RITM2026-07-28
Rithm Capital · Q2 FY2026 call record电话会记录
“We expect that our capital improvement strategy will drive significant rent growth and occupancy gains in 2026 and beyond.”
Peter Brindley12 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 3457–3552 of 6702.显示第 3457–3552 条，共 6702 条。
RGEN2026-07-28
Repligen · Q2 FY2026 call record电话会记录
“Underlying our adjusted operating income margin expansion in the quarter was strong operating leverage, achieved with a modest adjusted OpEx growth of 6% on a reported basis and 8% excluding the impact from the Polymem sale and foreign currency.”
Jason Garland12 receipted excerpts条可追溯摘录
RCL2026-07-28
Royal Caribbean Group · Q2 FY2026 call record电话会记录
“Net yields were up 1.2%, which was 100 basis points higher than our guidance, driven by better-than-expected close-in demand, including strong onboard revenue primarily for Caribbean products.”
Jason Liberty12 receipted excerpts条可追溯摘录
RBBN2026-07-28
Ribbon Communications Inc · Q2 FY2026 call record电话会记录
“Tier 1 service providers have improved, but more slowly than we expected, moderating our second half growth rate while increasing the backlog and opportunity in 2027.”
Bruce McClelland12 receipted excerpts条可追溯摘录
PYPL2026-07-28
PayPal · Q2 FY2026 call record电话会记录
“Excluding interest on customer balances, TM dollars grew 3%, driven by continued strength in Venmo, credit, and Braintree, while at the same time increasing our growth investments this quarter.”
Enrique Lores12 receipted excerpts条可追溯摘录
PNR2026-07-28
Pentair · Q2 FY2026 call record电话会记录
“Within our down 4%-7% sales guidance for total Pentair, we expect full year price to be up approximately 3%, with FX acquisitions and divestitures providing a net benefit of approximately 50 basis points, and the remaining change reflecting lower volume.”
Bob Fishman12 receipted excerpts条可追溯摘录
PJT2026-07-28
PJT Partners, Inc. · Q2 FY2026 call record电话会记录
“We now expect our non-comp expense growth for the year to be slightly higher than previous guidance and closer to 14% year-over-year.”
Helen Meates12 receipted excerpts条可追溯摘录
PII2026-07-28
Polaris · Q2 FY2026 call record电话会记录
“Gross profit margin improved 242 basis points, driven by lower warranty expense and favorable leverage of fixed costs from increased sales volumes.”
Bob Mack12 receipted excerpts条可追溯摘录
PHG2026-07-28
PHG · Q2 FY2026 call record电话会记录
“Against this backdrop, we reiterate our full-year comparable sales growth outlook range of 3%-4.5%, and our underlying adjusted EBITDA margin outlook also remains unchanged.”
Roy Jakobs12 receipted excerpts条可追溯摘录
PGC2026-07-28
Peapack-Gladstone Financial Corp · Q2 FY2026 call record电话会记录
“Of course, all of this hiring temporarily impacted earnings, which bottomed out in the third quarter of 2024, but we expected that.”
Doug Kennedy12 receipted excerpts条可追溯摘录
PFG2026-07-28
Principal Financial Group · Q2 FY2026 call record电话会记录
“Moving to key highlights, investment management gross sales increased 2% year-over-year and 13% on a trailing 12-month basis, supported by client demand for our investment capabilities and the strength of our distribution relationships.”
Deanna Strable12 receipted excerpts条可追溯摘录
PCAR2026-07-28
Paccar · Q2 FY2026 call record电话会记录
“I'm just curious how you're thinking about margin ramifications, maybe as you start with selling 2026 engines in the first half of next year, but then start to produce on the new engines and just how to think about margin impacts as you do that.”
Kyle Menges12 receipted excerpts条可追溯摘录
OSK2026-07-28
Oshkosh · Q2 FY2026 call record电话会记录
“Just would be helpful to hear a little bit of color on the updated Vocational outlook relative to your, I guess, last quarter expectations, where you had effectively taken out $100 million-$200 million from the initial top line guide and then guided the margins to, I'd say, about 16%-17%.”
