TRNS2026-05-26
TRNS · Q4 FY2026 call record电话会记录
“For the full year, adjusted EBITDA grew 23% to $48.7 million, with adjusted EBITDA margins expanding by 40 basis points.”
Tom Barbato12 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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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
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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。
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
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 2977–3072 of 5581.显示第 2977–3072 条，共 5581 条。
SMTC2026-05-26
SEMTECH CORP · Q1 FY2027 call record电话会记录
“Finally, given the strength and the depth of our backlog, expanding design win momentum, and the 1.6T FiberEdge and CopperEdge inflection building into the second half, we are targeting 35% sequential revenue growth in Q2 for data center, which would represent 85% growth over the same period last year.”
Hong Hou12 receipted excerpts条可追溯摘录
SKY2026-05-26
Champion Homes, Inc. · Q4 FY2026 call record电话会记录
“The 11 retail locations have annualized revenues of approximately $70 million, and we see a strong pipeline of local market demand and commercial opportunities.”
Tim Larson12 receipted excerpts条可追溯摘录
PONY2026-05-26
PONY · Q1 FY2026 call record电话会记录
“Notably, our weekly average paid orders so far in May increased by more than 100% compared to the beginning of the year, significantly outpacing industry-wide growth.”
James Peng12 receipted excerpts条可追溯摘录
OOMA2026-05-26
Ooma Inc · Q1 FY2027 call record电话会记录
“We expect total revenue for the second quarter of fiscal 2027 to be in the range of $81.6 million-$82.3 million, which includes $6.3 million-$6.7 million of product and other revenue.”
Shig Hamamatsu12 receipted excerpts条可追溯摘录
MNSO2026-05-26
MINISO GROUP-ADR · Q1 FY2026 call record电话会记录
“With forex volatility in Q1, we record a net forex loss of more than CNY 8 million in this quarter, which going to impact our margin by 1.5%.”
Eason Zhang12 receipted excerpts条可追溯摘录
JG2026-05-26
JG · Q1 FY2026 call record电话会记录
“Market intelligence revenue increased by 3% quarter-over-quarter but decreased by 25% year-over-year due to the weak market condition and demand for Chinese APP data.”
Shan-Nen Bong12 receipted excerpts条可追溯摘录
ITRN2026-05-26
ITRN · Q1 FY2026 call record电话会记录
“Reflecting our continuing strong profitability, ongoing positive cash flow, and strong balance sheet, the board of directors declared a dividend of $10 million for the quarter, which represent $0.50 per share, in line with our standard dividend policy.”
Eyal Sheratzky12 receipted excerpts条可追溯摘录
FINV2026-05-26
FINVOLUTION-ADR · Q1 FY2026 call record电话会记录
“For full year 2026, we reiterate our revenue guidance in the range of RMB 11.5 billion-RMB 12.9 billion.”
Jiayuan Xu12 receipted excerpts条可追溯摘录
ESLT2026-05-26
ELBIT SYSTEMS · Q1 FY2026 call record电话会记录
“Our backlog reached a new record, surpassing $30 billion for the first time, and we exceeded a 10% non-GAAP operating margin in line with our internal targets.”
Kobi Kagan12 receipted excerpts条可追溯摘录
CSW2026-05-26
CSW Industrials, Inc. · Q4 FY2026 call record电话会记录
“Adjusted EBITDA margin increased 90 basis points to 26.8% from 25.9%, driven by the addition of recent acquisitions, strategic pricing actions, and lower freight costs.”
James Perry12 receipted excerpts条可追溯摘录
BOX2026-05-26
Box, Inc. · Q1 FY2027 call record电话会记录
“Revenue growth of 11% year-over-year, or 10% in constant currency, billings growth of 5% year-over-year, or 13% in constant currency, and operating margins of 28% all exceeded our guidance.”
Aaron Levie12 receipted excerpts条可追溯摘录
AZO2026-05-26
AutoZone · Q3 FY2026 call record电话会记录
“Lastly, in Q4, we expect LIFO to reduce EBIT by approximately $30 million, impact our gross margin rate negatively by 45 basis points, and our EPS by approximately $1.40 a share.”
