Earnings call record财报电话会记录

Source-first earnings records.来源优先的财报记录。

A live archive of receipt-bound excerpts from company earnings calls. No generated thesis, no recommendation — just the recorded language, its source coordinates, and a direct path into the ticker dossier or live Terminal.来自公司财报电话会的可追溯摘录档案。没有生成式投资结论，也没有推荐——只有原始表述、来源坐标，以及进入个股档案或实时终端的直接入口。

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

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

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

Open this week’s evidence brief打开本周证据简报q and a
Directory目录

Currently admissible records当前符合准入条件的记录

Browse the full archive page by page. Search on this page by ticker, period, category, or speaker; every card preview is a verbatim call excerpt.分页浏览完整档案。在本页按代码、期间、分类或发言人搜索；每张卡片预览均为电话会原文摘录。

Showing records 3649–3744 of 5581.显示第 3649–3744 条，共 5581 条。

MMS2026-05-07

Maximus Inc. · Q2 FY2026 call record电话会记录

performancemarginsq and a
“We are working diligently with this customer to process the outstanding invoices, and we expect collections to accelerate and thus DSO to trend downward and finish fiscal year 2026 below 70 days, driving strong second half free cash flow.”
David Mutryn12 receipted excerpts条可追溯摘录
MKTX2026-05-07

MarketAxess · Q1 FY2026 call record电话会记录

performanceq and acapital allocation
“We delivered 12% revenue growth to a record $233 million, which included $5 million from our RFQ-hub acquisition and a $3 million benefit from foreign currency translation.”
Ilene Fiszel Bieler12 receipted excerpts条可追溯摘录
MKSI2026-05-07

MKS Instruments · Q1 FY2026 call record电话会记录

guidanceperformancemargins
“First quarter revenue, gross margin, and EPS all came in at the high end or above our guidance ranges, and our Q2 guidance shows that we expect this momentum to continue, driven by strong bookings across our end markets.”
John Lee12 receipted excerpts条可追溯摘录
MITK2026-05-07

Mitek Systems Inc · Q2 FY2026 call record电话会记录

performanceq and ademand
“Turning to our updated fiscal 2026 outlook, we are raising full year revenue guidance to $189 million-$198 million, which now represents 8% year-over-year growth at the midpoint.”
Dave Lyle12 receipted excerpts条可追溯摘录
MIDD2026-05-07

Middleby · Q1 FY2026 call record电话会记录

performancedemandsegment changes
“Beyond top-line growth, we have clear visibility to improve profitability driven by 3 key factors: Lapping tariff-related headwinds from Q3 2025, favorable mix in our backlog, and continued margin maturation of recent acquisition.”
Mark Salman12 receipted excerpts条可追溯摘录
MFIC2026-05-07

MIDCAP FINANCIAL · Q1 FY2026 call record电话会记录

capital allocationq and arisks
“As we called out in the prepared remarks, the dynamic with the increased trading volume enabled us to, under our 10b5-1 plan, repurchase more quickly than we thought.”
Tanner Powell12 receipted excerpts条可追溯摘录
MET2026-05-07

MetLife · Q1 FY2026 call record电话会记录

demandq and asegment changes
“Moving to page four, we present adjusted earnings for each segment and corporate and other, showing a total year-over-year increase of 18% and 15% in constant currency to $1.6 billion, driven by higher variable investment income, strong volume growth, and favorable underwriting margins, partially offset by lower recurring interest margins.”
John McCallion12 receipted excerpts条可追溯摘录
MDU2026-05-07

MDU Resources Group, Inc. · Q1 FY2026 call record电话会记录

q and ademandsegment changes
“In addition, our utility experienced combined retail customer growth of 1.4% when compared to this time last year, which is within our targeted annual growth rate of 1%-2%.”
Nicole Kivisto12 receipted excerpts条可追溯摘录
MDA2026-05-07

MDA · Q1 FY2026 call record电话会记录

performancemarginsq and a
“Adjusted EBITDA to be between CAD 320 million and CAD 370 million, representing a year-over-year growth of approximately 7% at the midpoint of guidance and adjusted EBITDA margin of 18%-20%.”
Guillaume Lavoie12 receipted excerpts条可追溯摘录
MCK2026-05-07

