, it's very volatile quarter-over-quarter, but we expect very good margins year-over-year given this demand for chicken and for overall protein that continues to grow.”
Fabio Sandri12 receipted excerpts条可追溯摘录
PLXS2026-07-30

Plexus Corp. · Q3 FY2026 call record电话会记录

risksguidanceperformance
“As a result, we now anticipate generating greater than 20% revenue growth for fiscal 2026, with greater than 6% non-GAAP operating margin and disciplined working capital efficiency.”
Todd Kelsey12 receipted excerpts条可追溯摘录
PHIN2026-07-30

PHINIA, Inc. · Q2 FY2026 call record电话会记录

demandsegment changesq and a
“We are now guiding adjusted EBITDA to be $485 million-$515 million, with an EBITDA margin of 13.5%-14.1%, as sales impacts from FX and net tariff recoveries, as well as product mix, have had a slightly dilutive impact on margins.”
Chris Gropp12 receipted excerpts条可追溯摘录
PHAT2026-07-30

Phathom Pharmaceuticals Inc · Q2 FY2026 call record电话会记录

performanceq and aguidance
“We are reiterating our guidance for both gross to net discount, which we believe will be within 55%-59% range, and for gross margin, which we anticipate will be approximately 80%.”
Sanjeev Narula12 receipted excerpts条可追溯摘录
PGY2026-07-30

PAGAYA TECHNOL-A · Q2 FY2026 call record电话会记录

demandq and aperformance
“For the full year 2026, we're expecting network volume between $12.5 billion and $13.25 billion, total revenue in the range of $1.425 billion-$1.525 billion, Adjusted EBITDA between $460 million and $490 million, and GAAP net income between $155 million-$180 million.”
Jon Dobres12 receipted excerpts条可追溯摘录
PEB2026-07-30

Pebblebrook Hotel Trust · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“They converted 4.8% total revenue growth into 7.1% same property hotel EBITDA growth, with same property total expenses increasing just 3.8%, and margins expanding 67 basis points to 30.6%.”
Raymond Martz12 receipted excerpts条可追溯摘录
PCOR2026-07-30

PROCORE TECHNOLO · Q2 FY2026 call record电话会记录

performancemarginsq and a
“Finally, we are raising our free cash flow margin guidance by 50 basis points to 19.5%, which implies year-over-year free cash flow margin expansion of approximately 310 basis points.”
Rachel Pyles12 receipted excerpts条可追溯摘录
PBF2026-07-30

PBF Energy · Q2 FY2026 call record电话会记录

guidancerisksdemand
“You're probably headed towards, if our numbers are anywhere close to being right, to wiping out your balance sheet on a net basis by potentially in the next quarter or two, which puts you in a position where the level of cash flow you're generating, albeit you could argue peak margins or whatever, you could take out a lot of your stock.”
Doug Leggate12 receipted excerpts条可追溯摘录
PATK2026-07-30

Patrick Industries, Inc. · Q2 FY2026 call record电话会记录

performancerisksq and a
“The potential impact of an incremental 20 basis points beyond the updated guidance, which potentially offset by incremental share and volume gains, is that the right kind of way to think about it?”
Daniel Moore12 receipted excerpts条可追溯摘录
PACK2026-07-30

RANPAK HOLDINGS · Q2 FY2026 call record电话会记录

demandsegment changesq and a
“Our North America revenues increased 8.5% in the quarter, or up 9.4% excluding the impact of warrants, driven by more than 250% growth in automation excluding warrants.”
Bill Drew12 receipted excerpts条可追溯摘录
ORLY2026-07-30

O'Reilly Automotive · Q2 FY2026 call record电话会记录

performanceq and arisks
“Through the first half of 2026, we are on track with our full-year target with our year-to-date gross margin rate of 51.5%, representing an 11 basis point expansion over the prior year.”
Brent Kirby12 receipted excerpts条可追溯摘录
ONEW2026-07-30

Onewater Marine Inc · Q3 FY2026 call record电话会记录

performancemarginssegment changes
“Despite revenue declining 4% year-over-year, we expanded gross margin by 70 basis points to 24%, driven by favorable product mix and the continued execution of our initiatives to enhance gross profit.”
Austin Singleton12 receipted excerpts条可追溯摘录
OLED2026-07-30