Jamere Jackson12 receipted excerpts条可追溯摘录
APPS2026-05-26
Digital Turbine Inc · Q4 FY2026 call record电话会记录
“Cash operating expenses were $40.5 million, up 12% year-over-year, reflecting continued expense discipline, streamlined business processes, and targeted investments in our key growth initiatives.”
Steve Lasher12 receipted excerpts条可追溯摘录
GSL2026-05-22
GLOBAL SHIP-CL A · Q1 FY2026 call record电话会记录
“Indeed, as Tom has referenced, we were pleased to agree the forward sales of three of our oldest ships, which will all be 25 years old or older by the time they are delivered to buyers for an aggregate price of $52 million, which we expect will unlock a book gain of around $25 million.”
Tassos Psaropoulos12 receipted excerpts条可追溯摘录
FRO2026-05-22
FRONTLINE PLC · Q1 FY2026 call record电话会记录
“My question is, if the impact from the fleet on slide nine is only 11 VLCCs, and then 10 and 11 net themselves out, like you said, the loss of volume is obviously negative, but the ton mile impact is almost a complete offset.”
Jon Chappell12 receipted excerpts条可追溯摘录
CVCO2026-05-22
Cavco Industries, Inc. · Q4 FY2026 call record电话会记录
“Financial services gross margin as a percentage of revenue increased to 69.4% in Q4 of 2026 from 36.8% in Q4 of 2025.”
Allison Aden12 receipted excerpts条可追溯摘录
CAE2026-05-22
CAE · Q4 FY2026 call record电话会记录
“For the full year, defence revenue increased 9% to CAD 2.2 billion, with adjusted segment operating income of CAD 200.2 million and a margin of 9.2%, reflecting strong demand and improved execution.”
Ryan McLeod12 receipted excerpts条可追溯摘录
BJ2026-05-22
BJ's Wholesale Club · Q1 FY2027 call record电话会记录
“Excluding the impact of tariff refund benefits, merchandise margins were down 60 basis points year-over-year, largely consistent with the prior quarter.”
Laura Felice12 receipted excerpts条可追溯摘录
ATCH2026-05-22
ATCH · Q3 FY2026 call record电话会记录
“On the correspondent pipeline, we expect contribution to build progressively as relationships move through operational integration On securities lending, we expect continued growth as we add inventory, deepen client relationships, and extend the operational footprint of the business.”
Craig Ridenhour12 receipted excerpts条可追溯摘录
ZM2026-05-21
ZOOM COMMUNICATI · Q1 FY2027 call record电话会记录
“We expect non-GAAP operating income to be in the range of $508 million-$513 million, representing an operating margin of 40.3% at the midpoint.”
Michelle Chang12 receipted excerpts条可追溯摘录
ZKH2026-05-21
ZKH GROUP LTD · Q1 FY2026 call record电话会记录
“Delivering these solid results during the first quarter, and off-season for the MRO industry reinforces our confidence in achieving double-digit GMV growth and full-year profitability in 2026.”
Speaker 712 receipted excerpts条可追溯摘录
WSM2026-05-21
Williams-Sonoma, Inc. · Q1 FY2027 call record电话会记录
“Looking beyond fiscal year 2026, we are reiterating our long-term outlook for mid to high single-digit revenue growth and operating margins in the mid to high teens.”
Jeff Howie12 receipted excerpts条可追溯摘录
WMT2026-05-21
Walmart · Q1 FY2027 call record电话会记录
“Based on Q1 performance at 5.7% and our Q2 outlook of 4%-5% growth, we'd expect full year sales growth to be toward the upper end of that initial range.”
John David Rainey12 receipted excerpts条可追溯摘录
WMS2026-05-21
Advanced Drainage Systems · Q4 FY2026 call record电话会记录
“The self-help operational initiatives we launched over a one year ago are clearly bearing fruit, and our teams executed at a high level despite a challenging demand environment, resulting in the second highest adjusted EBITDA margin in the company's history of 31.6%.”