McKesson Corporation · Q4 FY2026 call record电话会记录

demandrisksq and a
“Full-year revenues increased 12% to $403 billion, and operating profit grew 15% to $6.5 billion, with three of our four segments delivering double-digit growth.”
Britt Vitalone12 receipted excerpts条可追溯摘录
MCHPP2026-05-07

MCHPP · Q4 FY2026 call record电话会记录

performancesegment changesq and a
“We expect our non-GAAP gross margin to be between 62 and a quarter percent and 63 and a quarter percent of sales.”
Steve Sanghi12 receipted excerpts条可追溯摘录
MCFT2026-05-07

MasterCraft Boat Holdings Inc · Q3 FY2026 call record电话会记录

demandq and aperformance
“A strong balance sheet following the combination remains a strategic priority, and with $75 million revolver availability, no debt, and strong cash flow generation, we expect to be fully funded with ample flexibility to fund strategic growth initiatives.”
Scott Kent12 receipted excerpts条可追溯摘录
MCD2026-05-07

McDonald's · Q1 FY2026 call record电话会记录

performancesegment changesq and a
“For IDL, comp sales growth in Q2, we expect to decelerate from the 3.4% in Q1, primarily reflecting a little bit what Chris was talking about earlier, just the volatility, obviously, of conditions in the Middle East and some markets in Asia, but also to accelerate slightly on a two-year basis.”
Ian Borden12 receipted excerpts条可追溯摘录
MBUU2026-05-07

Malibu Boats Inc · Q3 FY2026 call record电话会记录

riskssegment changesq and a
“On the Saxdor business, we expect fourth quarter net sales of approximately $57 million-$59 million and adjusted EBITDA margin of 10%-11%, a meaningful sequential step from Q3 and consistent with the near-term margin expectation we communicated when we announced the transaction.”
David Black12 receipted excerpts条可追溯摘录
MATV2026-05-07

MATIV INC · Q1 FY2026 call record电话会记录

demandguidanceperformance
“We expect our annual interest expense to be approximately $76 million going forward, marginally above the $74 million we estimated for our previous capital structure.”
Scott Minder12 receipted excerpts条可追溯摘录
MAGN2026-05-07

Magnera Corp · Q2 FY2026 call record电话会记录

performancecapital allocationq and a
“What I would say, we gave the target at the beginning of the year of roughly $100 million of debt that pay down this year, based off our guided free cash flow range, and that hasn't changed.”
Jim Till12 receipted excerpts条可追溯摘录
LYFT2026-05-07

Lyft, Inc. · Q1 FY2026 call record电话会记录

demandsegment changesperformance
“At the midpoint of our range, we expect gross bookings to accelerate to approximately 20% and adjusted EBITDA to expand by more than 30% year-over-year.”
Erin Brewer12 receipted excerpts条可追溯摘录
LTC2026-05-07

LTC Properties, Inc. · Q1 FY2026 call record电话会记录

risksq and aguidance
“To frame the impact of our transformation, the pro forma growth rate for our overall portfolio increases to 5%-7% at our 40% SHOP NOI target from the low 2% range embedded in triple net leases.”
Gibson Satterwhite12 receipted excerpts条可追溯摘录
LQDT2026-05-07

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

demandq and amargins
“Our guidance for the fiscal third quarter of 2026 anticipates year-over-year growth to continue and includes execution on the strong pipeline at CAG, including in energy, and continued high volume in our retail segment, despite coming off its seasonally high fiscal second quarter while expecting some mix shift in product flows sequentially.”
Jorge Celaya12 receipted excerpts条可追溯摘录
LPTH2026-05-07

Lightpath Technologies Inc · Q3 FY2026 call record电话会记录

guidanceperformancedemand
“With the risk of stating the obvious, we expect that over the next few months, we will see another step function in growth in demand for our cameras and assemblies as we redesign them or design new ones utilizing this new capability of large diameter.”
Sam Rubin12 receipted excerpts条可追溯摘录
LPRO2026-05-07