Universal Display · Q2 FY2026 call record电话会记录

demandrisksq and a
“Across both royalty and license revenue and material sales, cumulative catch-up adjustments totaled approximately $10 million during the second quarter and the first six months of 2026, had a net favorable impact of approximately $9 million compared to the second quarter of 2025.”
Brian Millard12 receipted excerpts条可追溯摘录
OIS2026-07-30

OIL STATES INTL · Q2 FY2026 call record电话会记录

performancedemandq and a
“We expect to receive these orders in the third and fourth quarters of 2026, but the delay in receiving these awards will push some revenue recognition into 2027 that was originally expected in 2026.”
Lloyd Hajdik12 receipted excerpts条可追溯摘录
NXT2026-07-30

Nextpower · Q1 FY2027 call record电话会记录

performancedemandrisks
“In response to, as we've been rolling this out and preconditioning the market, we've seen very strong demand and feedback from our customer, which is why at our last earnings call, we announced we're putting this incremental $50 million in, which is real money.”
Dan Shugar12 receipted excerpts条可追溯摘录
NWPX2026-07-30

NWPX · Q2 FY2026 call record电话会记录

marginsq and aperformance
“We expect a strong third quarter with both segments positioned for year-over-year growth and improving margins and sustained demand, really reinforcing our confidence that 2026 is shaping up to be a historic year for NWPX.”
Scott Montross12 receipted excerpts条可追溯摘录
NPKI2026-07-30

NPK INTERNATIONA · Q2 FY2026 call record电话会记录

performancemarginsq and a
“As for the near-term outlook, despite Q3 being our typical seasonal low point in customer project activity and the effects of the ongoing redeployments from recently completed large-scale projects, we expect total Q3 rental and service revenues to remain fairly in line with Q2 levels, reflecting a year-over-year improvement of more than 20%.”
Gregg Piontek12 receipted excerpts条可追溯摘录
NMIH2026-07-30

NMI Holdings, Inc. · Q2 FY2026 call record电话会记录

performancedemandrisks
“Total revenue in the second quarter was a record $187.9 million, and we delivered record adjusted net income of $106 million or $1.38 per diluted share and a 15.9% return on equity.”
Adam Pollitzer12 receipted excerpts条可追溯摘录
NGVT2026-07-30

Ingevity, Corp. · Q2 FY2026 call record电话会记录

performancemarginsq and a
“Segment EBITDA increased 6% to $86 million, and EBITDA margins expanded to 53.6% as higher volumes, improved price and mix, and stronger plant utilization more than offset higher SG&A spending.”
Phil Platt12 receipted excerpts条可追溯摘录
NFG2026-07-30

National Fuel Gas · Q3 FY2026 call record电话会记录

demandq and aguidance
“More importantly, we expect to achieve this level of growth while also generating between $1 billion and $1.5 billion of free cash flow over the same period.”
Dave Bauer12 receipted excerpts条可追溯摘录
NEU2026-07-30

NewMarket Corporation · Q2 FY2026 call record电话会记录

performancesegment changesdemand
“Our company generated solid cash flow for the first half of 2026, which allowed us to return $182 million to our shareholders through dividends of $56 million and share repurchases of $126 million.”
Tim Fitzgerald12 receipted excerpts条可追溯摘录
NEOG2026-07-30

Neogen · Q4 FY2026 call record电话会记录

demandrisksq and a
“We intend to invest in our business in 2027 with R&D spending increasing 50% and targeted investments in our commercial infrastructure to support higher long-term growth.”
Bryan Riggsbee12 receipted excerpts条可追溯摘录
NBIX2026-07-30

Neurocrine Biosciences · Q2 FY2026 call record电话会记录

demandq and acapital allocation
“We're not going to give long-term operating margin guidance, but you can see we're becoming quite a profitable company, where our operating income on a non-GAAP basis is over 30%.”
Matt Abernethy12 receipted excerpts条可追溯摘录
MYRG2026-07-30

MYR Group, Inc. · Q2 FY2026 call record电话会记录

marginsq and aperformance
“I think when we look at our overall revenue projections for the year, again, that should add roughly that $250 million, and then when we look at our growth, I think it'll kind of be in that overall growth, probably in that 13%-15%, if I looked at our overall growth on an organic basis going forward.”
Rick Swartz12 receipted excerpts条可追溯摘录
MTH2026-07-30