Scott Barbour12 receipted excerpts条可追溯摘录
WDAY2026-05-21
Workday, Inc. · Q1 FY2027 call record电话会记录
“We expect Q2 GAAP operating margin to be approximately 19 percentage points lower than our non-GAAP operating margin and the full-year FY 2027 GAAP operating margin to be approximately 18-19 points lower.”
Zane Rowe12 receipted excerpts条可追溯摘录
VIPS2026-05-21
VIPSHOP HOLD-ADR · Q1 FY2026 call record电话会记录
“Looking forward to the second quarter of 2026, we expect our total net revenues to be between RMB 24.5 billion and RMB 25.8 billion, representing a year-over-year decrease of approximately 5%-0%.”
Mark Wang12 receipted excerpts条可追溯摘录
TTWO2026-05-21
Take-Two Interactive · Q4 FY2026 call record电话会记录
“We expect GAAP net revenue to range from $7.9 billion-$8.1 billion and cost of revenue to range from $3.5 billion-$3.62 billion.”
Lainie Goldstein12 receipted excerpts条可追溯摘录
TEN2026-05-21
TEN · Q1 FY2026 call record电话会记录
“Thanks to the profit-sharing element, every $1,000 per day increase in spot rates has a positive $0.13 impact on the annual earnings per share, based on the number of TEN vessels that currently have exposure to the spot rates, 23 vessels.”
George Saroglou12 receipted excerpts条可追溯摘录
SHOE2026-05-21
Shoe Station Group Inc · Q1 FY2027 call record电话会记录
“The first quarter gross profit margin compression of 120 basis points is consistent with the full year fiscal 2026 gross margin expectation we communicated in March, which contemplates approximately 260-270 basis points of gross profit margin compression for the year, with the majority of that compression weighted to the first half.”
Kerry Jackson12 receipted excerpts条可追溯摘录
SBLK2026-05-21
STAR BULK CARRIE · Q1 FY2026 call record电话会记录
“Going forward, congestion is expected to have a limited impact on the supply and demand balance, though there could still be some upside from delays related to new mining hubs in West Africa.”
Constantinos Simantiras12 receipted excerpts条可追溯摘录
RL2026-05-21
Ralph Lauren Corporation · Q4 FY2026 call record电话会记录
“Fourth quarter revenue grew 8%, exceeding both our outlook and our Next Great Chapter: Drive plan targets, driven by 14% growth in our direct-to-consumer business.”
Justin Picicci12 receipted excerpts条可追溯摘录
NIO2026-05-21
NIO INC - ADR · Q1 FY2026 call record电话会记录
“The first question is about the vehicle sales, because we noticed that sales of the ES8 and ES9 series large SUV are expected to likely more than triple year-over-year this year, while the rest of the lineup is likely to see a roughly 20% year-over-year decline under our 40%-50% full year volume guidance.”
Tim Hsiao12 receipted excerpts条可追溯摘录
NDSN2026-05-21
Nordson Corporation · Q2 FY2026 call record电话会记录
“Excluding acquisition-related amortization and costs and the non-cash losses, adjusted earnings per share totaled a second quarter record of $2.86 per share, $0.06 above the midpoint of our quarterly guidance, and an 18% increase from prior year adjusted earnings per share of $2.42.”
Daniel Hopgood12 receipted excerpts条可追溯摘录
LSPD2026-05-21
LIGHTSPEED COMME · Q4 FY2026 call record电话会记录
“In Q4, we delivered another strong quarter with total revenue of $291 million and gross profit of $129 million, both up 15% year-over-year and coming in ahead of our previously established outlook.”
Dax Dasilva12 receipted excerpts条可追溯摘录
LION2026-05-21
Lionsgate Studios Corp · Q4 FY2026 call record电话会记录
“Television segment profit remained resilient, benefiting from continued strength in library performance, including "The Rookie" and "Mad Men." Importantly, we remain confident in TV's growth in fiscal 2027 as we expect to double the number of episodic scripted deliveries versus fiscal 2026.”