OPEN LENDING · Q1 FY2026 call record电话会记录

performancedemandrisks
“While applications grew 18% year-over-year, driven by stronger go-to-market performance, approval rates declined as a direct result of our deliberate decision to pull back from higher-risk credit segments and borrowers in favor of higher quality certified loan volume.”
Jessica Buss12 receipted excerpts条可追溯摘录
LODE2026-05-07

Comstock Inc · Q1 FY2026 call record电话会记录

performancedemandguidance
“Total operating expenses increased approximately $1.7 million, driven primarily by higher headcount supporting metals operations, higher facility costs, including our industry scale site at Silver Springs, increased professional, legal, and commercialization related spend, as we expect marketing and sales and metals expenses going forward and also associated with various monetization transactions.”
Judd Merrill12 receipted excerpts条可追溯摘录
LOCO2026-05-07

El Pollo Loco Holdings Inc · Q1 FY2026 call record电话会记录

guidancerisksperformance
“For a more detailed discussion of the risks that could impact our future operating results and financial condition, we refer you to our recent SEC filings, including our Form 10-K for the year ended December 31st, 2025, as well as our Form 10-Q for the first quarter of 2026, which we expect to file tomorrow and encourage you to review at your earliest convenience.”
Ira Fils12 receipted excerpts条可追溯摘录
LOAR2026-05-07

LOAR HOLDINGS IN · Q1 FY2026 call record电话会记录

demandperformancemanagement commitments
“Converting less than 15% of the current pipeline over time would be sufficient to support our targeted 3% annual growth from new business.”
Ian McKillop12 receipted excerpts条可追溯摘录
LNG2026-05-07

CHENIERE ENERGY · Q1 FY2026 call record电话会记录

guidanceperformancecapital allocation
“Therefore, we currently forecast that a $1 change in market margins would impact EBITDA by, again, less than $50 million for the full year.”
Zach Davis12 receipted excerpts条可追溯摘录
LNC2026-05-07

Lincoln Financial · Q1 FY2026 call record电话会记录

marginsdemandsegment changes
“As we look to the second quarter, however, we expect net outflows to be elevated in the range of $2 billion-$2.5 billion, driven by a small number of known plan terminations, the majority of which did not meet our profitability targets.”
Chris Neczypor12 receipted excerpts条可追溯摘录
LKFT2026-05-07

LKFT · Q1 FY2026 call record电话会记录

demandcapital allocationq and a
“Moving below operating income, we've reported net financial income of EUR 77.7 million, mainly driven by positive fair value adjustments and favorable unrealized currency exchange gains on our US dollar-denominated cash and investments of EUR 64.3 million.”
Aaron Cox12 receipted excerpts条可追溯摘录
LILAK2026-05-07

Liberty Latin America Ltd · Q1 FY2026 call record电话会记录

guidanceperformancerisks
“As anticipated during our FY 2025 call, both metrics declined year-over-year, primarily as a result of the $12 million gross negative effect in revenue from the hurricane, with an impact of over $8 million in fixed customer revenue and around $4 million in B2B fixed revenue.”
Chris Noyes12 receipted excerpts条可追溯摘录
LILA2026-05-07

Liberty Latin America Ltd · Q1 FY2026 call record电话会记录

guidanceperformancerisks
“As anticipated during our FY 2025 call, both metrics declined year-over-year, primarily as a result of the $12 million gross negative effect in revenue from the hurricane, with an impact of over $8 million in fixed customer revenue and around $4 million in B2B fixed revenue.”
Chris Noyes12 receipted excerpts条可追溯摘录
LGND2026-05-07

Ligand Pharmaceuticals, Inc. · Q1 FY2026 call record电话会记录

capital allocationq and aperformance
“Consistent with the revised guidance we provided in connection with the XOMA announcement and assuming the acquisition closes in the third quarter, our 2026 total revenue outlook is $270 million-$310 million.”
Tavo Espinoza12 receipted excerpts条可追溯摘录
LFST2026-05-07

