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 RSS
Weekly intelligence每周情报

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

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 2881–2976 of 6702.显示第 2881–2976 条，共 6702 条。

TAC2026-07-31

TAC · Q2 FY2026 call record电话会记录

performancecapital allocationq and a
“The acquisition is expected to deliver CAD 110 million per year in low risk, high-quality Adjusted EBITDA to our portfolio and is immediately accretive to free cash flow per share.”
Joel Hunter12 receipted excerpts条可追溯摘录
SONY2026-07-31

SONY · Q1 FY2027 call record电话会记录

risksmanagement commitmentsq and a
“FY 2026 Q1 sales increased 21% year-on-year to JPY 562 billion, primarily due to the impact of foreign exchange rates, as well as increased revenue from live events and higher streaming revenue in recorded music.”
Lin Tao12 receipted excerpts条可追溯摘录
SAMG2026-07-31

Silvercrest Asset Management Group Inc · Q2 FY2026 call record电话会记录

performanceguidancemanagement commitments
“Discretionary assets under management, which primarily drives the firm's revenue, increased 6.9% during the second quarter to $24.7 billion at June 30, 2026, and from $23.1 billion at March 31st, 2026, driven by market appreciation, partially offset by net client outflows.”
Rick Hough12 receipted excerpts条可追溯摘录
PWP2026-07-31

Perella Weinberg Partners · Q2 FY2026 call record电话会记录

performancedemandguidance
“The number of companies facing significant 2028 and 2029 maturities and increasing rating agency pressure is larger than ever, and we expect the environment for our financing and capital solutions business to remain robust.”
Andrew Bednar12 receipted excerpts条可追溯摘录
PSO2026-07-31

PSO · Q2 FY2026 call record电话会记录

performancedemandguidance
“That's what's weighing down and gives us growth, in the margin going into H2, and obviously contributes to my confidence in the full year guidance for the GBP 640-GBP 685 overall group profit.”
Simon Robson12 receipted excerpts条可追溯摘录
PRLB2026-07-31

Protolabs · Q2 FY2026 call record电话会记录

performancedemandsegment changes
“We expect foreign currency to have a $400,000 unfavorable impact on revenue compared to the third quarter of 2025.”
Dan Schumacher12 receipted excerpts条可追溯摘录
POR2026-07-31

Portland General Electric · Q2 FY2026 call record电话会记录

guidanceperformancecapital allocation
“We experienced a $0.22 increase in retail revenues, including a $0.10 increase from industrial demand, a $0.12 increase from additional cost recovery, reflecting the Seaside battery asset included in customer rates beginning in November 2025, and the distribution system planning recovery that began in April of 2026.”
Joe Trpik12 receipted excerpts条可追溯摘录
PBA2026-07-31

PBA · Q2 FY2026 call record电话会记录

demandq and acapital allocation
“As I mentioned earlier, the volume growth that was embedded in our April 7th update and our 2026-2030 outlook was, again, in a bit of a historical sense.”
Cameron Goldade12 receipted excerpts条可追溯摘录
OLN2026-07-31

Olin Corporation · Q2 FY2026 call record电话会记录

performancesegment changesq and a
“During the first half of 2026, working capital increased by $183 million, reflecting our normal seasonal build, which we expect to liquidate in the second half of the year.”
Todd Slater12 receipted excerpts条可追溯摘录
NWL2026-07-31

Newell Brands · Q2 FY2026 call record电话会记录

performancesegment changesmargins
“If you do one final thing and look at our op margin guidance for the full year, which was 10%-10.4%, if you strip out the elements of the refund related to 2025, which are all the out-of-period elements, our guide would basically have us at 8.6%-9% on an op margin basis, with the midpoint being 8.8%, which basically means that's about a 50 basis point improvement from 2025, right?”
Mark Erceg12 receipted excerpts条可追溯摘录
NWG2026-07-31

