OFG2026-04-21
OFG Bancorp · Q1 FY2026 call record电话会记录
“That 5%-10% to 5.20% margin, just wanted to clarify, is that for the full year or the balance of 2026 quarters, say?”
Kelly Motta12 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 5185–5280 of 5581.显示第 5185–5280 条，共 5581 条。
NTST2026-04-21
NETSTREIT CORP · Q1 FY2026 call record电话会记录
“How does this impact your growth profile heading into 2027 as you get rid of these and maybe you have a faster churn of your forwards into eventually new investments?”
John Kilichowski12 receipted excerpts条可追溯摘录
NOC2026-04-21
Northrop Grumman · Q1 FY2026 call record电话会记录
“When we think about the 2028 cash flow target, you're able to offset the impact of incremental B-21 CapEx this year, but it's obviously going to be in the future.”
Seth Seifman12 receipted excerpts条可追溯摘录
MSCI2026-04-21
MSCI · Q1 FY2026 call record电话会记录
“On guidance, we updated our full year outlook on D&A by $5 million to incorporate the impact of intangibles related to the acquisitions.”
Andy Wiechmann12 receipted excerpts条可追溯摘录
MMM2026-04-21
3M · Q1 FY2026 call record电话会记录
“As we lap tariff pressure in the H2, the continued momentum on productivity and volume acceleration gives us confidence in our expectation of approximately 100 basis points margin expansion for Business Groups this year.”
Anurag Maheshwari12 receipted excerpts条可追溯摘录
MBWM2026-04-21
MBWM · Q1 FY2026 call record电话会记录
“Other expenses include a $1.2 million increase in allocations to the reserve for unfunded loan commitments compared to the respective 2025 period, reflecting the growth in our loan backlog and a $0.9 million increase in the core deposit intangible asset amortisation account arising from the acquisition of Eastern Michigan.”
Ray Reitsma12 receipted excerpts条可追溯摘录
MANH2026-04-21
Manhattan Associates · Q1 FY2026 call record电话会记录
“For adjusted operating margin, we are increasing the midpoint to 35%, up from our prior midpoint of 34.75%, which includes 100 basis points headwind from our license and maintenance revenue attrition to cloud.”
Linda Pinne12 receipted excerpts条可追溯摘录
ISRG2026-04-21
Intuitive Surgical · Q1 FY2026 call record电话会记录
“On our last call, we forecast non-GAAP gross profit margin to be within a range of 67%-68% of revenue, which reflected 120 basis points of impact from tariffs.”
Dan Connally12 receipted excerpts条可追溯摘录
IBKR2026-04-21
Interactive Brokers · Q1 FY2026 call record电话会记录
“Our total assets were 39% higher than in the prior year at $219 billion, with growth driven by higher margin lending and segregated cash and securities balances.”
Paul Brody12 receipted excerpts条可追溯摘录
HWC2026-04-21
Hancock Whitney · Q1 FY2026 call record电话会记录
“We are very excited to welcome 27 net new revenue producers to our strong banking team, and we expect to build on the momentum we have to generate meaningful balance sheet growth and profitability improvement over the rest of 2026.”
John Hairston12 receipted excerpts条可追溯摘录
HAL2026-04-21
Halliburton · Q1 FY2026 call record电话会记录
“In our Completion and Production division, we anticipate sequential revenue to increase 4%-6% and margins to improve 50 basis points to 100 basis points.”
Eric Carre12 receipted excerpts条可追溯摘录
HAFC2026-04-21
Hanmi Financial Corporation · Q1 FY2026 call record电话会记录
“First, net interest revenue increased 0.5%, and net interest margin expanded by 10 basis points to 3.38%.”
Ron Santarosa12 receipted excerpts条可追溯摘录
GPC2026-04-21
Genuine Parts Company · Q1 FY2026 call record电话会记录
“The primary driver of the increase was higher gross profit, partially offset by approximately $30 million of higher operating costs from cost inflation in people, healthcare, and freight expenses, as well as the impact of acquired businesses.”