Lifestance Health · Q1 FY2026 call record电话会记录

performanceq and arisks
“For the second quarter, we expect revenue of $405 million-$425 million, center margin of $135 million-$147 million, and adjusted EBITDA of $50 million-$60 million.”
Ryan McGroarty12 receipted excerpts条可追溯摘录
LBRDK2026-05-07

LBRDK · Q1 FY2026 call record电话会记录

risksq and acapital allocation
“Consumer gross margin increased to 72.2% for the quarter, driven by a decline in consumer direct costs resulting from decreases in video programming costs.”
Brian Wendling12 receipted excerpts条可追溯摘录
LBRDA2026-05-07

LBRDA · Q1 FY2026 call record电话会记录

risksq and acapital allocation
“Consumer gross margin increased to 72.2% for the quarter, driven by a decline in consumer direct costs resulting from decreases in video programming costs.”
Brian Wendling12 receipted excerpts条可追溯摘录
LB2026-05-07

LANDBRIDGE CO LL · Q1 FY2026 call record电话会记录

risksmanagement commitmentsq and a
“We are raising full-year guidance to $210 milion to $230 million, reflecting increased confidence in our commercial pipeline and a more supportive macroeconomic backdrop.”
Scott McNeely12 receipted excerpts条可追溯摘录
LASR2026-05-07

nLIGHT Inc · Q1 FY2026 call record电话会记录

performancedemandmanagement commitments
“Revenue of $12 million from our industrial markets benefited from increased demand for our additive manufacturing products and an increase in sales associated with last time buys for our cutting and welding products.”
Joseph Corso12 receipted excerpts条可追溯摘录
KRT2026-05-07

KRT · Q1 FY2026 call record电话会记录

performancedemandrisks
“The year-over-year decline in gross margin reflects the expected impact from higher import costs, which increased to 13.8% of net sales from 8.6% in the prior year quarter, as well as elevated inventory adjustments as a percentage of net sales.”
Jian Guo12 receipted excerpts条可追溯摘录
KRP2026-05-07

KIMBELL ROYALTY · Q1 FY2026 call record电话会记录

q and arisksguidance
“On the expense side, first quarter general and administrative expenses were $9.4 million, $5.3 million of which was cash G&A expense, or $2.31 per BOE, well below our guidance range and a reflection of our continued operational discipline and positive operating leverage.”
Davis Ravnaas12 receipted excerpts条可追溯摘录
KODK2026-05-07

Eastman Kodak Co · Q1 FY2026 call record电话会记录

performancedemandmanagement commitments
“Partially offsetting these impacts within working capital, accounts payable increased by $9 million and accounts receivable decreased by $9 million, both helping to partially counter the inventory increases.”
David Bullwinkle12 receipted excerpts条可追溯摘录
KNTK2026-05-07

Kinetik Holdings, Inc. · Q1 FY2026 call record电话会记录

marginsdemandq and a
“Spread-based marketing gains have more than offset approximately 170 MMcf per day of Waha price-related production shut-ins in the quarter, converting what would have been a volume headwind into a margin tailwind.”
Trevor Howard12 receipted excerpts条可追溯摘录
KELYA2026-05-07

Kelly Services Inc · Q1 FY2026 call record电话会记录

demandsegment changesq and a
“Excluding the previously disclosed discrete impacts driven by reduced demand from the Federal government and three top ETM customers, revenue was down 3.3% on an underlying basis, which was improved 60 basis points versus last quarter.”
Troy Anderson12 receipted excerpts条可追溯摘录
KDK2026-05-07

KDK · Q1 FY2026 call record电话会记录

performanceq and ademand
“We expect free cash flow of -$39 million to -$41 million, with the increase primarily driven by non-recurring spend.”
Surajit Datta12 receipted excerpts条可追溯摘录
JMIA2026-05-07

JMIA · Q1 FY2026 call record电话会记录

marginsmanagement commitmentsq and a
“Based on the progress we made in 2025 and the momentum continuing into Q1 2026, we remain focused on achieving our target of adjusted EBITDA breakeven and positive cash flow in the fourth quarter of 2026 and delivering full-year profitability and positive cash flow in 2027.”
Francis Dufay12 receipted excerpts条可追溯摘录
IRWD2026-05-07