Kyle Menges12 receipted excerpts条可追溯摘录
OMC2026-07-28
Omnicom Group · Q2 FY2026 call record电话会记录
“If you then consider our expectations for Q3 and Q4 of what we have left to do, the contribution of those assets that we're selling in Q3, we expect to be $300 million in revenue and around a 10% margin or so, and $225 million of revenue in Q4 and around about a 10% margin or so.”
Phil Angelastro12 receipted excerpts条可追溯摘录
OMAB2026-07-28
OMAB · Q2 FY2026 call record电话会记录
“OMA's second quarter adjusted EBITDA increased 6.6% to MXN 2.7 billion, while the adjusted EBITDA margin expanded to 75.2%, reflecting revenue growth and disciplined cost management despite continued inflationary and labor cost pressures.”
Ricardo Dueñas12 receipted excerpts条可追溯摘录
NXPI2026-07-28
NXP Semiconductors · Q2 FY2026 call record电话会记录
“Second quarter revenue was $3.5 billion, up 19% year-over-year; non-GAAP operating margin was 35%; and non-GAAP EPS was $3.61, all exceeding the midpoint of our guidance.”
Rafael Sotomayor12 receipted excerpts条可追溯摘录
NWBI2026-07-28
Northwest Bancshares, Inc. · Q2 FY2026 call record电话会记录
“As we look ahead for the rest of 2026, we continue to focus on organic growth initiatives, further optimizing our financial performance, expanding our financial center network, serving our core customers and communities.”
Lou Torchio12 receipted excerpts条可追溯摘录
NUE2026-07-28
Nucor · Q2 FY2026 call record电话会记录
“In the second quarter, Nucor generated net earnings of $1.2 billion, or $5.04 per share, exceeding the midpoint of our guidance range by $0.29.”
Jack Sullivan12 receipted excerpts条可追溯摘录
NTB2026-07-28
Bank of N T Butterfield & Son Ltd · Q2 FY2026 call record电话会记录
“The net interest margin was 2.74% in the second quarter, one basis point lower than the prior quarter, with the cost of deposits increasing one basis point to 125 basis points from the prior quarter.”
Michael Collins12 receipted excerpts条可追溯摘录
NEO2026-07-28
NeoGenomics Laboratories, Inc. · Q2 FY2026 call record电话会记录
“Our top-line performance continues to be driven by our clinical business, which grew by 14% in the quarter as AUP increased 12% and volume exceeded our target and grew 2%.”
Tony Zook12 receipted excerpts条可追溯摘录
NE2026-07-28
Noble Corporation · Q2 FY2026 call record电话会记录
“For starters, 77 rig years of UDW backlog contracted during the first half of this year was, by a comfortable margin, the highest level seen in well over a decade.”
Robert Eifler12 receipted excerpts条可追溯摘录
NBTB2026-07-28
NBT Bancorp, Inc. · Q2 FY2026 call record电话会记录
“We generated significantly stronger earnings than in the prior year quarter, grew loans across every business line, and expanded our net interest margin to 3.73%, an increase of 14 basis points from one year ago.”
Scott Kingsley12 receipted excerpts条可追溯摘录
NAUT2026-07-28
Nautilus Biotechnology Inc · Q2 FY2026 call record电话会记录
“For the full year, we are maintaining our revenue guidance of approximately $0.5 million.”
Anna Mowry12 receipted excerpts条可追溯摘录
MANH2026-07-28
Manhattan Associates · Q2 FY2026 call record电话会记录
“With all that said, acknowledging the volatile macro environment, given our strong first half performance and solid pipeline, we are confident that RPO will be towards the high end of our target of $2.62 billion-$2.68 billion, which represents a range of 18%-20% growth.”
Linda Pinne12 receipted excerpts条可追溯摘录
LSTR2026-07-28
Landstar System · Q2 FY2026 call record电话会记录
“Transportation & Logistics segment revenue was up 18% year over year on a 16% increase in revenue per load and a 2% increase in volume compared to the 2025 second quarter.”