Bert Nappier12 receipted excerpts条可追溯摘录
GE2026-04-21
GE Aerospace · Q1 FY2026 call record电话会记录
“Our pipeline of planned engine removals in the second and third quarters, combined with engines that are currently off wing, exceeds our shop visit guide, providing ample demand to fulfill our outlook and de-risking our 2026 guide.”
Larry Culp12 receipted excerpts条可追溯摘录
FOR2026-04-21
FORESTAR GROUP · Q2 FY2026 call record电话会记录
“Our book value per share increased 10% from a year ago to $35.66, and our contracted backlog remains strong, with visibility towards $2.2 billion of future revenue.”
Andy Oxley12 receipted excerpts条可追溯摘录
FLXS2026-04-21
Flexsteel Industries Inc · Q3 FY2026 call record电话会记录
“Current quarter operating margin decreased 20 basis points compared to adjusted operating margin of 7.3% of sales in the prior year quarter.”
Michael Ressler12 receipted excerpts条可追溯摘录
EWBC2026-04-21
East West Bancorp · Q1 FY2026 call record电话会记录
“Given the level of net growth we saw in the first quarter and the pipelines we see going into Q2, we are comfortable reiterating our guidance for the full year loan growth to be in the range of 5%-7%.”
Chris J. Del Moral-Niles12 receipted excerpts条可追溯摘录
EFX2026-04-21
Equifax · Q1 FY2026 call record电话会记录
“We increased our guidance to reflect the impact of FX changes since February, increasing the midpoint of our reported revenue guidance by $25 million to $6.745 billion and adjusted EPS by $0.04 per share to $8.54 per share.”
John Gamble12 receipted excerpts条可追溯摘录
DHR2026-04-21
Danaher Corporation · Q1 FY2026 call record电话会记录
“Our gross profit margin for the first quarter was 60.3% and our adjusted operating profit margin of 30.2% was up 60 basis points, reflecting the benefit of year-over-year cost savings, more than offsetting the negative impact from lower respiratory revenue year-over-year.”
Rainer Blair12 receipted excerpts条可追溯摘录
DHI2026-04-21
D. R. Horton · Q2 FY2026 call record电话会记录
“During the quarter, we delivered a consolidated pretax profit margin above the high end of our guidance range, generated revenues within our expected range and increased net sales orders by 11% compared to the prior year quarter.”
Paul Romanowski12 receipted excerpts条可追溯摘录
DGX2026-04-21
Quest Diagnostics · Q1 FY2026 call record电话会记录
“Between those two, it's about a 3.3% increase to our revenue that's embedded in the guide, and we expect an impact on volume.”
Sam Samad12 receipted excerpts条可追溯摘录
CALX2026-04-21
Calix · Q1 FY2026 call record电话会记录
“Our gross margin guidance for the second quarter of 2026 is between 54.25% and 57.25%, reflecting the effects of higher memory component costs, the impact from surcharges, and the customer and product mix.”
Cory Sindelar12 receipted excerpts条可追溯摘录
BOKF2026-04-21
BOK FINL CORP · Q1 FY2026 call record电话会记录
“Customer hedging revenue grew $1.1 million as our energy customers predictably increased their hedging activity when higher short-term crude oil prices presented themselves.”
Scott Grauer12 receipted excerpts条可追溯摘录
BBNX2026-04-21
Beta Bionics Inc · Q1 FY2026 call record电话会记录
“Our increased revenue and pharmacy mix guidance reflects our higher expectations for new patient starts, driven by strong Q1 performance and the success we've had in onboarding new sales territories, where we're on track toward our goal of adding at least 20 territories in 2026.”
Stephen Feider12 receipted excerpts条可追溯摘录
AGNC2026-04-21
AGNC INVESTMENT · Q1 FY2026 call record电话会记录
“Obviously, there's a lot that can change and a lot that will change over the next quarter or 2, both with respect to the economic outlook, the monetary policy outlook, the geopolitical uncertainty that we face.”