Jimmy Barge12 receipted excerpts条可追溯摘录
HSHP2026-05-21
HIMALAYA SHIPPIN · Q1 FY2026 call record电话会记录
“We can yet again thank the increased bauxite volumes from Guinea, which contributed a 23% increase year-over-year and a 4.8% increase from global iron ore trades.”
Lars-Christian Svensen12 receipted excerpts条可追溯摘录
HOV2026-05-21
HOV · Q2 FY2026 call record电话会记录
“In the second quarter, 45% of our deliveries came from lots acquired in 2023 or earlier, which creates margin pressure because those lots were purchased assuming materially lower incentives, but less so than we'd experienced in previous quarters when more than 50% of our deliveries were from similarly aged lots.”
Brad O'Connor12 receipted excerpts条可追溯摘录
HLNE2026-05-21
Hamilton Lane · Q4 FY2026 call record电话会记录
“Revenue from our reporting, monitoring, data, and analytics offerings increased by approximately $7 million or 22% compared to the prior-year period as we continue to produce strong growth in our technology solutions offering.”
Jeff Armbrister12 receipted excerpts条可追溯摘录
FLX2026-05-21
FLX · Q1 FY2026 call record电话会记录
“Turning to our financial performance, total revenues for the first quarter reached RMB 935.3 million, with a gross margin of 11.3%.”
Adam Xue12 receipted excerpts条可追溯摘录
ESEA2026-05-21
ESEA · Q1 FY2026 call record电话会记录
“In the United States, the 2026 growth forecast was revised slightly lower to 2.3%, though the 2027 outlook was revised slightly upwards to 2.1%, reflecting continued underlying resilience despite macroeconomic imbalances.”
Aristides Pittas12 receipted excerpts条可追溯摘录
ENS2026-05-21
EnerSys · Q4 FY2026 call record电话会记录
“These two projects will further optimize our manufacturing footprint, maximize 45X tax benefits, support the continued transition to our higher margin, higher performance solutions, and mitigate future risks associated with tariffs, all while better serving our customers.”
Shawn O'Connell12 receipted excerpts条可追溯摘录
DECK2026-05-21
Deckers Brands · Q4 FY2026 call record电话会记录
“Our full fiscal year 2026 operating margin was 23.1%, inclusive of our targeted investments to support long-term growth opportunities across our brands.”
Steven Fasching12 receipted excerpts条可追溯摘录
DE2026-05-21
Deere & Company · Q2 FY2026 call record电话会记录
“Even so, it's important to keep in mind that we are delivering double-digit margins across all segments, and we expect to grow our top line by more than 5% this year as we progress towards the 2030 growth targets outlined during our investor event at the New York Stock Exchange last December.”
Brent Norwood12 receipted excerpts条可追溯摘录
DAVA2026-05-21
ENDAVA PLC-ADR · Q3 FY2026 call record电话会记录
“We expect revenue to be in the range of GBP 181 million to GBP 185 million, representing constant currency revenue decrease of between 3.5% and 1.0% on a year-over-year basis.”
Mark Thurston12 receipted excerpts条可追溯摘录
BULL2026-05-21
Webull Corp · Q1 FY2026 call record电话会记录
“We recorded revenue of $159.9 million, up 36% year-over-year, driven by high trading volumes across all core asset classes.”
Anthony Denier12 receipted excerpts条可追溯摘录
BORR2026-05-21
Borr Drilling Ltd · Q1 FY2026 call record电话会记录
“Revenue for the period was $247 million and adjusted EBITDA, [audio distortion] , primarily impacted by the delayed start-up of the [audio distortion] credit loss provision.”
Bruno Morand12 receipted excerpts条可追溯摘录
AAP2026-05-21
Advance Auto Parts, Inc. · Q1 FY2026 call record电话会记录
“We expect adjusted operating income margin between 3.8% and 4.5% for 2026, resulting in 130-200 basis points of year-over-year margin expansion.”
Ryan Grimsland12 receipted excerpts条可追溯摘录
ZTO2026-05-20
ZTO EXPRESS -ADR · Q1 FY2026 call record电话会记录
“Based on current market and operating conditions, we are maintaining our previous guidance for the year that parcel volume growth of 10%-13% year-over-year, representing a parcel volume range of 42.37 billion-43.52 billion.”