Meritage Homes Corporation · Q2 FY2026 call record电话会记录

management commitmentsq and ademand
“Although this higher basis will continue to be a margin headwind in the near term, we anticipate some margin relief will start at the tail end of 2027 or early into 2028 as lower basis land begins to roll through our P&L, assuming the current impact from oil and gas price increases is not prolonged.”
Hilla Sferruzza12 receipted excerpts条可追溯摘录
MSTR2026-07-30

MICROSTRATEGY · Q2 FY2026 call record电话会记录

performancecapital allocationdemand
“Our view is if we can sell $5 billion of digital credit a year, and if Bitcoin outperforms a hurdle rate, then that looks like $5 billion of net income to us, and the business ought to be valued at some multiple of that, depending upon robustness and growth.”
Michael Saylor12 receipted excerpts条可追溯摘录
MOD2026-07-30

MODINE MFG CO · Q1 FY2027 call record电话会记录

guidancecapital allocationsegment changes
“The excess labor, along with unfavorable overhead absorption on the lower volumes, had a 450-550 basis point impact on margins during the quarter.”
Mick Lucareli12 receipted excerpts条可追溯摘录
MO2026-07-30

Altria · Q2 FY2026 call record电话会记录

performancecapital allocationq and a
“When adjusted for trade inventory movements, domestic cigarette volumes in the second quarter and the first half declined by an estimated 4.5% and 4%, respectively.”
Heather Newman12 receipted excerpts条可追溯摘录
MMSI2026-07-30

Merit Medical Systems, Inc. · Q2 FY2026 call record电话会记录

risksguidanceperformance
“Specifically, for the three-year period ending December 31st, 2026, we are targeting an organic constant currency revenue CAGR of 5%-7%, a non-GAAP operating margin in the range of 20%-22%, and cumulative free cash flow generation of more than $400 million.”
Martha Aronson12 receipted excerpts条可追溯摘录
MLM2026-07-30

Martin Marietta Materials · Q2 FY2026 call record电话会记录

demandq and aguidance
“Specifically, in the second quarter, Woodville's average selling prices increased 4%, or 5% on a mix-adjusted basis, while shipments increased 1%, resulting in 7% growth and gross profit to a new record as compared with the prior year quarter's previous record, notwithstanding energy-related inflationary cost impacts.”
Michael Petro12 receipted excerpts条可追溯摘录
MKL2026-07-30

Markel Corporation · Q2 FY2026 call record电话会记录

risksdemandcapital allocation
“Adjusted operating income was $75 million for the quarter versus $105 million in the second quarter of 2025, primarily reflecting tighter margins along with softer demand within our car hauling equipment business.”
Brian Costanzo12 receipted excerpts条可追溯摘录
MICC2026-07-30

MICC · Q2 FY2026 call record电话会记录

guidancerisksmanagement commitments
“Adjusted EBIT margin was 50 basis points higher than the same period last year, and adjusted EBITDA increased from EUR 853 million-EUR 880 million, although adjusted EBITDA margin was impacted by TSAs and our acquisition in India.”
Abhijit Bhattacharya12 receipted excerpts条可追溯摘录
MDGL2026-07-30

MADRIGAL PHARMAC · Q2 FY2026 call record电话会记录

demandq and aperformance
“We expect full year 2026 SG&A expenses to increase compared to 2025 with the annualization of the Endo sales force as we continue to support the launch of Rezdiffra and build the foundation for long-term growth.”
Mardi Dier12 receipted excerpts条可追溯摘录
MCS2026-07-30

Marcus Corp · Q2 FY2026 call record电话会记录

risksq and aperformance
“When comparing our RevPAR results to comparable upper upscale hotels throughout the U.S., the upper upscale segment experienced RevPAR growth of 5.7% during our second quarter compared to the second quarter of 2025, indicating that our hotels outperformed the industry by 8.2 percentage points and outperformed the industry by approximately 3.9 percentage points when adjusting for the estimated impact of the Hilton Milwaukee renovation.”
Chad Paris12 receipted excerpts条可追溯摘录
MAIR2026-07-30

