EBS2026-04-30
Emergent Biosolutions Inc · Q1 FY2026 call record电话会记录
“On slide 19, we highlight our revenue and profitability guidance.”
Rich Lindahl12 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 4609–4704 of 5581.显示第 4609–4704 条，共 5581 条。
DXCM2026-04-30
Dexcom · Q1 FY2026 call record电话会记录
“Did you say that you have an incremental 150 basis point headwind that you're now contemplating in Q2 to 4Q that's getting absorbed in your reiterated gross margin guidance?”
Richard Newitter12 receipted excerpts条可追溯摘录
DTM2026-04-30
DT Midstream · Q1 FY2026 call record电话会记录
“The Q1 of 2026 was a volatile period for the market, with significant cold weather in January driving extreme prices across the country, highlighting capacity constraints in the North American market driven by demand growth, followed by geopolitical developments in the Middle East that are contributing to the broader energy market instability.”
David Slater12 receipted excerpts条可追溯摘录
DTE2026-04-30
DTE Energy · Q1 FY2026 call record电话会记录
“We are confident in our long-term operating EPS growth rate target of 6%-8% through 2030, and we remain confident in our ability to reach the high end of our guidance range in each year, driven by RNG tax credits and the flexibility they provide.”
Joi Harris12 receipted excerpts条可追溯摘录
DLB2026-04-30
Dolby · Q2 FY2026 call record电话会记录
“This guidance implies operating margin improvement of between 50-100 basis points on a non-GAAP basis.”
Robert Park12 receipted excerpts条可追溯摘录
DAR2026-04-30
Darling Ingredients · Q1 FY2026 call record电话会记录
“Gross margins for the food segment were 28.9% of sales compared to 29.3% a year ago, and raw material volumes were flat at around 330,000 metric tons compared to the same time last year.”
Robert Day12 receipted excerpts条可追溯摘录
CWT2026-04-30
California Water Service Group · Q1 FY2026 call record电话会记录
“The revenue increases were partially offset by an overall decrease in consumption for the quarter, increased depreciation and interest expense related to new capital investments, and an increase in the effective income tax rate due to a reduction in tax credits, which when combined with other items, reduced EPS by about $0.32 per diluted share.”
James Lynch12 receipted excerpts条可追溯摘录
CWH2026-04-30
CAMPING WORLD-A · Q1 FY2026 call record电话会记录
“We expect this growth margin trend to continue through the second quarter, consistent with our commentary on last quarter's call, before beginning to improve in the back half of 2026 as we expect velocity and aging improvements to take hold.”
Tom Kirn12 receipted excerpts条可追溯摘录
CVI2026-04-30
CVR Energy, Inc. · Q1 FY2026 call record电话会记录
“Cash flow from operations for the first quarter of 2026 was $64 million, and free cash flow was $21 million, of which approximately $63 million was generated by the fertilizer segment.”
Dane Neumann12 receipted excerpts条可追溯摘录
CUZ2026-04-30
Cousins Properties · Q1 FY2026 call record电话会记录
“You know, as you know, we've been a very active recycler of assets certainly over the last 5 years, but even longer dated than that, with a clear eye on building the leading lifestyle office portfolio across the Sun Belt, because we think that's where there's gonna be the highest amount of demand and the greatest opportunity to drive rents and therefore drive earnings.”
Colin Connolly12 receipted excerpts条可追溯摘录
CROX2026-04-30
Crocs · Q1 FY2026 call record电话会记录
“International revenue for the Crocs brand was up 7% on a reported basis, consistent with our expectations, despite an unanticipated impact from the war in the Middle East.”
Andrew Rees12 receipted excerpts条可追溯摘录
CRH2026-04-30
CRH plc · Q1 FY2026 call record电话会记录
“Notwithstanding the current macroeconomic uncertainty, the underlying demand environment across our key markets remains positive, and we are pleased to reaffirm our financial guidance for 2026, reflecting a strong start to the year as well as the net impact of divestitures and acquisitions agreed in the year to date.”