Huiping Yan12 receipted excerpts条可追溯摘录
VFC2026-05-20
VF Corporation · Q4 FY2026 call record电话会记录
“We will get SG&A leverage this year, but we're not going to specifically talk about the overall numbers other than to say to get to the 8% operating margin on, call it 1%-2% revenue growth, we're going to see both gross margin expansion and some leverage on the SG&A side.”
Paul Vogel12 receipted excerpts条可追溯摘录
URBN2026-05-20
Urban Outfitters, Inc. · Q1 FY2027 call record电话会记录
“We continue to believe we could deliver positive high single-digit total company sales growth for the full year fiscal 2027.”
Melanie Marein-Efron12 receipted excerpts条可追溯摘录
TOL2026-05-20
Toll Brothers · Q2 FY2026 call record电话会记录
“We're also increasing our full-year adjusted gross margin guidance by 10 basis points to 26.1%, reflecting our outperformance through the first half of the year.”
Gregg Ziegler12 receipted excerpts条可追溯摘录
TGT2026-05-20
Target Corporation · Q1 FY2027 call record电话会记录
“Regarding the first priority, we deployed about $1 billion for capital expenditures in the first quarter and continue to expect about $5 billion of CapEx for the full year as we invest behind the growth priorities we outlined at our financial meeting in March.”
Jim Lee12 receipted excerpts条可追溯摘录
TATT2026-05-20
TATT · Q1 FY2026 call record电话会记录
“Based on our visibility and what we are hearing directly from our customer partners, we continue to believe that 2026 will be a year of meaningful growth in both revenue and EBITDA.”
Igal Zamir12 receipted excerpts条可追溯摘录
STEX2026-05-20
STEX · Q1 FY2026 call record电话会记录
“Can you walk us through the specific milestones, channel integrations, ETF listings, RIA, IRA onboarding that you expect to drive the inflection point, and what's the realistic 12-18-month AUM target range given your current pipeline?”
Henry McPhie12 receipted excerpts条可追溯摘录
STEP2026-05-20
StepStone Group · Q4 FY2026 call record电话会记录
“When excluding the impact of retroactive fees, core fee-related earnings were $101 million, up 28% relative to the prior year quarter, and core FRE margin remains at 40%.”
Seth Weiss12 receipted excerpts条可追溯摘录
ROIV2026-05-20
Roivant Sciences · Q4 FY2026 call record电话会记录
“Today, revenue in the PAH market has really reached a stellar level at $100 billion in aggregate sales and a robust $7 billion per year, with 15 drugs approved, there remains a good pricing environment and commercial opportunity for these newer therapies because this is driven by the complex nature of PAH.”
Drew Fromkin12 receipted excerpts条可追溯摘录
PERI2026-05-20
PERION NETWORK L · Q1 FY2026 call record电话会记录
“Despite the expected macro headwinds for the second quarter, given the momentum we see building in our pipeline for the back half of the year, particularly the several large strategic agreements that are in advanced stages, we are reiterating our full year 2026 guidance.”
Elad Tzubery12 receipted excerpts条可追溯摘录
NVDA2026-05-20
Nvidia · Q1 FY2027 call record电话会记录
“For the full year, we now expect OPEX growth to grow somewhere in the upper 40s on a year-over-year basis, driven by higher R&D and acceleration in the usage of AI tools to enhance productivity.”
Colette Kress12 receipted excerpts条可追溯摘录
LPG2026-05-20
Dorian LPG Ltd. · Q4 FY2026 call record电话会记录
“As you would expect, she immediately started contributing to earnings, though we won't see the P&L impact until the first quarter of our fiscal 2027.”
Ted Young12 receipted excerpts条可追溯摘录
LOW2026-05-20
Lowe's · Q1 FY2027 call record电话会记录
“For the first quarter, gross margin was 32.7%, down 70 basis points and in line with our expectations, primarily driven by the dilutive impact of FBM and ADG, offset by favorability in credit revenue.”