MAIR · Q2 FY2026 call record电话会记录

demandsegment changesq and a
“Yeah, I just wanted to, obviously, Q2 resi margin, I think, was a bit better than most expected, despite the volume pressure.”
Zachary Schechtman12 receipted excerpts条可追溯摘录
MA2026-07-30

Mastercard · Q2 FY2026 call record电话会记录

demandq and aperformance
“As we look to the full year of 2026, we expect net revenue growth to be at the high end of low double digits range on a currency neutral basis, excluding inorganic activity.”
Sachin Mehra12 receipted excerpts条可追溯摘录
LXU2026-07-30

LSB Industries Inc · Q2 FY2026 call record电话会记录

guidancerisksq and a
“When fully operational, we expect to generate between $25 million and $30 million of annual earnings and cash flow, net of any operating costs associated with CCS operations.”
Mark Behrman12 receipted excerpts条可追溯摘录
LTH2026-07-30

Life Time Group Holdings, Inc. · Q2 FY2026 call record电话会记录

performanceq and aguidance
“In April, we closed on sale-leaseback transactions that generated approximately $200 million of sale-leaseback proceeds, and we expect to complete approximately $400 million for the full-year, supporting our ongoing focus on generating annual positive free cash flow.”
Erik Weaver12 receipted excerpts条可追溯摘录
LSPD2026-07-30

LIGHTSPEED COMME · Q1 FY2027 call record电话会记录

performancedemandq and a
“Total revenue grew 17% to $322.7 million, exceeding our outlook for organic growth of 10%-14%, driven by growth in high GTV customer locations, higher software ARPU, and increased year-over-year payments penetration.”
Asha Bakshani12 receipted excerpts条可追溯摘录
LPLA2026-07-30

LPL FINANCIAL HO · Q2 FY2026 call record电话会记录

performancemarginscapital allocation
“As for our Q2 financial results, the combination of organic growth and expense discipline led to an adjusted pre-tax margin of approximately 39.3% and record adjusted EPS of $5.84.”
Matt Audette12 receipted excerpts条可追溯摘录
LOPE2026-07-30

Grand Canyon Education · Q2 FY2026 call record电话会记录

performancemarginsq and a
“I realize that all of these changes need to be pushed through your model, but the result should be adjusted EPS that is $0.03 above consensus estimates in the second half of 2026, when the impact of the $1 million in revenue that was recognized in the second quarter instead of the third is considered, and $0.14 above consensus estimates for the full year of 2026.”
Dan Bachus12 receipted excerpts条可追溯摘录
LNC2026-07-30

Lincoln Financial · Q2 FY2026 call record电话会记录

demandq and aperformance
“RILA sales rose 10% year-over-year, a more measured increase than we generated in the first quarter as we prioritize profitability over volume in a competitive market.”
Ellen Cooper12 receipted excerpts条可追溯摘录
LH2026-07-30

Labcorp · Q2 FY2026 call record电话会记录

capital allocationq and aguidance
“We delivered organic revenue growth of 3.6%, consisting of 1.8% volume growth and 1.8% favorable price mix, which was largely driven by higher tests per session.”
Julia Wang12 receipted excerpts条可追溯摘录
LECO2026-07-30

Lincoln Electric · Q2 FY2026 call record电话会记录

demandsegment changesperformance
“We now expect International Welding's margin performance to be in the 10%-11% range for the full year as EMEA demand trends and operating efficiency will remain challenged.”
Gabe Bruno12 receipted excerpts条可追溯摘录
LAUR2026-07-30

Laureate Education, Inc. · Q2 FY2026 call record电话会记录

performanceq and aguidance
“As a result, we are raising our full year 2026 outlook at the midpoint by $28 million for revenue, $8 million for adjusted EBITDA, and $0.03 per share for adjusted earnings per share.”
Eilif Serck-Hanssen12 receipted excerpts条可追溯摘录
KRG2026-07-30

Kite Realty Group Trust · Q2 FY2026 call record电话会记录

performancecapital allocationq and a
“As a reminder, our 90 basis point bad debt assumption applies to the full year and reflects a blend of actual bad debt incurred during the first half of the year and an assumed bad debt rate of 100 basis points of revenue for the second half of the year.”
Heath Fear12 receipted excerpts条可追溯摘录
KKR2026-07-30

