Earnings call record财报电话会记录

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

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

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6702 admitted call records 份准入电话会记录 31809 ingested packets 份已摄取数据包 25107 held by evidence policy 份因证据策略暂缓 3196 tickers 个代码 0 model calls in this publication 次模型调用 RSS
Weekly intelligence每周情报

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

649 verified call records份已核验电话会记录 · 7788 exact facts条精确事实 · 2026-10-26 → 2026-11-01

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 6337–6432 of 6702.显示第 6337–6432 条，共 6702 条。

HDB2026-04-18

HDB · Q4 FY2026 call record电话会记录

performancedemandcapital allocation
“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

performancecapital allocationq and a
“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

guidancecapital allocationq and a
“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

performanceq and amargins
“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
PSNY2026-04-17

PSNY · Q4 FY2025 call record电话会记录

guidanceperformanceq and a
“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

riskssegment changescapital allocation
“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

performancemarginscapital allocation
“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

performanceq and amanagement commitments
“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

marginssegment changesguidance
“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
BMI2026-04-17

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

performanceq and arisks
“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

capital allocationperformancedemand
“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

demandrisksq and a
“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

performancemarginsguidance
“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

performanceq and asegment changes
“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

guidanceperformancecapital allocation
“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
SCHW2026-04-16

Charles Schwab Corporation · Q1 FY2026 call record电话会记录

risksmanagement commitmentsperformance
“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

risksq and ademand
“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

riskssegment changesq and a
“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

demandriskssegment changes
“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

guidancemarginsdemand
“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
MAN2026-04-16

ManpowerGroup · Q1 FY2026 call record电话会记录

guidanceperformanceq and a
“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

marginsq and acapital allocation
“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

demandsegment changesperformance
“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

performancecapital allocationrisks
“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
CFG2026-04-16

Citizens Financial Group · Q1 FY2026 call record电话会记录

performancemarginsq and a
“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

performancemarginsq and a
“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

risksq and aguidance
“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

demandrisksq and a
“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

demandcapital allocationmargins
“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

performanceriskssegment changes
“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

performancemarginsrisks
“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

marginsriskssegment changes
“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

demandq and aperformance
“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

performanceriskssegment changes
“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

guidanceperformanceq and a
“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

performancecapital allocationguidance
“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

performancemarginsmanagement commitments
“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

risksq and ademand
“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

performancerisksdemand
“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

risksq and aguidance
“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

risksq and asegment changes
“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

capital allocationq and amargins
“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

demandsegment changesperformance
“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

performancesegment changesq and a
“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

performancedemandguidance
“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 FY2026 call record电话会记录

performanceriskscapital allocation
“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
ACI2026-04-14

Albertsons · Q4 FY2025 call record电话会记录

performanceriskscapital allocation
“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
GS2026-04-13

Goldman Sachs · Q1 FY2026 call record电话会记录

performancecapital allocationrisks
“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

performancedemandq and a
“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
LOT2026-04-10

LOT · Q4 FY2025 call record电话会记录

guidanceperformanceq and a
“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

performancesegment changesq and a
“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
SLP2026-04-09

Simulations Plus Inc · Q2 FY2026 call record电话会记录

guidanceperformancesegment changes
“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

segment changesrisksperformance
“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

risksq and ademand
“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
BEEM2026-04-09

BEEM · Q4 FY2025 call record电话会记录

demandsegment changesq and a
“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

guidanceperformancedemand
“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

guidanceperformancemargins
“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
INFQ2026-04-08

INFQ · Q4 FY2025 call record电话会记录

demandq and aperformance
“Within the sales guidance for 2026, how should we think about the balance between products and service revenues and the gross margin, either from that perspective or overall for 2026?”
Tyler Anderson12 receipted excerpts条可追溯摘录
EVO2026-04-08

EVO · Q4 FY2025 call record电话会记录

performancedemandcapital allocation
“As a result, the full-year revenue decline was primarily driven by lower revenues in our DMPD segment, where revenues declined by EUR 27.3 million or 16.6% to EUR 137.1 million for the fourth quarter and by EUR 82.5 million or 13.5% to EUR 528.9 million for the full-year compared to the prior period.”
Paul Hitchin12 receipted excerpts条可追溯摘录
DAL2026-04-08

Delta Air Lines · Q1 FY2026 call record电话会记录

performancecapital allocationguidance
“Based on current demand trends, we expect low-teens revenue growth in the June quarter, recapturing 40% to 50% of the more than $2 billion of fuel headwind in the quarter.”
Ed Bastian12 receipted excerpts条可追溯摘录
SCZM2026-04-07

SCZM · Q4 FY2025 call record电话会记录

guidancerisksperformance
“That timing difference had an approximate impact of around, let's say, $16 million-$20 million on revenue.”
Andrés Bedregal12 receipted excerpts条可追溯摘录
PXED2026-04-07

PXED · Q2 FY2026 call record电话会记录

risksq and aperformance
“Adjusted EBITDA margin for the first six months increased from 21.4% in the prior year to 22.7% in the current year, representing a 130 basis point improvement.”
Blair Westblom12 receipted excerpts条可追溯摘录
LEVI2026-04-07

LEVI STRAUSS-A · Q1 FY2026 call record电话会记录

performancedemandq and a
“While this has not been incorporated into our guidance, if the 10% tariffs currently being charged stay in place for the rest of this fiscal year, we believe there could be an incremental benefit to our current outlook of approximately $35 million to COGS and $0.07 to EPS.”
Harmit Singh12 receipted excerpts条可追溯摘录
KRUS2026-04-07