Peter Federico12 receipted excerpts条可追溯摘录
ZION2026-04-20
Zions Bancorporation · Q1 FY2026 call record电话会记录
“For the first quarter of 2027, our outlook for adjusted customer-related fee income is moderately increasing versus the first quarter 2026 results of $174 million, with broad-based growth and capital markets continuing to contribute in an outsized way.”
Ryan Richards12 receipted excerpts条可追溯摘录
SMBK2026-04-20
SmartFinancial Inc · Q1 FY2026 call record电话会记录
“On the expense guide, it's helpful to see the next quarter's expense guide, which is still kind of shaking out to about that 5% annual growth rate, but just curious if you still feel like that 5% full year expense growth guide is appropriate, or is there anything that with the recruiting you've talked about or anything else that you think we should be aware of to model in the back half of the year?”
Catherine Mealor12 receipted excerpts条可追溯摘录
SFBS2026-04-20
ServisFirst Bancshares, Inc. · Q1 FY2026 call record电话会记录
“Going forward, you talk about margin expansion, loan growth, and just kind of curious, seems like you guys could run around 30% or maybe a little bit below.”
Steve Moss12 receipted excerpts条可追溯摘录
NNOX2026-04-20
NANO-X IMAGING L · Q4 FY2025 call record电话会记录
“Turning to revenues, we continue to target $35 million in revenue for the full year of 2026, based on the execution of our current plans.”
Erez Meltzer12 receipted excerpts条可追溯摘录
DX2026-04-20
DYNEX CAPITAL · Q1 FY2026 call record电话会记录
“The majority of the increase was attributable to the growth in our investment portfolio of $6 billion, reflecting the deployment of capital raised during the quarter of $442 million.”
Mike Sartori12 receipted excerpts条可追溯摘录
BOH2026-04-20
Bank of Hawaii · Q1 FY2026 call record电话会记录
“As we close out this year heading towards that 2.90% number, we can see if the question is really around terminal NIM, we can see that in the 3.25%-3.50% range based on no rate cuts and just kind of the current outlook that we have.”
Jim Polk12 receipted excerpts条可追溯摘录
HDB2026-04-18
HDB · Q4 FY2026 call record电话会记录
“If you look at the cost growth that we have, we have seen that at a level, almost at, call it 6.5%, 7% or so is the full year, right?”
Kaizad Bharucha12 receipted excerpts条可追溯摘录
WAFD2026-04-17
WaFd, Inc. · Q2 FY2026 call record电话会记录
“The mortgage-backed securities purchases at a net spread of approximately 1%, although it puts pressure on the margin, it does add $1.5 million in net interest income per quarter.”
Kelli Holz12 receipted excerpts条可追溯摘录
TFC2026-04-17
Truist Financial · Q1 FY2026 call record电话会记录
“Although we expect the net interest margin to remain relatively stable in the second quarter, we do anticipate the full year 2026 average net interest margin will exceed the 2025 average of 3.03%.”
Mike Maguire12 receipted excerpts条可追溯摘录
STT2026-04-17
State Street Corporation · Q1 FY2026 call record电话会记录
“Against this backdrop, we now expect fee revenue growth in the 7%-9% range, an increase from our previous outlook of 4%-6%, reflecting a stronger than expected Q1, along with continued organic growth and solid momentum across the franchise.”
John Woods12 receipted excerpts条可追溯摘录
SFNC2026-04-17
Simmons First National Corporation · Q1 FY2026 call record电话会记录
“I think you guys threw out there 5% plus growth for the full year.”
Matt Olney12 receipted excerpts条可追溯摘录
PSNY2026-04-17
PSNY · Q4 FY2025 call record电话会记录
“Revenue was $887 million, up 54% year-over-year, supported mainly by higher volume, a favorable model mix and channel mix evolution, carbon credit sales of $88 million, lower adjustment of residual value guarantee related to the North American markets, and positive foreign exchange impact, partly offset by pressure on pricing.”