KKR & Co. · Q2 FY2026 call record电话会记录

segment changesmarginsperformance
“If you could speak to the pipeline of new distribution platforms and how it informs the outlook for retail flows over the next six to 12 months, that would be great.”
Steven Chubak12 receipted excerpts条可追溯摘录
KBR2026-07-30

KBR, Inc. · Q2 FY2026 call record电话会记录

demandrisksq and a
“We continue to win in the market, build backlog across both businesses, and deliver solid performance, with year-to-date adjusted EBITDA margin of 13%, keeping us on track for another strong year.”
Stuart Bradie12 receipted excerpts条可追溯摘录
JLL2026-07-30

Jones Lang LaSalle · Q2 FY2026 call record电话会记录

performanceq and asegment changes
“Considering the strength of our cash flow to date, business mix, and ongoing initiatives to improve capital efficiency, our free cash flow conversion ratio is trending comfortably above our long-term average of over 80% for the full year.”
Kelly Howe12 receipted excerpts条可追溯摘录
IP2026-07-30

International Paper · Q2 FY2026 call record电话会记录

guidanceperformancedemand
“In the second quarter, our box volumes in North America increased 1.7% year-over-year on a daily basis, and we expect to outpace the industry by approximately 2% for the full year.”
Andy Silvernail12 receipted excerpts条可追溯摘录
INVH2026-07-30

Invitation Homes · Q2 FY2026 call record电话会记录

riskscapital allocationperformance
“Combined with our first quarter activity, this pace of dispositions has run well ahead of our original expectations, which is why we increased our full-year disposition guidance for wholly-owned homes by $300 million at the midpoint to $850 million.”
Jon Olsen12 receipted excerpts条可追溯摘录
INGM2026-07-30

INGRAM MICRO HOL · Q2 FY2026 call record电话会记录

guidanceperformancemargins
“Back in April, we discussed for our guidance for Q2 that we expected a combined benefit to net sales of approximately 2%-3% from various factors related to supply constraints, including increased average selling prices and pull forward of orders ahead of ASP hikes, offset partially by longer lead times to get product and some demand elasticity brought on by price increases.”
Mike Zilis12 receipted excerpts条可追溯摘录
ING2026-07-30

ING · Q2 FY2026 call record电话会记录

marginsdemandguidance
“In looking at the Q2, we've added 377,000 mobile primary customers, bringing our growth in the last 12 months to over one million, ahead of the target set at our Capital Markets Day in June 2024.”
Steven van Rijswijk12 receipted excerpts条可追溯摘录
INBK2026-07-30

INBK · Q2 FY2026 call record电话会记录

performanceq and ademand
“We now expect full-year loan growth of approximately 4%-6%, reflecting elevated early payoffs, lighter first-half small business production, and as secondary market premiums remain attractive, lower retention of guaranteed SBA balances with stronger pipelines expected to support growth in the second half of the year.”
Ken J. Lovik12 receipted excerpts条可追溯摘录
ILMN2026-07-30

Illumina, Inc. · Q2 FY2026 call record电话会记录

demandrisksq and a
“Moving to Q3 2026 guidance, we expect rest of world organic revenue growth of approximately 4.5% and reported revenue of $1.14 billion-$1.16 billion, non-GAAP EPS of $1.33-$1.38, and non-GAAP operating margin of approximately 24%.”
Ankur Dhingra12 receipted excerpts条可追溯摘录
IDCC2026-07-30

InterDigital · Q2 FY2026 call record电话会记录

risksq and aguidance
“Based only on existing contracts, we expect adjusted EBITDA margin of about 57% and non-GAAP diluted earnings per share of $1.94 to $2.13.”
Rich Brezski12 receipted excerpts条可追溯摘录
ICLR2026-07-30

ICON PLC · Q2 FY2026 call record电话会记录

demandrisksq and a
“Elevated pass-through contribution impacted margins during the quarter and may continue to do so in the back half of the year as therapeutic mix and site location dynamics increase the volume of pass-through dollars that we expect to burn on certain studies.”
Barry Balfe12 receipted excerpts条可追溯摘录
ICE2026-07-30