Jim Todd12 receipted excerpts条可追溯摘录
LOGI2026-07-28
LOGITECH INTER-R · Q1 FY2027 call record电话会记录
“You had a very strong sales through double digits, and if you exclude the CHF 20 million sales impact from the semi supplier issue, you would give an outlook of 1.5%-4.5% sales growth for Q2.”
Joern Iffert12 receipted excerpts条可追溯摘录
KRC2026-07-28
Kilroy Realty Corp · Q2 FY2026 call record电话会记录
“Lastly, turning to guidance, we affirmed our previous guidance range and assumptions last night with an FFO range of $3.49-$3.63 per diluted share and same property NOI growth range of 25-125 basis points.”
Jeffrey Kuehling12 receipted excerpts条可追溯摘录
KO2026-07-28
Coca-Cola Company (The) · Q2 FY2026 call record电话会记录
“Based on our year-to-date results and expectations for the balance of the year, including six fewer days in the fourth quarter, we expect to deliver at the high end of our prior revenue guidance with organic revenue growth of approximately 5%.”
John Murphy12 receipted excerpts条可追溯摘录
KLAC2026-07-28
KLA Corporation · Q4 FY2026 call record电话会记录
“While guidance is roughly flat sequentially with results, it is up 75 basis points from gross margin guidance last quarter, benefiting from operating leverage on revenue growth.”
Bren Higgins12 receipted excerpts条可追溯摘录
JBLU2026-07-28
JetBlue · Q2 FY2026 call record电话会记录
“Based on this planned trajectory, we expect to achieve 2028 EPS of at least $1 per share, assuming continued demand strength and an average of $3 /gal jet fuel price in 2028.”
Joanna Geraghty12 receipted excerpts条可追溯摘录
IVZ2026-07-28
Invesco · Q2 FY2026 call record电话会记录
“On a sequential quarter basis, net revenue growth was 5%, while adjusted operating expenses were essentially flat, generating nearly 500 basis points of positive operating leverage and a 300 basis point operating margin improvement in the second quarter, with operating margin expanding to 37.5%.”
Allison Dukes12 receipted excerpts条可追溯摘录
ITW2026-07-28
Illinois Tool Works · Q2 FY2026 call record电话会记录
“In addition to capitalizing on favorable market conditions, we continue to make progress on our long-term organic growth agenda, most notably through Customer-Back Innovation, or CBI, which contributed 3% to revenue growth in the first half, compared to 2.4% for full year 2025.”
Chris O'Herlihy12 receipted excerpts条可追溯摘录
ITRI2026-07-28
Itron, Inc. · Q2 FY2026 call record电话会记录
“Adjusted gross margin increased 30 basis points year-over-year due to a higher margin revenue mix, and operating margin increased 290 basis points due to higher operating leverage.”
Joan Hooper12 receipted excerpts条可追溯摘录
IQV2026-07-28
IQVIA · Q2 FY2026 call record电话会记录
“This new guidance includes approximately 100 basis points higher organic revenue growth and approximately 50 basis point higher contribution from M&A, offset by a foreign exchange impact that is 80 basis points less of a tailwind than in the former guidance.”
Mike Fedock12 receipted excerpts条可追溯摘录
INIO2026-07-28
INIO · Q2 FY2026 call record电话会记录
“On profitability, we expect Adjusted EBITDA to be $720 million-$740 million, an increase of roughly one-third versus the $549 million we delivered in 2025 at a group margin of approximately 19%.”
Dennis Schulze12 receipted excerpts条可追溯摘录
HURN2026-07-28
Huron Consulting Group Inc · Q2 FY2026 call record电话会记录
“In the second quarter of 2026, we saw an acceleration of our growth rate as the Education segment RBR grew 8% compared to the second quarter of 2025, driven by strong demand for our digital and managed services offerings.”