Jean-François Mady12 receipted excerpts条可追溯摘录
INDB2026-04-17
Independent Bank Corp. · Q1 FY2026 call record电话会记录
“Our goal will be to keep deposits flat, but having the pricing pressure that's out there, I'd say that's an area where you may see that eat into it slightly where it's probably more like a, like I said, a 3 basis points-4 basis points core margin expansion.”
Mark Ruggiero12 receipted excerpts条可追溯摘录
FNB2026-04-17
FNB Corporation · Q1 FY2026 call record电话会记录
“Full year provision guidance is maintained at $85 million-$105 million, given the stability in our credit performance to start the year, and will be dependent on net loan growth and charge-off activity.”
Vince Calabrese12 receipted excerpts条可追溯摘录
FITB2026-04-17
Fifth Third Bancorp · Q1 FY2026 call record电话会记录
“Full-year non-interest income is expected to be between $4.0 billion and $4.2 billion, reflecting continued revenue growth in commercial payments, capital markets, and wealth and asset management.”
Bryan Preston12 receipted excerpts条可追溯摘录
ERIC2026-04-17
ERIC · Q1 FY2026 call record电话会记录
“This will allow us to capture a greater share of the value from connectivity and drive mid-single-digit growth for Ericsson while achieving our long-term margin targets of 15%-18%.”
Börje Ekholm12 receipted excerpts条可追溯摘录
CNS2026-04-17
Cohen & Steers, Inc. · Q1 FY2026 call record电话会记录
“Operating income was $50.7 million during the quarter compared to $52.4 million sequentially, and our operating margin was 35.1% compared to 36.4% in the prior quarter.”
Mike Donohue12 receipted excerpts条可追溯摘录
BMI2026-04-17
Badger Meter, Inc. · Q1 FY2026 call record电话会记录
“As awarded projects enter deployment and short cycle orders recover from first quarter levels, we expect sequential improvement in absolute quarterly revenue dollars as the year progresses, resulting in full year 2026 revenue, excluding the UDlive acquisition, to be in line with 2025.”
Ken Bockhorst12 receipted excerpts条可追溯摘录
ALV2026-04-17
Autoliv · Q1 FY2026 call record电话会记录
“which is almost triple what it was just 3 years ago, fueled by a regulatory focus and rising consumer demand for safety content in vehicles has increased by around 20% annually for the past 2 years.”
Mikael Bratt12 receipted excerpts条可追溯摘录
ALLY2026-04-17
Ally Financial · Q1 FY2026 call record电话会记录
“Margin of 3.52% was impacted by the lease headwinds we discussed last quarter, but we remain confident in our ability to deliver a sustainable upper-3% margin, the final lever of our mid-teens thesis.”
Michael Rhodes12 receipted excerpts条可追溯摘录
WIT2026-04-16
WIT · Q4 FY2026 call record电话会记录
“In terms of guidance, to reiterate what Srini said, we expect our revenue from IT services business segment to be in the range of $2.597 billion-$2.651 billion.”
Aparna Iyer12 receipted excerpts条可追溯摘录
USB2026-04-16
U.S. Bancorp · Q1 FY2026 call record电话会记录
“Starting with the second quarter 2026 guidance, net interest income growth on a fully taxable equivalent basis is expected to be in the range of 6%-7% compared to the second quarter of 2025.”
John Stern12 receipted excerpts条可追溯摘录
TRV2026-04-16
Travelers Companies (The) · Q1 FY2026 call record电话会记录
“In recognition of our strong financial position and confidence in the outlook for our business, I'm pleased to share that our Board of Directors declared a 14% increase in our quarterly cash dividend to $1.25 per diluted share, marking 22 consecutive years of dividend increases with a compound annual growth rate of 8% over that period.”
Alan Schnitzer12 receipted excerpts条可追溯摘录
SLG2026-04-16
SL Green Realty · Q1 FY2026 call record电话会记录
“We increased in our press release last night our year-end same-store occupancy target from 94.8% to 95%.”