Brandon Sink12 receipted excerpts条可追溯摘录
INTU2026-05-20
Intuit · Q3 FY2026 call record电话会记录
“To summarize, in a $37 billion assisted TAM, we expect to grow TurboTax Live customers 38% and revenue 36%, representing over 1/2 of our TurboTax franchise.”
Sasan Goodarzi12 receipted excerpts条可追溯摘录
IMVT2026-05-20
Immunovant Inc · Q4 FY2026 call record电话会记录
“Today, revenue in the PAH market has really reached a stellar level at $100 billion in aggregate sales and a robust $7 billion per year, with 15 drugs approved, and there remains a good pricing environment and commercial opportunity for these newer therapies because this is driven by the complex nature of PAH.”
Drew Fromkin12 receipted excerpts条可追溯摘录
HAS2026-05-20
Hasbro · Q1 FY2026 call record电话会记录
“We expect adjusted operating margins of 24%-25% and adjusted EBITDA in the range of $1.4 billion-$1.45 billion.”
Gina Goetter12 receipted excerpts条可追溯摘录
GLNG2026-05-20
Golar Lng · Q1 FY2026 call record电话会记录
“Because of the strengthening of the commercial pipeline, we are now actively securing slots for long lead items to secure the construction time that we are promising our clients in the commercial discussions, which we reconfirm that on MKI and MKII, we expect a construction time of around 36 months and somewhat longer for a MKII.”
Karl Fredrik Staubo12 receipted excerpts条可追溯摘录
GDS2026-05-20
GDS HLDGS - ADR · Q1 FY2026 call record电话会记录
“In our three-year business plan, we target adding 500 MW to 800 MW of new bookings every year, with the potential to do more.”
William Huang12 receipted excerpts条可追溯摘录
EVGN2026-05-20
EVGN · Q1 FY2026 call record电话会记录
“We expect that this activity will form the basis for the commencement of sales in Casterra seeds for the 2027 growing season.”
Polina Ravzin12 receipted excerpts条可追溯摘录
ELF2026-05-20
e.l.f. Beauty · Q4 FY2026 call record电话会记录
“For the full year, we expect net sales growth of approximately 12%-14%, Adjusted EBITDA between $379 million-$385 million, adjusted net income between $198 million-$201 million, and Adjusted EPS of $3.27-$3.32 per diluted share.”
Mandy Fields12 receipted excerpts条可追溯摘录
CRVL2026-05-20
CorVel Corporation · Q4 FY2026 call record电话会记录
“Results within Network Solutions included the impact of certain one-time events, primarily within CERiS, which contributed in part to elevated revenue and profit during the period and added $0.02 of earnings per share.”
Brian Nichols12 receipted excerpts条可追溯摘录
CDLR2026-05-20
CDLR · Q1 FY2026 call record电话会记录
“Financial performance in line with our expectations, continuing a robust backlog of work, standing currently at EUR 2.7 billion, which we believe provides a very solid earnings visibility for the company.”
Mikkel Gleerup12 receipted excerpts条可追溯摘录
BZUN2026-05-20
BAOZUN INC-ADR · Q1 FY2026 call record电话会记录
“Gross margin remained healthy at 50% with optimized commercial strategy during the Spring Festival to maximize traffic and conversion during the peak window.”
Ken Huang12 receipted excerpts条可追溯摘录
BLTE2026-05-20
BLTE · Q1 FY2026 call record电话会记录
“Our existing pipeline, as we talked about before, we expect the budget will be about $150 million for next three years.”
Hao-Yuan Chuang12 receipted excerpts条可追溯摘录
AVEX2026-05-20
AVEX · Q1 FY2026 call record电话会记录
“Importantly, this trend continued into 2026, with adjusted EBITDA margins in the first quarter improving significantly year-over-year, driven by higher revenue, production efficiencies, and lower operating expenses as a percentage of sales.”
Todd Booth12 receipted excerpts条可追溯摘录
ARCO2026-05-20
ARCOS DORADOS-A · Q1 FY2026 call record电话会记录
“We did have a challenging 2025, and volume trends remained under pressure during the first quarter of this year, which was the main reason for the quarter's comp sales result.”