Mark Hussey12 receipted excerpts条可追溯摘录
HUBB2026-07-28
Hubbell Incorporated · Q2 FY2026 call record电话会记录
“If CapEx used to be less than 2% of sales when we were converting at 100% of net income, what we're now pacing at 2.5%-3% of sales, which is going to have a natural headwind to that conversion rate, which is why we're anticipating kind of pacing around 90% for the next couple of years as we do continue to invest to support all of this growth that's out there in the market that we're talking about, that we do need to add capacity.”
Joe Capozzoli12 receipted excerpts条可追溯摘录
HTO2026-07-28
H2O America · Q2 FY2026 call record电话会记录
“Shifting from the first half results to our full year 2026 and beyond expectations, the details and figures on slide 12 should look familiar to everyone, as we are reiterating all aspects of our financial guidance, including our expectations to deliver a nonlinear EPS CAGR over the 2026 to 2030 period at or above the top end of our 6%-8% long-term organic EPS growth target.”
Ann Kelly12 receipted excerpts条可追溯摘录
HRI2026-07-28
Herc Holdings Inc · Q2 FY2026 call record电话会记录
“Given your free cash flow expectation has come in a bit lower now, how do you think about your potential to de-leverage the balance sheet over the next 12, 24 months if you have to continue investing in CapEx in response to improving demand?”
Tami Zakaria12 receipted excerpts条可追溯摘录
HLT2026-07-28
Hilton Worldwide · Q2 FY2026 call record电话会记录
“For the full year, we expect RevPAR growth of 3%-3.5%, driven by continued broadening of demand growth across our system and strength in the U.S.”
Kevin Jacobs12 receipted excerpts条可追溯摘录
GRFS2026-07-28
GRFS · Q2 FY2026 call record电话会记录
“Moving to Slide 10, the Biopharma business performed in line with our expectations in the first half, delivering 5.4% revenue growth at constant currency and reflecting a more balanced growth profile we anticipated entering the year.”
Roland Wandeler12 receipted excerpts条可追溯摘录
GLW2026-07-28
Corning Inc. · Q2 FY2026 call record电话会记录
“We expect to deliver a sales CAGR of 19% from quarter four 2026 to quarter four 2030, while growing earnings faster than sales with significantly higher returns on invested capital and substantially more free cash flow.”
Wendell Weeks12 receipted excerpts条可追溯摘录
FSUN2026-07-28
Firstsun Capital Bancorp · Q2 FY2026 call record电话会记录
“Given the timing of all the repositioning activities throughout the quarter, progress in net interest margin is also pretty impactful, as it improved 29 basis points comparing June versus April, with June net interest margin at 376 basis points.”
Rob Cafera12 receipted excerpts条可追溯摘录
FMX2026-07-28
FMX · Q2 FY2026 call record电话会记录
“Gross margin was 44.8%, contracting 70 basis points year-over-year, mainly reflecting the impact of selected price rationalization initiatives and a higher mix of lower price point SKUs in key categories as we begin to adjust behind the customer centricity stance described by José Antonio.”
Martín Arias12 receipted excerpts条可追溯摘录
FELE2026-07-28
Franklin Electric · Q2 FY2026 call record电话会记录
“The gross profit margin was favorably impacted in the second quarter of 2026 by price, volume, and tariff refunds, which were largely offset by material inflation and the timing of tariff expense rolling off the balance sheet.”
Jennifer Wolfenbarger12 receipted excerpts条可追溯摘录
F2026-07-28
Ford Motor Company · Q2 FY2026 call record电话会记录
“Ford Pro delivered a solid quarter despite significant headwinds, delivering $1.7 billion in EBIT on $17.8 billion of revenue, down 26% and 5% respectively, primarily due to temporary Novelis disruption.”
Sherry House12 receipted excerpts条可追溯摘录
ESI2026-07-28
Element Solutions · Q2 FY2026 call record电话会记录
“The Assembly Solutions business grew 18% organically, supported by broad demand for higher reliability solder paste in Asia, and further enhanced by growth in engineered preform materials used in data center applications.”
Carey Dorman12 receipted excerpts条可追溯摘录
ENPH2026-07-28
Enphase Energy · Q2 FY2026 call record电话会记录
“We expect GAAP gross margin to be within a range of 42%-45%, including approximately two percentage points of reciprocal tariff impact.”