Matt DiLiberto12 receipted excerpts条可追溯摘录
SCHW2026-04-16
Charles Schwab Corporation · Q1 FY2026 call record电话会记录
“Record quarterly revenue, combined with balanced expense management, resulted in an adjusted pre-tax profit margin of 51.4%, and Q1 adjusted earnings per share reached a record $1.43, a year-over-year increase of 38%.”
Mike Verdeschi12 receipted excerpts条可追溯摘录
PLD2026-04-16
Prologis · Q1 FY2026 call record电话会记录
“Barring an economic slowdown, we expect growth to continue, although it may be uneven quarter-to-quarter as conditions firm.”
Tim Arndt12 receipted excerpts条可追溯摘录
PEP2026-04-16
PepsiCo · Q1 FY2026 call record电话会记录
“Now, if you think about 2% volume growth, about 4% unit growth, we have increased 300 million occasions in Q1 in the food business, 300 million new occasions to our business compared to Q1 of last year.”
Ramon Laguarta12 receipted excerpts条可追溯摘录
PAPL2026-04-16
PAPL · Q2 FY2026 call record电话会记录
“To date, we've implemented over CAD 1.5 million in annualized cost savings with line of sight to around CAD 2.5 million later this calendar quarter, which will take us to break even on a cash flow and operating basis going forward.”
Anthony Georgiades12 receipted excerpts条可追溯摘录
NXXT2026-04-16
NXXT · Q4 FY2025 call record电话会记录
“Yet they represent a company that generated $88.8 million in revenue and $6.9 million in gross profit in its first full year as a combined entity.”
Joel Kleiner12 receipted excerpts条可追溯摘录
NFLX2026-04-16
Netflix · Q1 FY2026 call record电话会记录
“That's revenue growth of 12%-14%, operating margin at 31.5%.”
Greg Peters12 receipted excerpts条可追溯摘录
MAN2026-04-16
ManpowerGroup · Q1 FY2026 call record电话会记录
“Working from our guidance midpoint of $0.50, our results included a slightly lower operational performance of $0.02, a slightly lower tax rate, which had a positive $0.01 impact, a foreign currency impact that was $0.01 worse, and improved interest and other expenses, which was $0.03 better than our guidance.”
Jack McGinnis12 receipted excerpts条可追溯摘录
KEY2026-04-16
KeyCorp · Q1 FY2026 call record电话会记录
“Taxable equivalent NII was up 1% and net interest margin increased 5 basis points from the prior quarter to 2.87%.”
Clark Khayat12 receipted excerpts条可追溯摘录
IIIN2026-04-16
Insteel Industries Inc · Q2 FY2026 call record电话会记录
“Sequentially, gross profit declined $1.6 million, and gross margin contracted by 170 basis points as the slowdown in shipments delayed the tailwinds of recent price increases and extended the lag between raw material cost increases and realized pricing.”
Scot Jafroodi12 receipted excerpts条可追溯摘录
HOMB2026-04-16
Home BancShares · Q1 FY2026 call record电话会记录
“It sounds like that maybe got pushed back a little bit, but just your kind of outlook for growth is still mid-single digit type of growth this year with the puts and takes of the payoffs and the pipeline you've got?”
Brian Martin12 receipted excerpts条可追溯摘录
GSBC2026-04-16
GSBC · Q1 FY2026 call record电话会记录
“I guess, with regards to the margin, obviously, I think you quantified 3 or 4 basis point-impacts from the interest payments this quarter.”
Damon DelMonte12 receipted excerpts条可追溯摘录
CFG2026-04-16
Citizens Financial Group · Q1 FY2026 call record电话会记录
“Given everything that you've said about a record first quarter in capital markets and very full pipelines, picking up new mandates while some of these deals were pushed into closing in the second quarter or launching in the second quarter, it sounds like we should still subscribe to the 6%-8% fee outlook growth for 2026?”