NWG · Q2 FY2026 call record电话会记录

guidanceperformancerisks
“In February, we set out how we plan to deliver our 2028 targets by pursuing disciplined growth, leveraging simplification, and actively managing our capital and risk.”
Katie Murray12 receipted excerpts条可追溯摘录
NVT2026-07-31

nVent Electric plc · Q2 FY2026 call record电话会记录

performancecapital allocationrisks
“We exited the quarter with net leverage of 1.2x, well below our target range of 2x-2.5x, providing ample flexibility to invest in growth and acquisitions.”
Gary Corona12 receipted excerpts条可追溯摘录
MTZ2026-07-31

MasTec · Q2 FY2026 call record电话会记录

marginsdemandcapital allocation
“For the third quarter, we now expect Power Delivery inclusive of Superior's results to generate approximately $1.6 billion in revenue, with EBITDA margins in the low double digits and full-year revenue of approximately $5.725 billion, with EBITDA margins also in the low double digits.”
Paul DiMarco12 receipted excerpts条可追溯摘录
MTX2026-07-31

Minerals Technologies · Q2 FY2026 call record电话会记录

marginssegment changesperformance
“Looking ahead to the Q3, we expect segment sales to increase in the 3%-5% range versus the prior year, driven primarily by growth in the Household & Personal Care product line.”
Erik Aldag12 receipted excerpts条可追溯摘录
MTD2026-07-31

Mettler Toledo · Q2 FY2026 call record电话会记录

performancemarginsdemand
“As disclosed last quarter, we had a one-time gross benefit of $52 million from IEEPA tariff refunds in Q2 that benefited cost of sales and was offset in part by a $28 million related refund to our customers that reduced our reported net sales by 3%.”
Shawn Vadala12 receipted excerpts条可追溯摘录
MSA2026-07-31

MSA Safety · Q2 FY2026 call record电话会记录

guidancemanagement commitmentsperformance
“Excluding the impact of any new tariffs, we expect full-year adjusted gross margin to be in the 47.5%-48.5% range.”
Julie Beck12 receipted excerpts条可追溯摘录
MRNA2026-07-31

Moderna · Q2 FY2026 call record电话会记录

demandq and arisks
“Looking at the second half of the year, on the commercial and financial side, we remain on track for up to 10% revenue growth this year and also remain committed to improving our operational efficiency and achieving our new lowered cash cost guidance of approximately $4 billion.”
Stéphane Bancel12 receipted excerpts条可追溯摘录
MOG-A2026-07-31

Moog Inc. · Q3 FY2026 call record电话会记录

performancedemandq and a
“We're increasing our 2026 guidance from a quarter ago for sales, adjusted operating margin, adjusted earnings per share, and free cash flow conversion.”
Jennifer Walter12 receipted excerpts条可追溯摘录
MHK2026-07-31

Mohawk Industries · Q2 FY2026 call record电话会记录

guidanceperformancerisks
“Given these factors, we expect our third quarter adjusted earnings per share, excluding any restructuring or other one-time charges, to be between $2.50 and $2.60, including approximately $0.12 from additional tariff refunds we have already received.”
Paul De Cock12 receipted excerpts条可追溯摘录
LYB2026-07-31

LyondellBasell · Q2 FY2026 call record电话会记录

performancemarginsq and a
“As we align production with market demand, we expect to operate the segment at approximately 70% utilization during the third quarter, though prolonged low Rhine water levels could further impact operating rates.”
Kim Foley12 receipted excerpts条可追溯摘录
LNT2026-07-31

Alliant Energy · Q2 FY2026 call record电话会记录

guidanceperformancedemand
“Despite milder weather during the first six months of the year, we are currently trending in the upper half of our 2026 earnings guidance range while advancing the investments and customer solutions that support our long-term growth strategy.”
Lisa Barton12 receipted excerpts条可追溯摘录
LIN2026-07-31

Linde plc · Q2 FY2026 call record电话会记录

performancedemandq and a
“Operating margins of 29.5% decreased 60 basis points from prior year, or 30 basis points when excluding the impact of cost pass-through.”
Matt White12 receipted excerpts条可追溯摘录
LEA2026-07-31