Mandy Yang12 receipted excerpts条可追溯摘录
ECL2026-07-28
Ecolab · Q2 FY2026 call record电话会记录
“These targets represent an increase from our previous expectations of more than 20% growth and 20% OI margin, reflecting the acceleration we are seeing in this business.”
Christophe Beck12 receipted excerpts条可追溯摘录
DTE2026-07-28
DTE Energy · Q2 FY2026 call record电话会记录
“Our year-to-date earnings performance keeps us on track to reach the high end of our operating EPS guidance this year, and we are confident in our long-term operating EPS growth rate target of 6%-8% through 2030.”
Joi Harris12 receipted excerpts条可追溯摘录
CURB2026-07-28
Curbline Properties Corp. · Q2 FY2026 call record电话会记录
“These factors in aggregate are driving significant earnings growth with our raised guidance representing over 17% growth, which is among the highest in the sector.”
David Lukes12 receipted excerpts条可追溯摘录
CTS2026-07-28
CTS Corporation · Q2 FY2026 call record电话会记录
“Equally important, we converted that growth into record profitability, achieving gross margin of 41.5%, adjusted EBITDA margin of 25.4%, and adjusted diluted EPS of $0.74.”
Pratik Trivedi12 receipted excerpts条可追溯摘录
CSGP2026-07-28
CoStar Group · Q2 FY2026 call record电话会记录
“For the full year of 2026, we are revising our previous revenue guidance range to $3.715 billion-$3.755 billion, representing a 15% year-over-year increase at the midpoint.”
Chris Lown12 receipted excerpts条可追溯摘录
CORZ2026-07-28
Core Scientific Inc · Q2 FY2026 call record电话会记录
“While we are not providing explicit SG&A guidance, we continue to view the low $30 million range as a reasonable quarterly baseline, with the potential for some variability as we make targeted investments to support growth.”
Jim Nygaard12 receipted excerpts条可追溯摘录
CNP2026-07-28
CenterPoint Energy · Q2 FY2026 call record电话会记录
“Lastly, as a reminder, we expect meaningfully higher cash flow from new demand charges of approximately $6 million per gigawatt per month as we energize the anticipated 14 GW of new load over the next five years.”
Chris Foster12 receipted excerpts条可追溯摘录
CNC2026-07-28
Centene Corporation · Q2 FY2026 call record电话会记录
“As this business hits post IRA stability, we look forward to delivering consistent margin on what is now roughly $25 billion of premium revenue and successfully leveraging our greater than $60 billion in pharmacy spend through our partnership with ESI to deliver industry-leading cost structure to our state customers and members across lines of business.”
Sarah London12 receipted excerpts条可追溯摘录
CMS2026-07-28
CMS Energy · Q2 FY2026 call record电话会记录
“We also have a clearer line of sight on our 2027 guidance given the change in strategy at NorthStar, and our introducing full-year 2027 guidance of $4.08 to $4.17, which maintains growth within our long-term guidance range of 6%-8% off of 2025 actuals.”
Garrick Rochow12 receipted excerpts条可追溯摘录
CLW2026-07-28
Clearwater Paper Corp · Q2 FY2026 call record电话会记录
“To round out our 2026 assumptions, we expect capital expenditures of $65 million-$75 million, targeted working capital improvements of $20 million-$30 million, and maintaining SG&A toward the bottom of our targeted range of 6%-7% of net sales.”
Sherri Baker12 receipted excerpts条可追溯摘录
CLS2026-07-28
CELESTICA INC · Q2 FY2026 call record电话会记录
“Our CCS segment margin was 8.7% in the second quarter, an improvement of 40 basis points, driven by strong operating leverage from significantly higher volumes.”