Erika Najarian12 receipted excerpts条可追溯摘录
BNY2026-04-16
BNY Mellon · Q1 FY2026 call record电话会记录
“Segment expenses of $1.6 billion were up 5% year-over-year, primarily driven by higher investments and revenue-related expenses, the unfavorable impact of the weaker dollar, and employee merit increases, partially offset by efficiency savings.”
Dermot McDonogh12 receipted excerpts条可追溯摘录
ABT2026-04-16
Abbott Laboratories · Q1 FY2026 call record电话会记录
“Compared to our previous full-year adjusted earnings per share guidance range midpoint of $5.68, our new guidance range midpoint of $5.48 reflects $0.20 of dilution related to the Exact Sciences acquisition, consistent with our assumption at the time of the announced transaction.”
Philip Boudreau12 receipted excerpts条可追溯摘录
PNC2026-04-15
PNC Financial Services · Q1 FY2026 call record电话会记录
“As Bill just mentioned, during the first quarter, we successfully completed our acquisition of FirstBank, and as a result, our overall balance sheet growth includes the impact of the acquisition, which represented $15 billion in loans and $22 billion in deposits.”
Rob Reilly12 receipted excerpts条可追溯摘录
MTB2026-04-15
M&T Bank · Q1 FY2026 call record电话会记录
“Commercial mortgage banking decreased $12 million to $38 million, driven by lower volumes compared to the fourth quarter.”
Daryl Bible12 receipted excerpts条可追溯摘录
MS2026-04-15
Morgan Stanley · Q1 FY2026 call record电话会记录
“As we think about the pre-tax margin of 30% in a quarter where Wealth comp had some upward pressure, should we think about the low 30s as sort of a high level where you can sustain?”
Erika Najarian12 receipted excerpts条可追溯摘录
JBHT2026-04-15
J.B. Hunt · Q1 FY2026 call record电话会记录
“To put this in context, our revenue increased 23% on 19% load growth, but our gross profit declined 5%, primarily due to the higher purchased transportation rates.”
Nick Hobbs12 receipted excerpts条可追溯摘录
FHN2026-04-15
First Horizon · Q1 FY2026 call record电话会记录
“We expect that discipline, along with healthy C&I demand and the strength of our markets, to drive revenue growth as the year progresses.”
Bryan Jordan12 receipted excerpts条可追溯摘录
EQBK2026-04-15
Equity Bancshares Inc · Q1 FY2026 call record电话会记录
“We continue to expect full-year results consistent with our outlook in the slide deck, including margin in the 420-435 range with periodic variability tied to purchase accounting.”
Chris Navratil12 receipted excerpts条可追溯摘录
WFC2026-04-14
Wells Fargo · Q1 FY2026 call record电话会记录
“We saw continued positive impacts from the investments we've been making, with diluted earnings per share increasing 15%, revenue increasing 6%, loans growing 11%, and deposits up 7% compared to a year ago.”
Charlie Scharf12 receipted excerpts条可追溯摘录
SURG2026-04-14
SURG · Q4 FY2025 call record电话会记录
“We have multiple independent revenue streams, we have an established retail footprint of more than 9,000 locations, we have a customer acquisition engine through programbenefits.com, and we have additional monetization layers, including wholesale and in-store media platforms.”
Brian Cox12 receipted excerpts条可追溯摘录
MAMA2026-04-14
Mama's Creations Inc · Q4 FY2026 call record电话会记录
“The fourth quarter gross margin was impacted by the continued ramp of the Crown 1 facility, while the improvement in full-year gross margin reflects the operational efficiencies, procurement optimization, and stabilized commodity costs across the platform.”
Anthony Gruber12 receipted excerpts条可追溯摘录
LFS2026-04-14
LFS · Q4 FY2025 call record电话会记录
“While revenue achieved double-digit growth of 13.5% to $74.8 million, please note that gross profit rose by 17.6% and income from operations increased by 20.7% to $4.0 million.”