Jim Mintern12 receipted excerpts条可追溯摘录
CORT2026-04-30
Corcept Therapeutics Incorporated · Q1 FY2026 call record电话会记录
“We expect our current Cushing's syndrome business to grow to at least $2 billion in annual revenue by the end of this decade.”
Sean Maduck12 receipted excerpts条可追溯摘录
COP2026-04-30
ConocoPhillips · Q1 FY2026 call record电话会记录
“This reflects a 20,000 BOE per day annual impact due to Qatar being excluded from second quarter production guidance and a 15,000 BOE per day annual royalty rate adjustment at Surmont due to higher prices.”
Andy O'Brien12 receipted excerpts条可追溯摘录
COLM2026-04-30
Columbia Sportswear · Q1 FY2026 call record电话会记录
“Based on these assumptions, we are raising our operating margin guidance to 6.7%-7.5% for the year, leading to diluted earnings per share in the range of $3.55-$4.00.”
Tim Boyle12 receipted excerpts条可追溯摘录
COHU2026-04-30
Cohu, Inc. · Q1 FY2026 call record电话会记录
“Luis, given, you know, I know we're moving now to multi-quarter guidance here for 2026, but given all the positive dynamics as well as, you know, future orders transitioning, you know, to revenue in 2027, instead of 2026, should we assume, you know, if all things remain consistent that you'll grow in 2027, your top line at the same rate that you expect to grow in 2026?”
Christian Schwab12 receipted excerpts条可追溯摘录
CNH2026-04-30
CNH Industrial · Q1 FY2026 call record电话会记录
“For construction, we're not expecting to get as much of that component benefit as in Ag, now we expect about a 600 basis point impact on our construction margins compared to our original expectations of roughly 500 points.”
Jim Nickolas12 receipted excerpts条可追溯摘录
CMPR2026-04-30
Cimpress plc · Q3 FY2026 call record电话会记录
“One metric which demonstrates our progress is that Vistaprint's variable gross profit per customer grew 13% year-over-year in Q3, and that's also our 13th consecutive quarter of growth in this metric.”
Robert Keane12 receipted excerpts条可追溯摘录
CLX2026-04-30
Clorox · Q3 FY2026 call record电话会记录
“Yeah, Javier, you know, in general, like the price mix for household, I would step back and you might have a little bit of noise by quarter, but we expect it to be about 1 point of headwind, meaning that, you know, volume would grow about 1 point ahead of sales.”
Luc Bellet12 receipted excerpts条可追溯摘录
CLMB2026-04-30
CLMB · Q1 FY2026 call record电话会记录
“As I told my field sales team that I'm putting tons of pressure on, right, to launch this and getting them into net new customers, and that's where we're really going after, is that is, hey, we're gonna take advantage of this vendor line for the next five, 10, 15 years, right?”
Dale Foster12 receipted excerpts条可追溯摘录
CLB2026-04-30
Core Laboratories Inc · Q1 FY2026 call record电话会记录
“Turning to Core Lab's outlook for the second quarter of 2026, the IEA, the EIA, and OPEC are projecting crude oil demand growth in 2026 of approximately 600,000-1.4 million barrels per day, supporting constructive long-term market fundamentals despite near-term volatility.”
Gwen Gresham12 receipted excerpts条可追溯摘录
CI2026-04-30
Cigna · Q1 FY2026 call record电话会记录
“With our performance, we're raising our full-year 2026 adjusted EPS outlook to at least $30.35, reflecting our disciplined approach and steady execution in an operating environment that continues to be shaped by many forces.”
David Cordani12 receipted excerpts条可追溯摘录
CHH2026-04-30
Choice Hotels · Q1 FY2026 call record电话会记录
“Importantly, 97% of rooms in our global pipeline are in higher revenue brands, which we expect to be approximately 1.7 times more accretive than our current portfolio.”
Patrick Pacious12 receipted excerpts条可追溯摘录
CGAU2026-04-30
CENTERRA GOLD IN · Q1 FY2026 call record电话会记录
“This was achieved while we continued to invest in our internal growth pipeline, built working capital at Langeloth, and returned $33 million to shareholders through share buybacks and dividends in the quarter.”