Lear · Q2 FY2026 call record电话会记录

performancecapital allocationguidance
“At the midpoint of our guidance range, we assume that global industry production will be down less than 2% on a Lear sales weighted basis compared to 2025, down from 1% in our prior outlook, primarily due to lower production assumptions for China, partially offset by higher volumes in North America.”
Jason Cardew12 receipted excerpts条可追溯摘录
KYIV2026-07-31

KYIV · Q2 FY2026 call record电话会记录

performancecapital allocationmargins
“Helsi served 5 million customers this quarter, and revenue grew almost 36% year-over-year to $2.4 million.”
Oleksandr Komarov12 receipted excerpts条可追溯摘录
KWR2026-07-31

Quaker Chemical Corporation · Q2 FY2026 call record电话会记录

demandq and arisks
“Second quarter net sales in EMEA increased 13% year-over-year, driven by 7% volume growth, higher selling prices related to price actions taken during the quarter to offset raw material inflation, and favorable foreign currency impacts.”
Tom Coler12 receipted excerpts条可追溯摘录
JOE2026-07-31

St. Joe Company · Q2 FY2026 call record电话会记录

segment changesq and arisks
“While record quarterly income is notable, I believe the across-the-board increase in margins and the 50% growth in net income on a trailing 12-month basis on lower amount of invested capital is far more indicative of the superb job done by management when it comes to maximizing long-term value of this great company and assets.”
Marek Bakun12 receipted excerpts条可追溯摘录
IVR2026-07-31

Invesco Mortgage Capital Inc · Q2 FY2026 call record电话会记录

capital allocationq and aperformance
“Although elevated risks in the Middle East and the path of monetary policy may create near-term volatility in mortgage valuations, we continue to believe the medium to long-term outlook for our target assets remains constructive, supported by favorable supply and demand dynamics.”
Brian Norris12 receipted excerpts条可追溯摘录
IRMD2026-07-31

Iradimed Corp · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“With those efforts, we were able to achieve revenue and earnings per our guidance, with revenue of $20.5 million and earnings of $0.41 on a GAAP basis and non-GAAP earnings of $0.46 per share.”
Roger Susi12 receipted excerpts条可追溯摘录
IR2026-07-31

Ingersoll Rand · Q2 FY2026 call record电话会记录

performanceq and ademand
“Starting with revenue, we now expect revenue growth of 4.5%-6.5%, 200 basis points higher at the midpoint, driven primarily by organic volume, reflecting a strong first half and healthy demand, particularly in the short to medium cycle side of the business.”
Vicente Reynal12 receipted excerpts条可追溯摘录
IMO2026-07-31

IMO · Q2 FY2026 call record电话会记录

demandguidancecapital allocation
“Downstream earnings of CAD 787 million are up CAD 176 million from the first quarter due to higher margins, partially offset by planned turnaround impacts at the Strathcona refinery.”
Dan Lyons12 receipted excerpts条可追溯摘录
HUN2026-07-31

Huntsman Corp · Q2 FY2026 call record电话会记录

performancecapital allocationmanagement commitments
“There have been a number of outages that are around, again, if demand were rising at traditional levels of 4%-6% per annum sort of growth rates, I think you'd see much tighter markets than today.”
Peter Huntsman12 receipted excerpts条可追溯摘录
HR2026-07-31

Healthcare Realty Trust · Q2 FY2026 call record电话会记录

guidanceperformancecapital allocation
“Same-store NOI growth has averaged 5.7%, same-store occupancy has increased to nearly 93%, retention has averaged nearly 90%, cash leasing spreads have averaged 4.1%, leverage is down nearly a full turn, and we have raised guidance every single quarter along the way, including by another $0.02 this quarter, driven by strong operations in leasing, a successful convertible bond offering, and accretive capital allocation.”
Peter Scott12 receipted excerpts条可追溯摘录
GTES2026-07-31

Gates Corporation · Q2 FY2026 call record电话会记录

performanceq and asegment changes
“Our updated 2026 guidance implies 6% core sales growth year-over-year in the second half, representing a significant uptick from approximately 1% core sales growth realized in the first half of the year.”
Ivo Jurek12 receipted excerpts条可追溯摘录
GLPI2026-07-31