Luis Raganato12 receipted excerpts条可追溯摘录
ADI2026-05-20
Analog Devices · Q2 FY2026 call record电话会记录
“OpEx in the quarter was $872 million, resulting in an operating margin above the high end of our guidance, or 49%, up 350 basis points sequentially and 780 basis points year-over-year.”
Richard Puccio12 receipted excerpts条可追溯摘录
RDCM2026-05-19
RDCM · Q1 FY2026 call record电话会记录
“Forward-looking statements in the conference call involve several risks and uncertainties, including but not limited to company's statements about its momentum, strategic direction and goals, market position and trajectory, future execution and delivery of value to customers and stakeholders, expansion within its existing customer base and expansion of its footprint, development, often enhancing strategic partnership and expected benefits and revenues from collaborations, the success of new technologies, including AI, to, among other things, enhance automation and efficiencies pipeline, opportunities and customer engagements and the timing thereof, the launch and reception of RADCOM Neura and its integration into agentic AI ecosystems, demand for its products and solutions, and the ability to address new customer segments and expand its market reach, trends in the market, the expected benefits of its AI-driven assurance and other solutions, its expectation with respect to research and development and sales and marketing expenses, expectations regarding the growth of 5G and AI and related spending, and its full year 2026 revenue guidance, future growth and profitability.”
Operator12 receipted excerpts条可追溯摘录
NTZ2026-05-19
NTZ · Q4 FY2025 call record电话会记录
“The difference between the 38% and the 33.2%, apart the impact of the shift on Natuzzi Editions, stays in the lower direct retail of the sales coming from the retail channel compared to last year and unfavorable sales mix.”
Carlo Silvestri12 receipted excerpts条可追溯摘录
MMYT2026-05-19
MAKEMYTRIP LTD · Q4 FY2026 call record电话会记录
“In view of the current, you know, volatility in the travel demand, I think we'd kind of want to continue to remain in the 1.8%-2% kind of a, you know, margin guidance.”
Mohit Kabra12 receipted excerpts条可追溯摘录
LUXE2026-05-19
LUXE · Q3 FY2026 call record电话会记录
“In addition to our guidance for fiscal year 2026, we therefore also confirm our medium-term target for the group, with net sales of EUR 4 billion and an adjusted EBITDA margin of 7%-9%.”
Michael Kliger12 receipted excerpts条可追溯摘录
KEYS2026-05-19
Keysight Technologies · Q2 FY2026 call record电话会记录
“Moving to Electronic Industrial Solutions Group, we delivered a record quarter with all-time highs for both orders and revenue, with strong growth across all 3 EISG markets, general electronics, semiconductors, and automotive and energy.”
Satish Dhanasekaran12 receipted excerpts条可追溯摘录
JHX2026-05-19
JHX · Q4 FY2026 call record电话会记录
“For the full year, Siding and Trim delivered net sales of $2.96 billion, up 3%, and adjusted EBITDA of $951 million at a 32.1% margin.”
Ryan Lada12 receipted excerpts条可追溯摘录
HD2026-05-19
Home Depot (The) · Q1 FY2027 call record电话会记录
“On a related question, how do you think about the symmetry of higher rates, i.e., you know, if we stay at these level of mortgage rates, do you think it's actually punitive to demand in your category, or do you think maybe, you know, given that we're at 40-year lows on existing home sales, it defers the release in the category, but it doesn't necessarily deteriorate demand going forward.”
Christopher Horvers12 receipted excerpts条可追溯摘录
GLAS2026-05-19
GLAS · Q1 FY2026 call record电话会记录
“As a result of the higher cost of production and lower sales price, we anticipate second quarter gross margin to be in the high 40% range, which compares to 53% last year.”
Mark Vendetti12 receipted excerpts条可追溯摘录
EXP2026-05-19
Eagle Materials · Q4 FY2026 call record电话会记录
“When we look out to April, May and frankly, 2027, you know, should we expect positive volume growth?”