Mandeep Chawla12 receipted excerpts条可追溯摘录
CDP2026-07-28
COPT Defense Properties · Q2 FY2026 call record电话会记录
“Our forecast for FFO has increased by $8 million since we established initial 2026 guidance, which is driven by $5 million of outperformance during the first half of the year, and $3 million from the net impact from the acquisition of Mission Ridge, additional interest income, and an expected settlement agreement with a non-defense tenant to regain control of much-needed inventory in Columbia Gateway.”
Anthony Mifsud12 receipted excerpts条可追溯摘录
CARR2026-07-28
Carrier Global · Q2 FY2026 call record电话会记录
“Our total company backlog, which excludes orders that we expect from long-term agreements with hyperscalers and colos, is now over $8 billion, up about 40% versus last year and up 20% sequentially.”
David Gitlin12 receipted excerpts条可追溯摘录
CAKE2026-07-28
The Cheesecake Factory, Inc. · Q2 FY2026 call record电话会记录
“Based on these assumptions, we would expect full-year net income margin to be approximately 5.4% at the sales estimate provided.”
Matt Clark12 receipted excerpts条可追溯摘录
CAC2026-07-28
Camden National Corp · Q2 FY2026 call record电话会记录
“Over the same period, core net interest margin, which excludes net fair value mark accretion income, increased 5 basis points to 2.97%, aligning with the top of our guidance range provided last quarter.”
Michael Archer12 receipted excerpts条可追溯摘录
BRX2026-07-28
Brixmor Property Group · Q2 FY2026 call record电话会记录
“Is this pace of acquisitions that you've achieved in the first half of the year, $164 million, does that feel like a reasonable pace as you're going forward, or is there an opportunity to increase how much money you're putting to work from an external growth perspective?”
Greg McGinniss12 receipted excerpts条可追溯摘录
BRO2026-07-28
Brown & Brown · Q2 FY2026 call record电话会记录
“Based on currently available information, we anticipate the full year 2026 revenue impact related to new and lost business, as well as incentives, to be in the range of $50 million-$60 million.”
Andy Watts12 receipted excerpts条可追溯摘录
BE2026-07-28
Bloom Energy · Q2 FY2026 call record电话会记录
“On the strength of our year-to-date performance, as well as the visibility and confidence we have for our second half, we are raising our full-year revenue outlook to $3.9 billion-$4.2 billion.”
Simon Edwards12 receipted excerpts条可追溯摘录
BA2026-07-28
Boeing · Q2 FY2026 call record电话会记录
“On margins, and you should see margin help from deliveries of -10s and presumably some better pricing on more recent orders, but you're going to need to work through late penalties and supply chain risks.”
Doug Harned12 receipted excerpts条可追溯摘录
AXTA2026-07-28
Axalta · Q2 FY2026 call record电话会记录
“Also notable is net sales growth of 3% year-over-year and an excellent adjusted EBITDA margin of 22.7%, up 30 basis points from the prior year period and the highest second quarter in many years.”
Chris Villavarayan12 receipted excerpts条可追溯摘录
AWI2026-07-28
Armstrong World Industries, Inc. · Q2 FY2026 call record电话会记录
“We are also increasing the midpoint of our total company adjusted EBITDA guidance and now expect growth of 9%-12% for the full year, up from our prior guide of 8%-12%.”
Chris Calzaretta12 receipted excerpts条可追溯摘录
AMT2026-07-28
American Tower · Q2 FY2026 call record电话会记录
“We are reiterating organic growth assumptions across all regions continue to expect organic tenant billings growth of approximately 1%, or approximately 4% when excluding DISH churn, and data center growth of approximately 15% year-over-year, which represents a significant acceleration versus our prior outlook of 13% growth.”
Rod Smith12 receipted excerpts条可追溯摘录
ALKS2026-07-28
Alkermes plc · Q2 FY2026 call record电话会记录
“Underlying demand has remained strong, and we are maintaining our full-year guidance of LYBALVI net sales in the range of $380 million-$400 million.”
Todd Nichols12 receipted excerpts条可追溯摘录
ABG2026-07-28
Asbury Automotive Group · Q2 FY2026 call record电话会记录
“As we get into the fourth quarter and then on into 2027 and kind of crank up the volume on used, that will help the margin of parts and service because it's kind of gross profit with no revenue.”