Gaming and Leisure Properties · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“We anticipate healthy growth in the near and medium term as our pipeline, which you all can see pretty clearly, provides a lot of visibility into the pace of our growth, which continues to remain strong.”
Peter Carlino12 receipted excerpts条可追溯摘录
GCL2026-07-31

GCL · Q4 FY2026 call record电话会记录

risksq and aperformance
“Group revenue for fiscal 2026 grew 68.2% year-on-year to $238 million, reflecting the expansion of our operating platform, including the full year contribution from Ban Leong, alongside continued activity across our gaming distribution and publishing operations.”
Kenny Lin12 receipted excerpts条可追溯摘录
FTS2026-07-31

FTS · Q2 FY2026 call record电话会记录

performancedemandguidance
“TEP is also in active negotiations for additional capacity at a second site in the range of 500 MW-700 MW and is continuing to engage with other large customers for additional growth opportunities.”
David Hutchens12 receipted excerpts条可追溯摘录
FRT2026-07-31

Federal Realty Investment Trust · Q2 FY2026 call record电话会记录

performancedemandcapital allocation
“As a result of the strong year to date and our bullish outlook, Federal will continue to lead the REIT sector as its only dividend king, a distinction of 50+ consecutive years of annual dividend growth, as we once again increased our dividend for a 59th consecutive year to $1.16 per share per quarter, or $4.64 annually.”
Dan Guglielmone12 receipted excerpts条可追溯摘录
FHI2026-07-31

Federated Hermes · Q2 FY2026 call record电话会记录

capital allocationq and aperformance
“real estate development revenue fee, the FCP acquisition-related comp expense, and professional service fees was about $4.7 million of lower net income, or about $0.06 per share.”
Tom Donahue12 receipted excerpts条可追溯摘录
ETN2026-07-31

Eaton Corporation · Q2 FY2026 call record电话会记录

guidanceperformancemargins
“We posted record revenue of $8.5 billion with 21% total revenue growth, 14% organic growth, and 23.1% margins, all better than the high end of our guidance.”
Paulo Ruiz12 receipted excerpts条可追溯摘录
ES2026-07-31

Eversource Energy · Q2 FY2026 call record电话会记录

risksq and aguidance
“From an earnings perspective, we delivered second quarter recurring earnings per share of $0.87, in line with our expectations, and we are reaffirming our long-term EPS growth guidance of 5%-7%.”
Joe Nolan12 receipted excerpts条可追溯摘录
ERIE2026-07-31

Erie Indemnity · Q2 FY2026 call record电话会记录

demandq and aguidance
“Other growth initiatives include targeted savings opportunities for eligible customers through programs such as teenSMART, both of which Tim will discuss shortly.”
Julie Pelkowski12 receipted excerpts条可追溯摘录
ENB2026-07-31

ENB · Q2 FY2026 call record电话会记录

demandsegment changesq and a
“Our CAD 41 billion backlog provides a clear runway for growth through the decade, supported by a disciplined focus on low-risk, accretive brownfield investments.”
Pat Murray12 receipted excerpts条可追溯摘录
EMN2026-07-31

Eastman Chemical Company · Q2 FY2026 call record电话会记录

performancedemandguidance
“We told you that we had about a $30 million headwind last year relative to 2024 with the drop in the textile business, which was a combination of a weak market, made even weaker by tariffs, impacting demand and our price point going into China.”
Mark Costa12 receipted excerpts条可追溯摘录
EGO2026-07-31

ELDORADO GOLD · Q2 FY2026 call record电话会记录

management commitmentsperformancedemand
“Revenue increased to $487 million, up from $452 million in the prior year period as a significantly higher realized gold price of $4,379 per ounce, more than offset lower sales volumes.”
Paul Ferneyhough12 receipted excerpts条可追溯摘录
DRH2026-07-31