Paul Tomory12 receipted excerpts条可追溯摘录
CFR2026-04-30
Frost Bank · Q1 FY2026 call record电话会记录
“Our 90-day weighted pipeline increased 38% from the prior quarter and at almost $2 billion represented our highest weighted pipeline on record.”
Phil Green12 receipted excerpts条可追溯摘录
CERS2026-04-30
Cerus Corp · Q1 FY2026 call record电话会记录
“Based on our better-than-expected start to the year, as well as our growing conviction in the underlying demand for INTERCEPT, we are raising our full year 2026 product revenue guidance to $227 million-$231 million.”
Vivek Jayaraman12 receipted excerpts条可追溯摘录
CCC2026-04-30
CCC · Q1 FY2026 call record电话会记录
“First, we have raised the full year revenue guidance from 8.5%-9.5% to now 9%-10% growth on the back of Q1 strong results and the momentum that we're seeing across the business.”
Brian Herb12 receipted excerpts条可追溯摘录
CAT2026-04-30
Caterpillar Inc. · Q1 FY2026 call record电话会记录
“Both operating profit and adjusted operating profit in the first quarter of 2026 increased by 20% to $3.1 billion, mainly due to the profit impact of higher sales volume and favorable price realization, partially offset by unfavorable manufacturing costs and higher SG&A and R&D expenses.”
Andrew Bonfield12 receipted excerpts条可追溯摘录
CARR2026-04-30
Carrier Global · Q1 FY2026 call record电话会记录
“In terms of the impact of pricing on the margin outlook at the total company level, it's about a 30 basis point headwind to margins for the full year, which remains within the range that we've provided really on that.”
Patrick Goris12 receipted excerpts条可追溯摘录
CAH2026-04-30
Cardinal Health · Q3 FY2026 call record电话会记录
“In Pharma, we expect our fiscal 2026 revenue to come in at the lower end of our 15%-70% range, reflecting the continued strong overall volume growth and the mix dynamics within brand that I referenced earlier.”
Aaron Alt12 receipted excerpts条可追溯摘录
CABO2026-04-30
Cable One Inc · Q1 FY2026 call record电话会记录
“Today, approximately 53% of our markets are multi-gig capable, and we expect to expand that capability to most markets by year-end, reinforcing our ability to meet growing customer demand across the footprint.”
Jim Holanda12 receipted excerpts条可追溯摘录
BZH2026-04-30
Beazer Homes USA Inc · Q2 FY2026 call record电话会记录
“Is your guidance of 300 basis points of, you know, margin expansion in the fourth quarter, is that based on what you're seeing in the backlog and, you know, the kind of interest you're seeing, you know, with your to-be-built sales?”
Natalie Kulasekere12 receipted excerpts条可追溯摘录
BVN2026-04-30
BVN · Q1 FY2026 call record电话会记录
“On the capital allocation side, CapEx for this quarter totaled $81 million, mainly focused on San Gabriel alongside sustaining investment and Trapiche aligned with our growth priorities.”
Leandro García12 receipted excerpts条可追溯摘录
BR2026-04-30
Broadridge Financial Solutions · Q3 FY2026 call record电话会记录
“Fifth and last, based on our strong performance, we are raising our fiscal 2026 guidance for recurring revenue and Adjusted EPS growth to at or above 7% for recurring revenue growth constant currency and at 10%-12% for Adjusted EPS.”
Tim Gokey12 receipted excerpts条可追溯摘录
BOOM2026-04-30
DMC GLOBAL INC · Q1 FY2026 call record电话会记录
“At NobelClad, our composite metal business, Q1 sales were $19.3 million, a 31% year-over-year decline, driven primarily by the timing of large project shipments that benefited the prior year period, as well as reduced bookings in the H1 of 2025 due to uncertainty around U.S.”
James O'Leary12 receipted excerpts条可追溯摘录
BNL2026-04-30
Broadstone Net Lease, Inc. · Q1 FY2026 call record电话会记录
“After a strong finish to 2025, we carried that momentum into the first quarter of 2026, delivering 5.6% AFFO growth year-over-year, continuing to execute on our investment strategy and driving strong operational outcomes across our in-place portfolio.”