Michael Welch12 receipted excerpts条可追溯摘录
AB2026-07-28
ALLIANCEBERNSTEI · Q2 FY2026 call record电话会记录
“We achieved our target of $90 billion-$100 billion of AUM more than one year ahead of schedule and continue to see a strong pipeline for sustained growth.”
Tom Simeone12 receipted excerpts条可追溯摘录
TFII2026-07-27
TFI INTERNATIONA · Q2 FY2026 call record电话会记录
“Lastly, looking ahead for the third quarter results, we expect adjusted EPS of CAD 1.70-CAD 1.80, which would represent a 50% year-over-year increase at the high end.”
Alain Bédard12 receipted excerpts条可追溯摘录
SSD2026-07-27
Simpson Manufacturing · Q2 FY2026 call record电话会记录
“In North America, gross margin was 50.2%, up from 49.5% reported in the prior year, reflecting the impact from our 2025 price increases and our prior year strategic cost savings effort.”
Matt Dunn12 receipted excerpts条可追溯摘录
SANM2026-07-27
SANMINA CORP · Q3 FY2026 call record电话会记录
“Additionally, our non-GAAP operating margin of 8.0% and our non-GAAP diluted earnings per share of $3.31 both exceeded our outlook, driven by strong execution, mix, and disciplined cost management, as well as contribution from new product launch services or what we commonly refer to as non-recurring engineering services.”
Jon Faust12 receipted excerpts条可追溯摘录
RMBS2026-07-27
Rambus · Q2 FY2026 call record电话会记录
“We expect Q3 non-GAAP total operating costs, which include cost of sales, to be between $119 million and $115 million.”
Sumeet Gagneja12 receipted excerpts条可追溯摘录
OPK2026-07-27
Opko Health Inc · Q2 FY2026 call record电话会记录
“Looking forward to our outlook for the third quarter of 2026, we expect revenue to be $131 million-$142 million, with revenue from services of $75 million-$78 million, which reflects several assumptions around testing volumes and reimbursement pricing mix.”
Adam Logal12 receipted excerpts条可追溯摘录
NVTS2026-07-27
Navitas Semiconductor Corp · Q2 FY2026 call record电话会记录
“Given some of this noise around 800 V architectures, can you just sort of comment on what you're seeing in terms of adoption of 800 V and whether there's any impact on your 2027 revenue outlook as a result of perhaps architecture shifting around?”
Quinn Bolton12 receipted excerpts条可追溯摘录
KOF2026-07-27
KOF · Q2 FY2026 call record电话会记录
“Gross profit increased 8.8% to MXN 35.9 billion, leading to a margin expansion of 180 basis points to reach 47.1%.”
Ian Craig12 receipted excerpts条可追溯摘录
HAPN2026-07-27
Happen Inc · Q2 FY2026 call record电话会记录
“Another useful way to evaluate performance under the accounting transition is risk-adjusted revenue or revenue less provision for credit losses, which grew 31% year-over-year to $274 million due to the revenue growth we just discussed and the net provision benefit this quarter.”
Drew LaBenne12 receipted excerpts条可追溯摘录
FFIV2026-07-27
F5, Inc. · Q3 FY2026 call record电话会记录
“While we are encouraged by the improved gross margin outlook for Q4, we are not revising our FY 2027 gross margin guidance of 80%-82% given the dynamic pricing environment for memory and storage components.”
Cooper Werner12 receipted excerpts条可追溯摘录
CDNS2026-07-27
Cadence Design Systems · Q2 FY2026 call record电话会记录
“Given the growing business momentum and accelerating demand, we are raising our guidance for the year to 19% revenue growth and with higher profitability as we become more central to our customers as a strategic and trusted partner.”
Anirudh Devgan12 receipted excerpts条可追溯摘录
BOH2026-07-27
Bank of Hawaii · Q2 FY2026 call record电话会记录
“Net interest income increased to $153.6 million, and our net interest margin expanded by 4 basis points to 2.78%.”