IRWD · Q1 FY2026 call record电话会记录

risksq and aperformance
“Part of the reason we had anticipated that we may see a slowing in growth relative to 2025 or prior years is as we enacted this pricing change, we expected that there would be some response and impact to prescription demand.”
Greg Martini12 receipted excerpts条可追溯摘录
IRS2026-05-07

IRS · Q3 FY2026 call record电话会记录

riskssegment changesq and a
“Despite these lower sales, in the third graph, our revenues and our adjusted EBITDA grew by close to 2.5% the revenues, 2.2% the adjusted EBITDA of the segment.”
Santiago Donato12 receipted excerpts条可追溯摘录
IPI2026-05-07

Intrepid Potash Inc · Q1 FY2026 call record电话会记录

performancedemandmargins
“This was the highest quarterly segment margin since 2022 due to higher realized pricing and an improvement in COGS, offsetting the slight decline in sales volume.”
Cris Ingold12 receipted excerpts条可追溯摘录
INTR2026-05-07

INTR · Q1 FY2026 call record电话会记录

guidancemanagement commitmentsdemand
“Finally, credit cards grew 27% year-on-year, supported by solid risk management and continued progress from our reshaping strategy, driving improved monetization and profitability in the product.”
Santiago Stel12 receipted excerpts条可追溯摘录
INSM2026-05-07

INSMED INC · Q1 FY2026 call record电话会记录

risksmanagement commitmentsq and a
“Cost of product revenues in the first quarter of 2026 was $47.4 million or 15.5% of revenues, which is lower on a percentage basis than our historical performance, reflecting the positive contributions of BRINSUPRI to the company's gross margin profile.”
Sara Bonstein12 receipted excerpts条可追溯摘录
INOD2026-05-07

Innodata Inc · Q1 FY2026 call record电话会记录

capital allocationguidanceperformance
“With one quarter behind us and progressively increasing visibility, we are raising our full year 2026 revenue growth guidance to approximately 40% or more.”
Jack Abuhoff12 receipted excerpts条可追溯摘录
INDI2026-05-07

Indie Semiconductor Inc · Q1 FY2026 call record电话会记录

risksq and aguidance
“We anticipate a revenue contribution from Wuxi in the second quarter of $25 million, with our core business contributing approximately $37 million at the midpoint, representing approximately an 8% growth sequentially or about 20% year-over-year growth in our core ADAS, photonics, and adjacent business.”
Naixi Wu12 receipted excerpts条可追溯摘录
IHG2026-05-07

IHG · Q1 FY2026 call record电话会记录

demandriskssegment changes
“These new co-brand card products in Japan will launch in 2027 and mark further progress in a priority growth market where we already have around 60 hotels and more than 20 in the pipeline and millions of IHG One Rewards members.”
Elie Maalouf12 receipted excerpts条可追溯摘录
ICUI2026-05-07

ICU Medical · Q1 FY2026 call record电话会记录

performancedemandsegment changes
“Deliver at or above our long-term revenue targets for our core businesses, expand our margins by capturing some of the remaining 2 percentage points of opportunity, and improve free cash flow generation.”
Brian Bonnell12 receipted excerpts条可追溯摘录
ICFI2026-05-07

ICF INTERNATIONA · Q1 FY2026 call record电话会记录

guidanceperformancesegment changes
“Third, of the total of $12 million in revenues that shifted out of the first quarter due to timing of project work for commercial and international government clients, we expect one half to be recognized in the second quarter and the remainder to come through the second half of this year, supporting our full year guidance for company-wide revenue growth of 3% at the midpoint.”
John Wasson12 receipted excerpts条可追溯摘录
IBP2026-05-07

Installed Building Products, Inc. · Q1 FY2026 call record电话会记录

performanceq and ademand
“Do you see the possibility of a sub 32% gross margin before we come out within your long-term range, given the uncertainty around fuel surcharges, which I don't know if you're able to recoup those from customers quickly.”
Kenneth Zener12 receipted excerpts条可追溯摘录
HUBS2026-05-07