John Moragne12 receipted excerpts条可追溯摘录
BMY2026-04-30
Bristol Myers Squibb · Q1 FY2026 call record电话会记录
“Finally, unless otherwise stated, all comparisons are made from the same period in 2025, and sales growth rates will be discussed on an underlying basis, which excludes the impact of foreign exchange.”
Chuck Triano12 receipted excerpts条可追溯摘录
BLDR2026-04-30
Builders FirstSource · Q1 FY2026 call record电话会记录
“On slides 14 and 15, we outline our latest 2026 outlook and assumptions, which reflect continued weakness in housing starts, ongoing affordability pressure, and a more cautious consumer.”
Pete Beckmann12 receipted excerpts条可追溯摘录
BIO2026-04-30
Bio-Rad Laboratories · Q1 FY2026 call record电话会记录
“The lower Q1 gross margin was due to several factors, including unfavorable manufacturing absorption as a result of the decreased Middle East revenue, which contributed to margin pressure by 40 basis points, higher instruments versus consumables mix, which adversely affected margin by 30 basis points, higher freight fuel surcharges by 20 basis points, and FX by 20 basis points.”
Roop Lakkaraju12 receipted excerpts条可追溯摘录
BFLY2026-04-30
Butterfly Network Inc · Q1 FY2026 call record电话会记录
“25% revenue growth, 69% gross margin, and the lowest first quarter net loss since going public, all while maintaining a very strong balance sheet to support future growth.”
Joseph DeVivo12 receipted excerpts条可追溯摘录
BELFB2026-04-30
Bel Fuse Inc · Q1 FY2026 call record电话会记录
“The remaining $4 million of the increase reflects targeted commercial and infrastructure investments to support growth in addition to an increase in commissions on higher sales and unfavorable foreign exchange impacts.”
Lynn Hutkin12 receipted excerpts条可追溯摘录
BELFA2026-04-30
Bel Fuse Inc · Q1 FY2026 call record电话会记录
“The remaining $4 million of the increase reflects targeted commercial and infrastructure investments to support growth in addition to an increase in commissions on higher sales and unfavorable foreign exchange impacts.”
Lynn Hutkin12 receipted excerpts条可追溯摘录
BDC2026-04-30
Belden Inc. · Q1 FY2026 call record电话会记录
“Financially, Ruckus brings a high-quality profile to the combined company with high single-digit revenue growth, gross margins above 60% and EBITDA margins of 20% in the first full year of ownership, each meaningfully above Belden's current profile.”
Jeremy Parks12 receipted excerpts条可追溯摘录
BC2026-04-30
Brunswick · Q1 FY2026 call record电话会记录
“The result is materially unchanged guidance on the sales, margin and free cash flow lines, but an increase to adjusted EPS guidance to $4 to $4.50 reflecting the lower full year expected incremental net tariff impacts I just discussed as well as the first quarter overdrive, while also factoring in some cautiousness given the current dynamic macroeconomic environment.”
Ryan Gwillim12 receipted excerpts条可追溯摘录
BBVA2026-04-30
BBVA · Q1 FY2026 call record电话会记录
“Finally, given the strong performance in the quarter, we are upgrading our 2026 guidance, loan and gross revenue growth now above 30% year-on-year, while maintaining cost of risk guidance at around 20 basis points.”
Luisa Gómez Bravo12 receipted excerpts条可追溯摘录
BAX2026-04-30
Baxter International · Q1 FY2026 call record电话会记录
“In addition, reported sales are expected to include a headwind of approximately $25 million from MSA revenues from Vantive, representing approximately 30 basis points of impact on reported growth.”
Anita Zielinski12 receipted excerpts条可追溯摘录
BAND2026-04-30
Bandwidth Inc · Q1 FY2026 call record电话会记录
“We expect revenue to be in the range of $214 million and $220 million, representing 20% growth year-over-year, adjusted EBITDA to be in the range of $24 million and $27 million, representing 20% growth year-over-year, and non-GAAP EPS to be in the range of $0.35 and $0.37.”
Daryl Raiford12 receipted excerpts条可追溯摘录
AXTI2026-04-30
AXT Inc · Q1 FY2026 call record电话会记录
“A significant part of our capacity expansion will be focused on 6-inch crystal growth technology to support the planned roadmap of 6-inch capability by our customers.”