DiamondRock Hospitality Company · Q2 FY2026 call record电话会记录

performancemarginscapital allocation
“We estimate the World Cup contributed approximately 90 basis points to our second quarter RevPAR growth, and we now expect it to contribute approximately 30 basis points to the full year, which is modestly above our initial estimate of 20 basis points.”
Briony Quinn12 receipted excerpts条可追溯摘录
D2026-07-31

Dominion Energy · Q2 FY2026 call record电话会记录

guidanceperformancecapital allocation
“We're bringing those customers onto our system in the right way, protecting existing customers from cost shifts while mitigating stranded cost risk by utilizing a large load framework that ensures these customers pay their fair share of the investments required to support their growth.”
Steven Ridge12 receipted excerpts条可追溯摘录
CUZ2026-07-31

Cousins Properties · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“Not saying that's going to be the case in every market, but as you have increasing demand and just few options for customers, it will lead to, I'd say, more meaningful rent growth and net effective rent growth that is not just a linear 3% a year.”
Colin Connolly12 receipted excerpts条可追溯摘录
CTVA2026-07-31

Corteva · Q2 FY2026 call record电话会记录

performanceq and ademand
“We are also increasing our operating EBITDA margin outlook to a range of 22.5%-23.5%, reflecting continued sales growth and disciplined cost management.”
David Johnson12 receipted excerpts条可追溯摘录
CRI2026-07-31

Carter's, Inc. · Q2 FY2026 call record电话会记录

performancemanagement commitmentssegment changes
“Turning to our outlook for the top line, we've narrowed our outlook for full-year net sales a bit from low to mid-single digit growth previously to a revised projection of 2%-3% growth.”
Richard Westenberger12 receipted excerpts条可追溯摘录
CPT2026-07-31

Camden Property Trust · Q2 FY2026 call record电话会记录

capital allocationguidanceperformance
“At the beginning of the year, our same-store midpoint outlook, including California, was revenue growth of 0.75%, expense growth of 3%, and an NOI decline of 0.5%.”
Ben Fraker12 receipted excerpts条可追溯摘录
CNO2026-07-31

CNO Financial Group · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“Given our strong first half results and confidence in the underlying performance of the business, we are increasing our full year operating earnings per share guidance to a range of between $4.60 and $4.80, an 8% increase at the midpoint from our prior 2026 guidance.”
Paul McDonough12 receipted excerpts条可追溯摘录
CHD2026-07-31

Church & Dwight · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“Our results were driven by 150 basis points from productivity programs, 110 basis points from our higher-margin acquisitions, combined with the impact of our successful portfolio actions, and 180 basis points from the combination of volume, price, and mix.”
Lee McChesney12 receipted excerpts条可追溯摘录
CBOE2026-07-31

Cboe Global Markets · Q2 FY2026 call record电话会记录

performanceq and ademand
“Rounding out our 2026 guidance, our CapEx guidance increases to $98 million-$108 million, from $73 million-$83 million, as we made incremental investment in our clearing infrastructure and opportunistically pulled forward hardware purchases for future service to lock in lower costs ahead of rising inflationary pressure in the space.”
Jill Griebenow12 receipted excerpts条可追溯摘录
BVN2026-07-31

BVN · Q2 FY2026 call record电话会记录

performancedemandmargins
“San Gabriel produced 2,800 ounces of gold during the quarter and began commercialization in the second quarter of 2026, marking its first contribution to Buenaventura's sales volumes.”
Leandro García12 receipted excerpts条可追溯摘录
BTE2026-07-31

BTE · Q2 FY2026 call record电话会记录

capital allocationq and aguidance
“Production of 71,243 BOE per day exceeded the high end of guidance, representing 11% growth relative to Q2 2025.”
Kendall Arthur12 receipted excerpts条可追溯摘录
BLDP2026-07-31

BLDP · Q2 FY2026 call record电话会记录

demandperformanceguidance
“Together, we expect to scale faster and at a lower cost, transforming Ballard into an energy-as-a-service provider capable of lowering customer TCO and capturing revenue across the entire value chain.”
Marty Neese12 receipted excerpts条可追溯摘录
BEPC2026-07-31