HUBSPOT INC · Q1 FY2026 call record电话会记录

marginsq and ademand
“As you adjust your models, please keep in mind the following: We continue to expect our legacy Clearbit business to be a 40 basis point headwind to full year 2026 revenue growth.”
Kate Bueker12 receipted excerpts条可追溯摘录
HTZ2026-05-07

Hertz Global Holdings Inc · Q1 FY2026 call record电话会记录

guidanceq and ademand
“In the meanwhile, as we look at your Northstar RPU, above or more than $1,500 and, you know, the DOE low 30s, as we think about, I guess, the back half and 2027 and these segments start to grow, any color you can kinda give us as we think about things like revenue and margin contribution until these segments are ultimately broken out.”
Christopher Stathopoulos12 receipted excerpts条可追溯摘录
HST2026-05-07

Host Hotels & Resorts · Q1 FY2026 call record电话会记录

performancemarginsrisks
“Shifting gears to margins, comparable hotel EBITDA margin of 32.7% was 70 basis points above the first quarter of 2025 as a result of total revenue growth, which outpaced absolute wage and benefit increases.”
Sourav Ghosh12 receipted excerpts条可追溯摘录
HPP2026-05-07

HPP · Q1 FY2026 call record电话会记录

demandq and arisks
“On capital recycling, we're in various stages on asset sales targeting approximately $200 million this year, and these are all FFO creative non-core dispositions.”
Victor Coleman12 receipted excerpts条可追溯摘录
HPK2026-05-07

HIGHPEAK ENERGY · Q1 FY2026 call record电话会记录

guidanceq and amargins
“Production averaged approximately 46,000 BOEs per day, which came in about 7.5% above the midpoint of our guidance range, which includes the effects of Winter Storm Uri.”
Michael Hollis12 receipted excerpts条可追溯摘录
HP2026-05-07

Helmerich & Payne, Inc. · Q2 FY2026 call record电话会记录

guidanceperformancerisks
“We remain confident in achieving the 58-68 annual rig guidance range we set out at the start of the year, with strong growth in Latin America offsetting some of the weakness in the Middle East.”
Trey Adams12 receipted excerpts条可追溯摘录
HMN2026-05-07

Horace Mann Educators Corporation · Q1 FY2026 call record电话会记录

performanceguidancecapital allocation
“We are maintaining our 2026 Core EPS guidance of $4.20 to $4.50 and remain confident in achieving our three-year strategic goal of a 10% compound annual growth rate in core earnings per share and a sustainable 12%-13% shareholder return on equity.”
Marita Zuraitis12 receipted excerpts条可追溯摘录
HMH2026-05-07

HMH · Q1 FY2026 call record电话会记录

guidanceperformancedemand
“Looking at the full year 2026, we expect second half revenue to be meaningfully stronger than the first half, driven by strong services and spares bookings during the first half of the year that will translate into revenue as customers prepare for higher activity levels.”
Tom McGee12 receipted excerpts条可追溯摘录
HAE2026-05-07

Haemonetics · Q4 FY2026 call record电话会记录

performancemarginscapital allocation
“Adjusted operating margin for the year expanded 140 basis points to 25.4%, reflecting structural improvement from portfolio transformation even as we continued to invest for future growth and absorb macro cost headwinds.”
James D'Arecca12 receipted excerpts条可追溯摘录
GWW2026-05-07

W. W. Grainger · Q1 FY2026 call record电话会记录

performancemarginssegment changes
“On profitability, gross margin finished the quarter at 42.6%, up 20 basis points versus the prior year as positive mix and freight were partially offset by the impact of the annual Grainger sales meeting.”
Dee Merriwether12 receipted excerpts条可追溯摘录
GTN2026-05-07

Gray Media Inc · Q1 FY2026 call record电话会记录

guidanceperformanceq and a
“With all of our renewals now negotiated, we have clear line of sight to growth in net retransmission revenue for full year 2026, even before adjusting for the impact of any of the acquisitions.”
Jeff Gignac12 receipted excerpts条可追溯摘录
GT2026-05-07