Jim Polk12 receipted excerpts条可追溯摘录
BMRC2026-07-27
Bank of Marin Bancorp · Q2 FY2026 call record电话会记录
“Our tax equivalent net interest margin expanded 14 basis points to 3.38%, reflecting improved loan yields, targeted deposit rate cuts, and disciplined balance sheet management.”
Tim Myers12 receipted excerpts条可追溯摘录
BKR2026-07-27
Baker Hughes · Q2 FY2026 call record电话会记录
“Under this assumption, we expect OFSE revenue in the region to remain broadly consistent with second quarter levels, while IET continues to face a 1%-2% revenue headwind related to Middle East disruptions.”
Ahmed Moghal12 receipted excerpts条可追溯摘录
ARLP2026-07-27
ALLIANCE RESOURC · Q2 FY2026 call record电话会记录
“Turning to our updated 2026 guidance, we are maintaining our overall coal sales volume guidance of 33.75 million-35.25 million tons, coal sales price guidance of $54-$56 per ton, and total segment adjusted EBITDA expense guidance of $37-$39 per ton.”
Cary Marshall12 receipted excerpts条可追溯摘录
APLD2026-07-27
APPLIED DIGITAL · Q4 FY2026 call record电话会记录
“Since our call this time last year, we've expanded from one campus to five, increased contracted revenue from $7 billion-$36 billion, and added over a gigawatt of capacity with investment-grade customers, with over 80% of that leased to a high investment-grade customer.”
Wes Cummins12 receipted excerpts条可追溯摘录
AMKR2026-07-27
Amkor Technology · Q2 FY2026 call record电话会记录
“The reason I ask is, if you do get that same gross margin or a little bit better, if my math's right, you're going to end up this year around 17.5% gross margin, EPS would be ±$250, which is where the 2028 targets were from the Analyst Day.”
Steve Barger12 receipted excerpts条可追溯摘录
AGYS2026-07-27
Agilysys, Inc. · Q1 FY2027 call record电话会记录
“We are raising our subscription revenue growth guidance from 30% to at least 32% for the year due to faster deployment of the backlog than anticipated in the original guidance.”
Dave Wood12 receipted excerpts条可追溯摘录
WSFS2026-07-24
WSFS Financial Corporation · Q2 FY2026 call record电话会记录
“Cash Connect fees declined year-over-year due to the impact of interest rate cuts and lower volumes, but the business delivered a higher profit margin of 15% for the second quarter in a row.”
David Burg12 receipted excerpts条可追溯摘录
WRLD2026-07-24
World Acceptance Corporation · Q1 FY2027 call record电话会记录
“Earnings benefited from a 4.8% increase in revenue as well as a 13.4% decrease in provision expense.”
John Kalmes12 receipted excerpts条可追溯摘录
VZ2026-07-24
Verizon · Q2 FY2026 call record电话会记录
“They've got margins that are equal to or greater than our existing margin structures, they will begin to impact our revenues and margins beginning next year and grow substantially over the next 5-10 years.”
Dan Schulman12 receipted excerpts条可追溯摘录
UVE2026-07-24
Universal Insurance Holdings Inc · Q2 FY2026 call record电话会记录
“Notably, the net loss ratio improved by 7.5 points year-over-year, driven by favorable claims and litigation trends that we expect to benefit non-catastrophe margins throughout the year.”
Steve Donaghy12 receipted excerpts条可追溯摘录
TV2026-07-24
TV · Q2 FY2026 call record电话会记录
“Net revenue from our enterprise operations of MXN 1 billion increased by 0.8% year-on-year is growing considerably relative to strong growth experienced in the first quarter as most of the revenue increase that we expected for this year at our enterprise operations already took place.”
Francisco Valim12 receipted excerpts条可追溯摘录
THC2026-07-24
Tenet Health · Q2 FY2026 call record电话会记录
“USPI generated $542 million in adjusted EBITDA, which represents 9% growth over second quarter 2025 and 25% of our full-year 2026 adjusted EBITDA guidance for USPI.”
Saum Sutaria12 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。