Rei Yamamoto12 receipted excerpts条可追溯摘录
KMX2026-04-14
CarMax, Inc. · Q4 FY2026 call record电话会记录
“Wholesale vehicle margin of $115 million decreased by 7% from a year ago, with lower wholesale gross profit per unit of $940, a decline of $105 per unit, partially offset by higher volume.”
Enrique Mayor-Mora12 receipted excerpts条可追溯摘录
JPM2026-04-14
JPMorgan Chase · Q1 FY2026 call record电话会记录
“Revenue of $50.5 billion was up 10% year-on-year, primarily driven by higher markets revenue, higher asset management and investment banking fees, and higher NII driven by the impact of balance sheet growth, predominantly offset by the impact of lower rates.”
Jeremy Barnum12 receipted excerpts条可追溯摘录
JNJ2026-04-14
Johnson & Johnson · Q1 FY2026 call record电话会记录
“Innovative Medicine margin declined from 42.5%-39.7%, primarily driven by heavier investment in new launches early in the year, unfavorable product mix, and certain favorable one-time items recorded in 2025, partially offset by favorable translational currency.”
Darren Snellgrove12 receipted excerpts条可追溯摘录
HOVR2026-04-14
HOVR · Q3 FY2026 call record电话会记录
“We expect as we complete the full-scale aircraft for the next several quarters, much like the few advanced air mobility peers that have achieved that milestone, there's going to be significantly increased interest from the investment community, as well as manufacturing partners and government bodies.”
Brian Merker12 receipted excerpts条可追溯摘录
GLOO2026-04-14
GLOO · Q4 FY2025 call record电话会记录
“For the quarter, we expect Adjusted EBITDA loss to narrow to -$12 million, representing more than $6 million of sequential improvement as we grow revenue, improve cost of revenue, and continue to aggressively manage operating expenses.”
Paul Seamon12 receipted excerpts条可追溯摘录
FBK2026-04-14
FB Financial Corp. · Q1 FY2026 call record电话会记录
“As we move deeper into 2026, we expect some additional pressure on margin as competitive dynamics remain elevated and we continue to pursue targeted growth opportunities in our market.”
Michael Mettee12 receipted excerpts条可追溯摘录
C2026-04-14
Citigroup · Q1 FY2026 call record电话会记录
“Cost of credit was $132 million, consisting of a net ACL build of $126 million, reflecting the increased uncertainty in the macroeconomic outlook and exposure growth, largely offset by refinements to loss assumptions.”
Gonzalo Luchetti12 receipted excerpts条可追溯摘录
ALOT2026-04-14
ALOT · Q4 FY2026 call record电话会记录
“In Aerospace, we anticipated measured top line growth supported by rising aircraft utilization and favorable shift in product mix and the expiration of a major royalty obligation in the third quarter of fiscal 2027, which will provide an approximate $2 million annualized contribution to gross profit beginning in the fourth quarter.”
Jorik Ittmann12 receipted excerpts条可追溯摘录
ACI2026-04-14
Albertsons · Q4 FY2025 call record电话会记录
“ID sales in Q4 increased 0.7%, net of approximately 145 basis points of pharmacy-related headwinds versus the expectation we provided in our Q3 outlook of approximately 65 to 70 basis points.”
Sharon McCollam12 receipted excerpts条可追溯摘录
ACI2026-04-14
Albertsons · Q4 FY2026 call record电话会记录
“Identical-store sales in Q4 increased 0.7%, net of approximately 145 basis points of pharmacy-related headwinds, versus the expectation we provided in our Q3 outlook of approximately 65 basis points-70 basis points.”
Sharon McCollam12 receipted excerpts条可追溯摘录
GS2026-04-13
Goldman Sachs · Q1 FY2026 call record电话会记录
“I would love some color around how you think this actually coming home to impacting your growth outlook and if anything on credit that you're particularly watching out for.”