BEPC · Q2 FY2026 call record电话会记录

q and aperformancecapital allocation
“In addition, we continue to scale our capital recycling program, agreeing to or closing sales that will generate approximately $2.2 billion of proceeds or $630 million net to BEP at strong results at or above our target returns.”
Connor Teskey12 receipted excerpts条可追溯摘录
BEP2026-07-31

BEP · Q2 FY2026 call record电话会记录

q and aperformancecapital allocation
“We continue to scale our capital recycling program, agreeing to or closing sales that will generate approximately $2.2 billion of proceeds or $630 million net to BEP at strong results at or above our target returns.”
Connor Teskey12 receipted excerpts条可追溯摘录
BBUC2026-07-31

Brookfield Business Corp · Q2 FY2026 call record电话会记录

capital allocationperformancedemand
“Look, DexKo continues to outperform the market, as you say, in a softer volume environment, the margin improvements are strong and the cost optimization initiatives more than offset any weakness in those end markets.”
Adrian Letts12 receipted excerpts条可追溯摘录
ATR2026-07-31

AptarGroup · Q2 FY2026 call record电话会记录

guidanceperformancesegment changes
“We achieved adjusted EBITDA of $213 million, a decrease of 3% from the prior year, and adjusted EBITDA margin of 20.7% compared to 22.6% in the prior year, primarily due to less favorable product mix and ongoing operational challenges in Beauty and Closures that have progressively improved since the beginning of the year.”
Vanessa Kanu12 receipted excerpts条可追溯摘录
ARES2026-07-31

Ares Management · Q2 FY2026 call record电话会记录

performancedemandcapital allocation
“The other thing I would also highlight, because it's going to impact the profitability coming out of that fund, despite the redemption queue, just based on Q1 inflows and being under-levered in that fund, I would expect that when we get to the end of the year, our non-traded BDC will actually be larger at year-end 2026 than it was at year-end 2025.”
Michael Arougheti12 receipted excerpts条可追溯摘录
AMH2026-07-31

American Homes 4 Rent · Q2 FY2026 call record电话会记录

guidanceperformancecapital allocation
“In addition to these expense controls, we also saw contributions from our development program and capital allocation decisions, leading us to raise the midpoint of our core FFO per share guidance by $0.03 to $1.95, which represents year-over-year growth of 4.3%.”
Bryan Smith12 receipted excerpts条可追溯摘录
AEE2026-07-31

Ameren · Q2 FY2026 call record电话会记录

demandq and aguidance
“We reaffirmed our 2026 earnings per share guidance, which is a range of $5.25-$5.45, reflecting solid execution across our business during the first six months of the year.”
Marty Lyons12 receipted excerpts条可追溯摘录
ABR2026-07-31

Arbor Realty Trust · Q2 FY2026 call record电话会记录

demandq and aguidance
“We have a growing pipeline of larger deals, which we expect will result in a stronger second half of the year, and hopefully allow us to produce similar volumes as we did in 2025, although the exact time of closing is hard to predict in this elevated rate environment.”
Ivan Kaufman12 receipted excerpts条可追溯摘录
ABBV2026-07-31

AbbVie · Q2 FY2026 call record电话会记录

performanceq and aguidance
“Moving to the P&L for 2026, we continue to forecast full year adjusted gross margin above 84% of sales.”
Scott Reents12 receipted excerpts条可追溯摘录
YUMC2026-07-30

YUM CHINA HO · Q2 FY2026 call record电话会记录

performancerisksq and a
“Thus, Michelle, Yum China team, we are working hard to drive traffic, sales, and profit, all at the same time, and we target to maintain positive same-store sales growth in quarter three and deliver 15 quarter of same-store transaction growth as well.”
Joey Wat12 receipted excerpts条可追溯摘录
YUM2026-07-30

Yum! Brands · Q2 FY2026 call record电话会记录

performanceq and aguidance
“Despite the deleveraging impact of temporarily depressed sales volumes, we believe Taco Bell's third quarter equity store level margins will range between 19% and 21%.”
Ranjith Roy12 receipted excerpts条可追溯摘录
XRX2026-07-30