Morris Young12 receipted excerpts条可追溯摘录
AXTA2026-04-30
Axalta · Q1 FY2026 call record电话会记录
“This period marked the 12th consecutive quarter of year-over-year profitability improvement in our industrial business, while Mobility achieved a first quarter net sales record and adjusted EBITDA margin of 17.5% reflecting solid execution and cost discipline, and we saw stabilization in Refinish at nearly $500 million in sales, consistent with the last 5 quarters.”
Chrishan Anthon Villavarayan12 receipted excerpts条可追溯摘录
AXS2026-04-30
AXIS CAPITAL · Q1 FY2026 call record电话会记录
“We will grow guided by our 2 principles of diluted book value per share growth for the company but in our risk to risk business, achieving risk-adjusted returns that meet our hurdle rates, which we've detailed.”
Vincent Tizzio12 receipted excerpts条可追溯摘录
AX2026-04-30
Axos Financial, Inc. · Q3 FY2026 call record电话会记录
“With the diminishing impact of the FDIC-purchased loans, we expect reported net interest margin to stay roughly flat on an organic basis, excluding the impact of the deposit purchase premium from the acquired deposits, which we estimate to be around 5 basis points.”
Gregory Garrabrants12 receipted excerpts条可追溯摘录
AWK2026-04-30
American Water Works · Q1 FY2026 call record电话会记录
“We expect to again deliver 8% EPS growth in 2026, while continuing to provide high-quality, affordable service to our customers.”
John Griffith12 receipted excerpts条可追溯摘录
ARDX2026-04-30
Ardelyx Inc · Q1 FY2026 call record电话会记录
“Our full year product revenues are expected to grow between 38% and 46%, outpacing our operational expenses, which will grow by approximately 25%, consistent with prior guidance.”
Sue Hohenleitner12 receipted excerpts条可追溯摘录
AR2026-04-30
Antero Resources · Q1 FY2026 call record电话会记录
“We created this development program in Appalachia and West Virginia, we needed to underwrite all the takeaway, but those agreements are 10, 15 years old and so now going forward, they really need to be in the hands of the end user and we'll be able to entering the pretty really attractive sales and optimize our margins on a go-forward basis, and we recontract that.”
Michael Kennedy12 receipted excerpts条可追溯摘录
APG2026-04-30
APi Group · Q1 FY2026 call record电话会记录
“Moving down to P&L, we expect increased full year Adjusted EBITDA of $1.15 billion-$1.21 billion, up from $1.14 billion-$1.2 billion, representing an Adjusted EBITDA margin of 13.8% at the midpoint and Adjusted EBITDA growth of 11%-16% for the year.”
David Jackola12 receipted excerpts条可追溯摘录
APD2026-04-30
Air Products · Q2 FY2026 call record电话会记录
“With a strong first half and outperformance in the market volume, we are raising our fiscal full year guidance to $13 to $13.25 or 8% to 10% growth from the prior year.”
Melissa Schaeffer12 receipted excerpts条可追溯摘录
AMRZ2026-04-30
Amrize Ltd · Q1 FY2026 call record电话会记录
“My question is about your sales outlook, and I'm just wondering, because foresee 4%-6%, which looks rather conservative, taking into account the very strong start to the year and now even more pricing to kick in for the rest of the next quarters.”
Martin Hüsler12 receipted excerpts条可追溯摘录
AM2026-04-30
Antero Midstream · Q1 FY2026 call record电话会记录
“Given this outlook, we are focused on enhancing connectivity within our operating areas, particularly in the dry gas area and the newly acquired assets, providing cost-effective integrated solutions for this demand growth.”
Michael Kennedy12 receipted excerpts条可追溯摘录
ALKT2026-04-30
Alkami Technology Inc · Q1 FY2026 call record电话会记录
“As a reminder, our second quarter revenue outlook includes the impact of a sizable termination fee recognized in the second quarter of 2025, which represents an approximate 3 percentage point headwind to year-over-year growth in the quarter.”