Ebrahim Poonawala12 receipted excerpts条可追溯摘录
FAST2026-04-13
Fastenal · Q1 FY2026 call record电话会记录
“Interestingly enough, even though manufacturing is 75% of our revenue, from a percentage standpoint, we're actually seeing stronger growth in the non-manufacturing from the pure number of customers doing $50,000+, because while the company might have grown at 16%, our non-manufacturing customers grew at 25%.”
Dan Florness12 receipted excerpts条可追溯摘录
ASPI2026-04-13
ASP Isotopes Inc · Q4 FY2025 call record电话会记录
“It delivered greater than 40% revenue growth in 2025, is targeting $10 million in 2026.”
Paul Mann12 receipted excerpts条可追溯摘录
LOT2026-04-10
LOT · Q4 FY2025 call record电话会记录
“Sales of goods fell 48% year-over-year to $463 million, driven by lower sales volume, while services revenue surged 69% year-over-year to $56 million, primarily due to the R&D service revenue.”
Daxue Wang12 receipted excerpts条可追溯摘录
WDFC2026-04-09
WD-40 Company · Q2 FY2026 call record电话会记录
“In the event we are unsuccessful in the divestiture of the Americas homecare and cleaning brands, our guidance would be positively impacted by approximately $12.5 million in net sales, $3.6 million in operating income, and $0.20 in diluted EPS on a full year basis.”
Sara Hyzer12 receipted excerpts条可追溯摘录
SMPL2026-04-09
Simply Good Foods Company · Q2 FY2026 call record电话会记录
“Our fiscal year 2026 guidance now calls for net sales in the range of $1.31 billion-$1.35 billion and adjusted EBITDA of $217 billion-$225 million.”
Joe Scalzo12 receipted excerpts条可追溯摘录
SLP2026-04-09
Simulations Plus Inc · Q2 FY2026 call record电话会记录
“For the third quarter of 2026, we anticipate revenue to be between $20 million-$22 million, adjusted EBITDA margin of 27%-33%, and adjusted diluted EPS between $0.20-$0.27.”
Will Frederick12 receipted excerpts条可追溯摘录
PSMT2026-04-09
PriceSmart · Q2 FY2026 call record电话会记录
“Our Central America segment contributed approximately 280 basis points of positive impact to the growth in total consolidated comparable net merchandise sales for the Q2.”
David Price12 receipted excerpts条可追溯摘录
NEOG2026-04-09
Neogen · Q3 FY2026 call record电话会记录
“Just maybe walk us through, help us think of what things impacting the Q4 profitability implied in guidance are transient, which ones are going to linger into fiscal 2027, so we can understand to what degree this Q4 EBITDA number is a good jumping point we should use as we build our model going forward into fiscal 2027.”
Brandon Vazquez12 receipted excerpts条可追溯摘录
BYRN2026-04-09
BYRNA TECHNOLOGI · Q1 FY2026 call record电话会记录
“Gross profit for Q1 2026 was $17.4 million or 60% of net revenue, compared to $15.9 million or 61% of net revenue for Q1 2025.”
Lauri Kearnes12 receipted excerpts条可追溯摘录
BEEM2026-04-09
BEEM · Q4 FY2025 call record电话会记录
“That means that our unit economics, which are over 40% gross margin, improved to such an extent that we were able to absorb the negative impact of increased fixed overhead allocations and still come up with almost 2% increase in gross margin from the prior year.”
Desmond Wheatley12 receipted excerpts条可追溯摘录
BB2026-04-09
BLACKBERRY LTD · Q4 FY2026 call record电话会记录
“QNX is positioned to be a critical enabler for physical AI where there is 0 margin for error and learnings from our leadership position in demanding automotive environments serve as a perfect blueprint.”
John Giamatteo12 receipted excerpts条可追溯摘录
AMPG2026-04-09
AMPG · Q4 FY2025 call record电话会记录
“Our 165% revenue growth in 2025 was driven by a combination of a stronger demand for our core LNA and LNB products, expansion of our 5G product lines, recovering Asian markets within the Spectrum division and increased demand from telecom and satellite communications customers.”
Jorge Flores12 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。