Intercontinental Exchange · Q2 FY2026 call record电话会记录

risksq and asegment changes
“Given our strong free cash flow generation, we've elected to pull forward some of our originally planned 2027 CapEx into 2026, and we now anticipate full-year CapEx of approximately $850 million.”
Warren Gardiner12 receipted excerpts条可追溯摘录
HXL2026-07-30

Hexcel · Q2 FY2026 call record电话会记录

demandq and amargins
“Additional volume improves utilization of our existing asset base and drives further operating leverage, supporting margin expansion and the path to 18% operating margin before the end of the decade.”
Tom Gentile12 receipted excerpts条可追溯摘录
HTGC2026-07-30

HERCULES CAPITAL · Q2 FY2026 call record电话会记录

q and acapital allocationmargins
“For the third quarter, we expect our core yield to be in the range of 11.8%-12%, reflecting the continued but increasingly muted impact of the 2025 rate reductions and the current portfolio turnover.”
Andrew Olson12 receipted excerpts条可追溯摘录
HNI2026-07-30

HNI Corporation · Q2 FY2026 call record电话会记录

performancedemandq and a
“In 2026, we expect stronger organic revenue growth in the back half and solid year-over-year margin expansion in legacy Workplace while we continue to invest to drive future growth.”
Jeff Lorenger12 receipted excerpts条可追溯摘录
HIPO2026-07-30

HIPO · Q2 FY2026 call record电话会记录

risksq and asegment changes
“Gross written premium to more than $2.5 billion, a 25% increase over our prior target, representing a 32% compounded annual growth rate and adjusted net income of more than $140 million in 2028, doubling our current year, 2026, guidance.”
Rick McCathron12 receipted excerpts条可追溯摘录
HII2026-07-30

Huntington Ingalls Industries · Q2 FY2026 call record电话会记录

guidanceperformancemargins
“Given this momentum and our plans to deliver five ships over the next year, we are raising our 2026 shipbuilding revenue guidance to between $10.2 billion and $10.4 billion, and our 2026 shipbuilding margin guidance to between 6% and 6.5%.”
Chris Kastner12 receipted excerpts条可追溯摘录
HGV2026-07-30

Hilton Grand Vacations · Q2 FY2026 call record电话会记录

performancemarginsguidance
“We remain committed to capital returns as a primary use of our free cash flow in 2026, and we remain on track to continue repurchasing our shares at a pace of approximately $150 million per quarter, subject to the repurchase activity not increasing our net leverage for the full year.”
Dan Mathewes12 receipted excerpts条可追溯摘录
H2026-07-30

Hyatt · Q2 FY2026 call record电话会记录

risksq and ademand
“We are maintaining our gross fees outlook for the full year and expect fees to grow between 9%-11% in the range of $1.305 billion-$1.335 billion, reflecting continued growth across our asset-light platform, despite temporary hotel closures in Jamaica and softer performance in Mexico and the Middle East.”
Joan Bottarini12 receipted excerpts条可追溯摘录
GVA2026-07-30

Granite Construction, Inc. · Q2 FY2026 call record电话会记录

demandq and arisks
“With our performance in the first half of the year, cap balance, and project opportunities ahead of us, we are increasing our revenue guidance to a range of $5.3 billion-$5.5 billion, from a range of $5.2 billion-$5.4 billion.”
Staci Woolsey12 receipted excerpts条可追溯摘录
GSIT2026-07-30

GSI Technology Inc · Q1 FY2027 call record电话会记录

demandq and amanagement commitments
“For the upcoming second quarter, we expect net revenues in the range of $5.7 million-$6.5 million, with gross margin of approximately 53%-55%.”
Douglas Schirle12 receipted excerpts条可追溯摘录
GRBK2026-07-30

Green Brick Partners, Inc. · Q2 FY2026 call record电话会记录

demandrisksguidance
“As Green Brick Mortgage continues to expand its service, we anticipate by year-end its capture rate will exceed 70%, which should generate additional revenue as we increase the number of loans funded through our mortgage company.”
Jed Dolson12 receipted excerpts条可追溯摘录
GOOS2026-07-30