Cassandra Hudson12 receipted excerpts条可追溯摘录
ALGT2026-04-30
Allegiant Travel Company · Q1 FY2026 call record电话会记录
“For the first quarter, we generated net income of $69.6 million, resulting in earnings per share of $3.77, coming in just above our mid-March updated guidance and up nearly 80% versus airline-only results in the prior year quarter, as demand for leisure travel remained strong throughout the period.”
Robert Neal12 receipted excerpts条可追溯摘录
AIN2026-04-30
Albany International Corp. · Q1 FY2026 call record电话会记录
“While margins declined to 11.7%, this reflects the impact of prior year items and mix, including 0 margin revenues associated with actions taken on the CH-53K AFT program in 2025.”
Willard Station12 receipted excerpts条可追溯摘录
AGI2026-04-30
ALAMOS GOLD INC · Q1 FY2026 call record电话会记录
“We are seeing a little pressure from contractors as they make sure they can fill their roles and at some increased cost there, but again, manageable based on our cost guidance for the rest of the year.”
Greg Fisher12 receipted excerpts条可追溯摘录
AFL2026-04-30
Aflac · Q1 FY2026 call record电话会记录
“So as we then think about these impacts and trends running through our results for the full year, we still feel very confident with the outlook range that we gave at the beginning of the year of 60% to 63% for the Japan benefit ratio.”
Max Broden12 receipted excerpts条可追溯摘录
ADAM2026-04-30
Adamas Trust, Inc. · Q1 FY2026 call record电话会记录
“We believe this price disconnect sales to reflect the strength of our earnings growth over the past 5 quarters, represented by a 31% year-over-year increase in EAD, the scaling of origination platform for EAD expansion and the durability of our portfolio as illustrated by book value growth.”
Jason Serrano12 receipted excerpts条可追溯摘录
ACHC2026-04-30
Acadia Healthcare · Q1 FY2026 call record电话会记录
“On the CTC side of the business, while we grew 2.5% compared to the first quarter of 2025, growth slowed sequentially from quarter 4 as that business was impacted by the severe weather we noted on our February call as certain centers had to be closed during that time.”
Debra Osteen12 receipted excerpts条可追溯摘录
AAPL2026-04-30
Apple Inc. · Q2 FY2026 call record电话会记录
“Today, Apple is proud to report $111.2 billion in revenue, up 17% from a year ago and a March quarter record, which was above the high end of our guidance range despite supply constraints.”
Timothy Cook12 receipted excerpts条可追溯摘录
YUMC2026-04-29
YUM CHINA HO · Q1 FY2026 call record电话会记录
“Excluding foreign exchange impact, system sales grew 4%, operating profit increased 6%, and operating profit margin expanded 20 basis points year-over-year.”
Joey Wat12 receipted excerpts条可追溯摘录
YUM2026-04-29
Yum! Brands · Q1 FY2026 call record电话会记录
“When you couple that with the additional debt capacity we generate each year from our profit growth and our 4x net leverage ratio expectation, that is a run rate of over $2.5 billion of cash generated annually that we expect to grow at a healthy clip each year going forward.”
Ranjith Roy12 receipted excerpts条可追溯摘录
WWD2026-04-29
Woodward, Inc. · Q2 FY2026 call record电话会记录
“Based on our strong second quarter performance and confidence in the second half outlook, we are raising our 2026 sales and earnings guidance.”
Bill Lacey12 receipted excerpts条可追溯摘录
WPC2026-04-29
W. P. Carey · Q1 FY2026 call record电话会记录
“As outlined in our earnings release, we've increased our investment volume guidance to a range of $1.5 billion-$2 billion, which together with lower estimated potential rent loss, results in an aggregate $0.03 increase to our AFFO per share guidance at the midpoint.”
Toni Sanzone12 receipted excerpts条可追溯摘录
WM2026-04-29
Waste Management · Q1 FY2026 call record电话会记录
“Do you think the top end of the guidance range for margin, which was, I think, 31% for the full year, do you think that still is obtainable in this fuel environment or that might be a little bit impacted just given the mathematical influence?”