Xerox Holdings Corp · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“Collectively, Q2 results gave us the confidence to raise our full year 2026 revenue guidance by approximately $100 million on higher expectations for Print & Other.”
Louie Pastor12 receipted excerpts条可追溯摘录
XPO2026-07-30

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

performancemarginssegment changes
“First, I thought for the full year, margin outlook, based on what we delivered so far in the first half of the year and our expectation for the third quarter, we do expect to outperform our initial outlook, which was to improve OR for the full year by 100-150 basis points.”
Mario Harik12 receipted excerpts条可追溯摘录
XHR2026-07-30

Xenia Hotels & Resorts, Inc. · Q2 FY2026 call record电话会记录

capital allocationq and ademand
“Looking at the individual components, rooms expense grew approximately 4% on a per occupied room basis, while food and beverage expenses grew at 3.3%, greater than the 1% growth in food and beverage revenue, which impacted F&B profitability.”
Barry Bloom12 receipted excerpts条可追溯摘录
XEL2026-07-30

Xcel Energy · Q2 FY2026 call record电话会记录

management commitmentsq and aperformance
“From here, we see additional opportunities not in our base plan to invest and serve our growing customer needs, including ongoing and upcoming generation RFPs in Colorado and the upper Midwest, transmission investments in each of our operating companies, and generations to support 3 GW of data center demand that we added to our target plan on our Q4 earnings call.”
Bob Frenzel12 receipted excerpts条可追溯摘录
WU2026-07-30

Western Union · Q2 FY2026 call record电话会记录

guidancemanagement commitmentsmargins
“Just a reminder, I know you know this, but our Q2 margins and adjusted EPS were 200 basis points and $0.06 better than Q1, but it is still a far cry from what we expected.”
Matt Cagwin12 receipted excerpts条可追溯摘录
WTW2026-07-30

Willis Towers Watson · Q2 FY2026 call record电话会记录

performancemarginssegment changes
“Propel gives us the visibility to extend that horizon and target specific adjusted operating margins of approximately 30% at the enterprise level, approximately 35% in Health, Wealth & Career, and approximately 30% in Risk & Broking, all in 2028.”
Andrew Krasner12 receipted excerpts条可追溯摘录
WHD2026-07-30

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

performancemarginsq and a
“During the third quarter, we expect total Pressure Control revenue to be down approximately 10% as shipments from our Cactus International business reverts towards first quarter levels following a particularly strong second quarter.”
Scott Bender12 receipted excerpts条可追溯摘录
WFG2026-07-30

WEST FRASER TIMB · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“In the second quarter, we achieved sales of approximately $1.4 billion and delivered adjusted EBITDA of $59 million with a $13 million favorable softwood lumber duty adjustment contributing to an adjusted EBITDA margin of approximately 4%.”
Chris Virostek12 receipted excerpts条可追溯摘录
WCC2026-07-30

WESCO International · Q2 FY2026 call record电话会记录

marginsdemandcapital allocation
“Consistent with our stronger growth outlook, we are raising our adjusted EBITDA margin outlook to 6.9%-7.1%, representing an EBITDA raise in dollar terms at the midpoint of over $100 million compared to the previous outlook.”
Indraneel Dev12 receipted excerpts条可追溯摘录
WBX2026-07-30

WBX · Q2 FY2026 call record电话会记录

demandmanagement commitmentsq and a
“The sequential improvement of 70 basis points in gross margin was a good outcome, given the softer top line, and a sign that our product mix and cost discipline held up even as volumes were constrained.”
Enric Asunción12 receipted excerpts条可追溯摘录
VICI2026-07-30

Vici Properties · Q2 FY2026 call record电话会记录

risksguidanceperformance
“In the next few minutes, you'll hear from John Payne on our growth outlook and activities, and from David Kieske on our financial results, liquidity, and updated 2026 earnings guidance.”
Ed Pitoniak12 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。