GOODYEAR TIRE · Q1 FY2026 call record电话会记录

marginsdemandq and a
“On those power lines, those 18 and above that we have been launching over the course of the last 18 months, and we've got another 36 months of a very robust pipeline coming in, that's why we feel very strong to the You know, in terms of the organic growth of our SKUs, if we will, that we are much more meaningfully participating in the higher profit pool, and that will continue to grow as we've got our marketing plans behind it, we've got our sales enablement teams out in the marketplace, and we've got the products to do it with.”
Mark Stewart12 receipted excerpts条可追溯摘录
GROY2026-05-07

GROY · Q1 FY2026 call record电话会记录

guidanceperformancecapital allocation
“In other words, revenue from the second Borborema royalty, a net 0.75% NSR to Gold Royalty Corp, is not included in the IFRS revenue line on our income statement, but is included in other operating income on the income statement and has been added to the $9.4 million total revenue land agreement proceeds and interest reported in the quarter.”
Andrew Gubbels12 receipted excerpts条可追溯摘录
GRND2026-05-07

GRINDR INC · Q1 FY2026 call record电话会记录

performancemarginsq and a
“Given our Q1 performance and what we can see today, we are raising our full-year outlook and now expect at least $535 million in revenue and at least $227 million adjusted EBITDA for 2026.”
George Arison12 receipted excerpts条可追溯摘录
GRFS2026-05-07

GRFS · Q1 FY2026 call record电话会记录

performancemanagement commitmentssegment changes
“Other aspects impacting comparability to Q1 2025 include the dissolution of the joint business with QuidelOrtho, Biotest strong sales growth in Q1 2026 as operational enhancement progresses during the course of the year, and general phasing across the Grifols group in 2026, where we expect Q3 and Q4 to be our strongest quarters, partially aided by the ramping up of our plasma collections in Egypt during the course of the year.”
Rahul Srinivasan12 receipted excerpts条可追溯摘录
GPRK2026-05-07

GEOPARK LTD · Q1 FY2026 call record电话会记录

guidanceq and aperformance
“Operating profit increased to $58 million from $20.6 million in the fourth quarter, and net income for the period was $20.2 million, even after the impact of non-recurring items and a higher tax charge associated with the increased profitability and the oil price related surcharge in Colombia.”
Felipe Bayón12 receipted excerpts条可追溯摘录
GPRE2026-05-07

GREEN PLAINS INC · Q1 FY2026 call record电话会记录

riskscapital allocationmargins
“We expect 2026 margin and cash flow performance to be driven by sustained operational execution across the fleet, continued contribution from the carbon program, disciplined commercial risk management, and growing demand for products.”
Chris Osowski12 receipted excerpts条可追溯摘录
GOGO2026-05-07

Gogo Inc · Q1 FY2026 call record电话会记录

management commitmentssegment changesq and a
“We, in the previous call, said that we expect to lose, like, 1,000 customers over the year.”
Chris Moore12 receipted excerpts条可追溯摘录
GNL2026-05-07

Global Net Lease, Inc. · Q1 FY2026 call record电话会记录

q and acapital allocationrisks
“At the same time, we're under contract to acquire an approximate 100,000 square foot single-tenant industrial asset occupied by a Fortune 50 investment-grade tenant for $14 million at an 8.2% cash cap rate, which would further demonstrate our ability to prudently execute our accretive recycling strategy into higher quality assets that we believe will generate more compelling risk-adjusted returns.”
Michael Weil12 receipted excerpts条可追溯摘录
GMED2026-05-07

Globus Medical · Q1 FY2026 call record电话会记录

performancecapital allocationmargins
“Pivoting to financial guidance, Globus Medical reaffirms its full year 2026 revenue guidance of $3.18 billion-$3.22 billion, and we are increasing our guidance for non-GAAP fully diluted earnings per share to be in the range of $4.70-$4.80 from the previous range of $4.40-$4.50.”
Kyle Kline12 receipted excerpts条可追溯摘录
GLIBK2026-05-07