Konark Gupta12 receipted excerpts条可追溯摘录
WAY2026-04-29
Waystar Holding Corp · Q1 FY2026 call record电话会记录
“We expect the strong demand in booking activity we saw in the first quarter, along with similar results in the second half of 2025, to provide upside opportunity for growth in late 2026 and beyond.”
Steve Oreskovich12 receipted excerpts条可追溯摘录
VRSK2026-04-29
Verisk Analytics · Q1 FY2026 call record电话会记录
“Third, all guidance figures reflect the impact of the divestiture of Verisk Marketing Solutions, which contributed $68 million in revenue in 2025 with little seasonality and represents an $0.11 headwind to earnings per share.”
Elizabeth Mann12 receipted excerpts条可追溯摘录
VMC2026-04-29
Vulcan Materials Company · Q1 FY2026 call record电话会记录
“I think if you step back and look at 2024 and see that aggregates cash gross profit per ton is up 23% and our total cash cost of sales and aggregates has increased only 1%, to me, you know, these metrics clearly show the solid execution of our teams and, you know, the compounding margin growth that they're delivering.”
Mary Andrews Carlisle12 receipted excerpts条可追溯摘录
VLTO2026-04-29
Veralto · Q1 FY2026 call record电话会记录
“Reflecting this momentum and our strong first quarter, we raised our full year adjusted earnings per share guidance to a range of $4.20-$4.28 per share.”
Jennifer Honeycutt12 receipted excerpts条可追溯摘录
VKTX2026-04-29
VIKING THERAPEUT · Q1 FY2026 call record电话会记录
“With respect to our earlier stage pipeline, we expect to initiate a phase I trial for our amylin agonist, VK3019, shortly.”
Brian Lian12 receipted excerpts条可追溯摘录
VIRT2026-04-29
Virtu Financial, Inc. · Q1 FY2026 call record电话会记录
“For the last 12 months, we recorded $1.6 billion in Adjusted EBITDA, a 66% margin, and $6.66 in adjusted EPS.”
Cindy Lee12 receipted excerpts条可追溯摘录
VIAV2026-04-29
VIAVI SOLUTIONS · Q3 FY2026 call record电话会记录
“NSE gross margin for the quarter was 65.3%, which is 220 basis points higher on a year-over-year basis and was primarily driven by higher volume and favorable product mix.”
Ilan Daskal12 receipted excerpts条可追溯摘录
UNM2026-04-29
Unum · Q1 FY2026 call record电话会记录
“Looking ahead, we remain confident in our 2026 outlook, which consists of delivering 4%-7% top-line growth, 8%-12% EPS growth, attractive returns on equity in our core operations, and continued strong capital generation and deployment.”
Rick McKenney12 receipted excerpts条可追溯摘录
UMC2026-04-29
UMC · Q1 FY2026 call record电话会记录
“Going to second quarter, we expect strong wafer shipment growth across both 8 in and 12 in portfolios, supported by a strong rebound in the communication segment, as well as healthy demand across computer, consumer, and industrial markets.”
Chitung Liu12 receipted excerpts条可追溯摘录
UMBF2026-04-29
UMB Financial Corp. · Q1 FY2026 call record电话会记录
“We continue to expect positive operating leverage for the full-year of 2026, even with the impact of lower expected contractual accretion benefits.”
Mariner Kemper12 receipted excerpts条可追溯摘录
TWO2026-04-29
Two Harbors Investment Corp. · Q1 FY2026 call record电话会记录
“Activity and demand for MSR in the first quarter remained high, with servicing transfers topping 93 billion UPB, outpacing Q1 2025, though below the prior two quarters.”
Nick Letica12 receipted excerpts条可追溯摘录
TW2026-04-29
TRADEWEB MARKE-A · Q1 FY2026 call record电话会记录
“Total market share increased from 21% in the first quarter 2025 to 24.1% in the first quarter 2026, reflecting a combination of strong risk and compression volume growth.”
Billy Hult12 receipted excerpts条可追溯摘录
TV2026-04-29
TV · Q1 FY2026 call record电话会记录
“Furthermore, as we mentioned in our previous earnings conference call, we expect lower video cancellation numbers to continue going forward, influenced by our multi-year partnership with Formula 1 to provide live coverage of all Grand Prix by Sky Sports channels available through Izzi and Sky, beginning in the fourth quarter of last year and through the 2028 season.”