Philip Ng12 receipted excerpts条可追溯摘录
EGHT2026-05-19
8X8 Inc · Q4 FY2026 call record电话会记录
“Gross margin as a percent of revenue was 64.2%, modestly below Q3 due to the continued mix shift toward our usage-based offerings, which in aggregate carry a lower margin profile, but can add meaningful profit dollars as the business scales.”
Kevin Kraus12 receipted excerpts条可追溯摘录
DRVN2026-05-19
Driven Brands Holdings Inc · Q4 FY2025 call record电话会记录
“The full impact of these adjustments on the income statement and statement of cash flows for the full year 2023 and 2024 and the balance sheet as of year-end 2024 are included in today's earnings release.”
Mike Diamond12 receipted excerpts条可追溯摘录
CRNT2026-05-19
CRNT · Q1 FY2026 call record电话会记录
“Given all these moving parts and the underlying business strength we anticipate, it is hard to predict the net impact on our profitability, and therefore, we are reiterating our margin targets for 2026, namely a 1 percentage point improvement in non-GAAP gross margin and non-GAAP operating margin of 6.5%-7.5%, both at the midpoint of our provided revenue range for 2026.”
Ronen Stein12 receipted excerpts条可追溯摘录
CAVA2026-05-19
Cava Group · Q1 FY2026 call record电话会记录
“Shifting to restaurant level margins, our outlook reflects the strength of our business and incorporates a 20 to 40 basis point headwind to capture a more cautious view on elevated energy cost impacts given ongoing geopolitical uncertainty.”
Tricia Tolivar12 receipted excerpts条可追溯摘录
CAN2026-05-19
CAN · Q1 FY2026 call record电话会记录
“In the quarter, we generated total revenues of $62.7 million, in line with our previous guidance range.”
Nangeng Zhang12 receipted excerpts条可追溯摘录
BILI2026-05-19
BILIBILI INC-ADR · Q1 FY2026 call record电话会记录
“We expect Q2 advertising revenue to maintain rapid growth with the contribution from our AI initiatives, with gross margin steadily improving and the net profit margin have further room to increase.”
Sam Fan12 receipted excerpts条可追溯摘录
BEKE2026-05-19
BEKE · Q1 FY2026 call record电话会记录
“The contribution margin also increased by 0.9 percentage point quarter-over-quarter, mainly driven by the operating leverage from the revenue recovery in Q1, with fixed labor costs remaining relatively stable.”
Xu Tao12 receipted excerpts条可追溯摘录
AS2026-05-19
AMER SPORTS INC · Q1 FY2026 call record电话会记录
“We are raising 2026 revenue growth guidance from 16%-18% to 20%-22%, which includes a 200-250 basis point benefit from favorable FX impact at current exchange rates.”
Andrew Page12 receipted excerpts条可追溯摘录
XP2026-05-18
XP INC - CLASS A · Q1 FY2026 call record电话会记录
“Retail revenue totaling BRL 3.8 billion in the quarter, representing a 10% growth year-over-year and a 2% decline quarter-over-quarter, reflecting the impact in corporate credit in Brazil already explained before.”
Victor Mansur12 receipted excerpts条可追溯摘录
TOYO2026-05-18
TOYO · Q1 FY2026 call record电话会记录
“Cost of revenue was approximately $95 million in Q1 2025, compared to $46.7 million in Q1 2025, reflecting the substantially higher production and shipment volume during the period.”
Raymond Chung12 receipted excerpts条可追溯摘录
STKE2026-05-18
STKE · Q2 FY2026 call record电话会记录
“The transaction details as set out were CAD 18 million, with CAD 4 million of stock and set up in multiple payments over time, with revenue that we expect on this business to be CAD 12 million-CAD 13 million a year.”
Steve Ehrlich12 receipted excerpts条可追溯摘录
RYAAY2026-05-18
RYAAY · Q4 FY2026 call record电话会记录
“Our scarce FY 2027's capacity growth or summer 2026 capacity growth is allocated to those regions and airports who are actively cutting aviation taxes like Sweden, Slovakia, Albania and regional Italy, and are also where airports are incentivizing traffic growth.”
Michael O'Leary12 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。