GLIBK · Q1 FY2026 call record电话会记录

risksq and acapital allocation
“Consumer gross margin increased to 72.2% for the quarter, driven by a decline in consumer direct costs resulting from decreases in video programming costs.”
Brian Wendling12 receipted excerpts条可追溯摘录
GLAD2026-05-07

GLAD · Q2 FY2026 call record电话会记录

performancecapital allocationq and a
“With respect to the portfolio, the portfolio growth for the period did not have a material impact on investment mix or spread profile as first lien debt and total debt investments came in at 70% and 90% of the portfolio cost, respectively.”
Bob Marcotte12 receipted excerpts条可追溯摘录
GILD2026-05-07

Gilead Sciences · Q1 FY2026 call record电话会记录

management commitmentsperformancedemand
“Moving to TRODELVY on slide 12, sales of $402 million were up 37% year-over-year and 5% sequentially, with growing demand across breast cancer indications in all regions.”
Johanna Mercier12 receipted excerpts条可追溯摘录
GFI2026-05-07

GFI · Q1 FY2026 call record电话会记录

risksperformancedemand
“You know, I think if we deliver, you know, in that 630-650 range for each quarter in the full-year, we'd probably be quite happy that we've delivered well within our guidance.”
Mike Fraser12 receipted excerpts条可追溯摘录
GEVO2026-05-07

GEVO · Q1 FY2026 call record电话会记录

marginsdemandq and a
“We also generated nearly 20,000 tons of engineered carbon dioxide removal credits or CDRs to be sold into the voluntary carbon market and continued to see steady demand and relatively strong credit pricing for low carbon ethanol sales in markets where we participate.”
Paul Bloom12 receipted excerpts条可追溯摘录
GENI2026-05-07

Genius Sports Limited · Q1 FY2026 call record电话会记录

performancedemandmargins
“For full year 2026, we expect group revenue of between $990 million and $1.01 billion and adjusted EBITDA of between $270 million and $280 million, in line with the 2026 annualized estimates we provided in February.”
Bryan Castellani12 receipted excerpts条可追溯摘录
GEN2026-05-07

Gen Digital · Q4 FY2026 call record电话会记录

performancedemandq and a
“Approximately 40% was deployed towards debt paydown and delevering, 40% towards shareholder returns through opportunistic share repurchase and our quarterly dividend, and the remaining 20% towards targeted tuck-in acquisitions that expand our capabilities and further accelerate growth.”
Natalie Derse12 receipted excerpts条可追溯摘录
GEL2026-05-07

GENESIS ENERGY · Q1 FY2026 call record电话会记录

marginsdemandq and a
“The net effect to us is roughly $12 million-$15 million less segment margin from that field in 2026 versus what we had embedded in our original guidance for the year, but just to reiterate, we believe we have other positives that will keep us on track to achieve the midpoint of our original guidance we outlined in February.”
Grant Sims12 receipted excerpts条可追溯摘录
GDRX2026-05-07

GOODRX HOLDIN-A · Q1 FY2026 call record电话会记录

risksdemandperformance
“While we expect continued pressure on prescription transactions revenue in 2026, our increase in guidance is driven primarily by stronger than expected performance in Pharma Direct as we continue to build momentum in our consumer direct pricing offering.”
Chris McGinnis12 receipted excerpts条可追溯摘录
GCT2026-05-07

GigaCloud Technology Inc · Q1 FY2026 call record电话会记录

performancedemandsegment changes
“Product margins were 31.3% this quarter, up 3.8% year-over-year, driven primarily by price increases as we capitalized on strong demand and benefited from lower ocean shipping costs.”
Erica Wei12 receipted excerpts条可追溯摘录
GCMG2026-05-07

GCM Grosvenor Inc · Q1 FY2026 call record电话会记录

demandq and aperformance
“Excluding the impact of the prior year catch-up fees, our fee-related earnings in the quarter grew by approximately 20% year-over-year, and we continue to enjoy organic growth and operating leverage across the business.”
Pam Bentley12 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。