Francisco Valim12 receipted excerpts条可追溯摘录
TTMI2026-04-29
TTM Technologies · Q1 FY2026 call record电话会记录
“Free cash flow in the first quarter of 2026 was a net usage of $85 million as compared to net usage of $74 million in the first quarter of last year, both periods reflecting increased capital expenditures in support of organic growth opportunities.”
Daniel Boehle12 receipted excerpts条可追溯摘录
TTE2026-04-29
TTE · Q1 FY2026 call record电话会记录
“You know, when we think back to February, you gave us your outlook for cash flow during the year, you were referencing a 60-70 Brent range, refining margins at 5, et cetera.”
Christopher Kuplent12 receipted excerpts条可追溯摘录
TRTX2026-04-29
TPG RE FINANCE T · Q1 FY2026 call record电话会记录
“Building on the momentum of 2025, a year where TRTX closed $1.9 billion of new investments and achieved 25% year-over-year growth in earning assets, we are pleased to report a strong start to 2026.”
Doug Bouquard12 receipted excerpts条可追溯摘录
TRMK2026-04-29
Trustmark Corp. · Q1 FY2026 call record电话会记录
“We anticipate the Net Interest Margin to be in the range of 3.80%-3.85% for the full year, while we expect Net Interest Income to increase mid-single digits.”
Duane Dewey12 receipted excerpts条可追溯摘录
TEVA2026-04-29
TEVA · Q1 FY2026 call record电话会记录
“This represents approximately 400 basis point improvement over 2 years, driven by our continued portfolio shift towards high growth and high margin innovative products, as well as $700 million of cost savings expected from our transformation programs, and despite the impact of losing revenue from our generics revenue mid in 2026.”
Eli Kalif12 receipted excerpts条可追溯摘录
TER2026-04-29
Teradyne · Q1 FY2026 call record电话会记录
“Gross margin for the quarter was 60.9%, up 370 basis points sequentially, driven by strong Semi Test volume and product mix and non-recurring operational impacts.”
Michelle Turner12 receipted excerpts条可追溯摘录
TENB2026-04-29
Tenable Holdings Inc · Q1 FY2026 call record电话会记录
“Revenue increased year-over-year by nearly 10%, and even more impressive, we converted more than half of that increase into operating income, once again demonstrating our ability to balance growth and profitability.”
Matt Brown12 receipted excerpts条可追溯摘录
TDOC2026-04-29
Teladoc Health Inc · Q1 FY2026 call record电话会记录
“We expect 2026 consolidated revenue for the year of $2.48 billion-$2.58 billion, Adjusted EBITDA of $267 million-$306 million, and free cash flow of $130 million-$170 million, with the midpoint of each of these ranges unchanged from our prior outlook.”
Chuck Divita12 receipted excerpts条可追溯摘录
SWK2026-04-29
Stanley Black & Decker · Q1 FY2026 call record电话会记录
“Organic revenue was down 1% as a 4% benefit from targeted pricing actions was more than offset by 5% of volume pressure.”
Chris Nelson12 receipted excerpts条可追溯摘录
STAG2026-04-29
STAG Industrial · Q1 FY2026 call record电话会记录
“The guidance was unchanged at 3%, suggesting, you know, somewhat of a possible slowdown.”
Jason Belcher12 receipted excerpts条可追溯摘录
SOFI2026-04-29
SOFI TECHNOLOGIE · Q1 FY2026 call record电话会记录
“Our relentless member focus continues to drive innovation across our business, leading to our 18th consecutive quarter of the Rule of 40, with a score of 72 reflecting 41% revenue growth and 31% EBITDA margins.”
Anthony Noto12 receipted excerpts条可追溯摘录
SNDL2026-04-29
SNDL · Q1 FY2026 call record电话会记录
“Looking ahead, we expect to see improvements in revenue growth year-over-year as of the second half of 2026, driven in part by the impact of our initiatives and also as we begin to lap softer revenue comparisons for the second half of the year.”
Alberto Paredero-Quiros12 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。