CANADA GOOSE HOL · Q1 FY2027 call record电话会记录

performancedemandq and a
“We've identified three key priorities for fiscal 2027 to continue strengthening our year-round relevance with consumers while driving sustainable growth and profitability.”
Dani Reiss12 receipted excerpts条可追溯摘录
GIL2026-07-30

GILDAN ACTIVEWEA · Q2 FY2026 call record电话会记录

demandq and acapital allocation
“We believe that our updated 2026 guidance for adjusted operating margin of approximately 21.8% and adjusted EPS of $4.65-$4.75 reflects the underlying earnings power of our combined business as we exit 2026.”
Luca Barile12 receipted excerpts条可追溯摘录
GFL2026-07-30

GFL ENVIRONM-SUB · Q2 FY2026 call record电话会记录

demandrisksq and a
“Excluding the impact of these exogenous factors and M&A, underlying consolidated Q2 margins were up 125 basis points from the prior year, despite the mix impact of the lower high-margin landfill volumes and the 40 basis point margin headwind from the recognition of certain rebates in the prior year quarter that we previewed on the Q1 call.”
Luke Pelosi12 receipted excerpts条可追溯摘录
GDDY2026-07-30

GoDaddy · Q2 FY2026 call record电话会记录

demandmanagement commitmentscapital allocation
“We are projecting a Normalized EBITDA margin of approximately 33% for Q3 and reaffirm our full year margin target of over 33%, reflecting continued operating leverage and AI-driven productivity alongside rising investments in AI products, platform marketing, and compute.”
Mark McCaffrey12 receipted excerpts条可追溯摘录
FTI2026-07-30

TechnipFMC · Q2 FY2026 call record电话会记录

marginsrisksq and a
“For Surface Technologies, we anticipate revenue to increase mid to high single digits sequentially, with an adjusted EBITDA margin of approximately 17.5%.”
Alf Melin12 receipted excerpts条可追溯摘录
FTAI2026-07-30

FTAI · Q2 FY2026 call record电话会记录

marginsdemandq and a
“Just as a quick summary, as our aerospace products business continues to benefit from a supply-constrained environment, we make further strides to an asset-light model and FTAI Power advances, we remain confident in both our 2026 and 2027 outlook, including our free cash flow expectations.”
Joe Adams12 receipted excerpts条可追溯摘录
FSS2026-07-30

Federal Signal Corporation · Q2 FY2026 call record电话会记录

performancemarginsdemand
“In summary, in what is typically a seasonably strong period, our businesses were able to deliver 19% year-over-year net sales growth, 21% operating income improvement, an 18% increase in orders, gross margin expansion, and a 60-basis-point improvement in Adjusted EBITDA margin during the record-setting second quarter.”
Ian Hudson12 receipted excerpts条可追溯摘录
FSLR2026-07-30

First Solar · Q2 FY2026 call record电话会记录

performancemarginssegment changes
“With that said, our guidance now assumes a net tariff impact of $60 million-$80 million, with updates including the previously mentioned net IEEPA recovery and the assumption of Section 301 tariffs in the second half of the year.”
Alex Bradley12 receipted excerpts条可追溯摘录
FRBT2026-07-30

FRBT · Q2 FY2026 call record电话会记录

performancedemandq and a
“Net interest income was $63.1 million, up 6% from last quarter, and our net interest margin expanded by nine basis points this quarter as our asset mix improved, loan yields increased modestly, and cost of funds moved lower.”
Don Cole12 receipted excerpts条可追溯摘录
FND2026-07-30

Floor & Decor · Q2 FY2026 call record电话会记录

performanceq and acapital allocation
“As we look to drive sales in what we expect will remain a challenging demand environment through the second half of 2026, our marketing strategy is focused on reaching high-intent customers at key decision points in their purchase journey through more targeted, higher return tactics.”
Brad Paulsen12 receipted excerpts条可追溯摘录
FMC2026-07-30

FMC Corporation · Q2 FY2026 call record电话会记录

marginsrisksq and a
“Based on our free cash flow guidance, together with proceeds from the India sale, Delaware site sale leaseback, and the Tessenderlo equity investment, and after reflecting dividends, financing fees, and transaction costs, we expect to end 2026 with net debt of approximately $2.6 billion.”
Andrew Sandifer12 receipted excerpts条可追溯摘录
01
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。