Kura Sushi USA Inc · Q2 FY2026 call record电话会记录

risksperformancedemand
“Total sales for the fiscal second quarter were $80 million, representing comparable sales growth of 8.6%, with 4.3% from positive traffic and 4.3% from price and mix.”
Hajime Uba12 receipted excerpts条可追溯摘录
IQST2026-04-07

IQST · Q4 FY2025 call record电话会记录

guidanceperformanceq and a
“SMS traffic increased from 13.9 billion-17.4 billion messages, representing 25.18% growth, reinforcing our focus on higher margin services.”
Leandro Iglesias12 receipted excerpts条可追溯摘录
AEHR2026-04-07

Aehr Test Systems · Q3 FY2026 call record电话会记录

demandriskssegment changes
“While we did not provide quarterly guidance, our third quarter revenue of $10.3 million was in line with internal expectations due to delayed orders.”
Chris Siu12 receipted excerpts条可追溯摘录
PRPO2026-04-02

PRPO · Q4 FY2025 call record电话会记录

risksperformancemargins
“Overall gross margin improved year over year from 41% in 2024 to 45% in 2025, primarily driven by higher case volumes in our Pathology Services division, a more favorable case mix towards higher-margin tests, and continued improvement of operational efficiency.”
Ilan Danieli12 receipted excerpts条可追溯摘录
LNN2026-04-02

Lindsay Corporation · Q2 FY2026 call record电话会记录

demandsegment changesrisks
“Operating income for the second quarter was $13 million compared to $32.1 million in the prior year, and operating margin was 8.3% of sales compared to 17.2% of sales last year.”
Sam Hinrichsen12 receipted excerpts条可追溯摘录
AYI2026-04-02

Acuity Brands · Q2 FY2026 call record电话会记录

demandguidanceperformance
“I don't think anyone would have expected ABL gross margins to be up 70 basis points year-on-year despite volume declines and a lot of the very clear tariff pressure in the market.”
Christopher Snyder12 receipted excerpts条可追溯摘录
TLRY2026-04-01

TLRY · Q3 FY2026 call record电话会记录

guidanceperformancesegment changes
“In the third quarter and consecutively from Q2 to Q3, we delivered record results with net revenue reaching $207 million, reflecting 11% organic growth year-over-year, and gross profit increasing to $55 million, up 6% from the prior year, despite ongoing industry and macroeconomic headwinds.”
Irwin Simon12 receipted excerpts条可追溯摘录
PVH2026-04-01

PVH Corp. · Q4 FY2026 call record电话会记录

guidancemarginsrisks
“We expect full-year operating margin will be approximately 8.8%, in line with 2025, and up excluding the impact of tariffs in each year as we drive operational growth margin improvements and annualize our Growth Driver Five cost savings, some of which we will reinvest in the business, particularly in marketing.”
Melissa Stone12 receipted excerpts条可追溯摘录
PENG2026-04-01

Penguin Solutions, Inc. · Q2 FY2026 call record电话会记录

performancesegment changesdemand
“The combined effect of these two assumptions in our FY 2026 outlook remains approximately a 14 percentage point unfavorable year-over-year impact to our total company net sales growth and approximately a 30 percentage point unfavorable impact to Advanced Computing.”
Nate Olmstead12 receipted excerpts条可追溯摘录
ONFO2026-04-01

ONFO · Q4 FY2025 call record电话会记录

guidanceperformancecapital allocation
“That growth was driven primarily by the full year contribution of Eastern Standard, which we acquired in Q4 2024 and contributed approximately $3.3 million in 2025 revenue, as well as a contribution of approximately $91,000 from ddsrank.com.”
Adam Trainor12 receipted excerpts条可追溯摘录
NG2026-04-01

Novagold Resources Inc · Q1 FY2026 call record电话会记录

performanceguidancemanagement commitments
“When it pulled back to 1,650, you have to fade these numbers a bit, I'm sorry, that was actually the cream of the opportunity to be able to build a position if you didn't have one, or to add on weakness in a bull market that has all the structural factors going forward.”
Thomas Kaplan12 receipted excerpts条可追溯摘录
NBTX2026-04-01

NBTX · Q4 FY2025 call record电话会记录

q and ademandcapital allocation
“The positive revenue recognized in 2025 reflects a one-time accounting impact of EUR 21.8 million associated with the amendment to a licensing agreement that we executed in March 2025.”
Bart Van Rhijn12 receipted excerpts条可追溯摘录
MSM2026-04-01

MSC Industrial Direct · Q2 FY2026 call record电话会记录

demandrisksq and a
“The range of our outlook takes into consideration our daily sales estimate for fiscal March of approximately 4% when including the anticipated headwind of 100 basis points from the timing of Good Friday.”
Greg Clark12 receipted excerpts条可追溯摘录
LW2026-04-01

Lamb Weston · Q3 FY2026 call record电话会记录

guidanceperformancedemand
“Price mix declined 7% at constant currency, reflecting the targeted investments in our customers for price and trade support that Mike mentioned earlier.”
Bernadette Madarieta12 receipted excerpts条可追溯摘录
FC2026-04-01

Franklin Covey Co · Q2 FY2026 call record电话会记录

performanceriskssegment changes
“Our revenue guidance of $265 million-$275 million is after reflecting the lower deferred revenue generated in fiscal 2025 and the conversion lag of invoiced to reported revenue in the year as a portion of the invoiced growth will go onto the balance sheet as deferred revenue.”
Jessica Betjemann12 receipted excerpts条可追溯摘录
CAG2026-04-01

CONAGRA BRANDS I · Q3 FY2026 call record电话会记录

marginsdemandcapital allocation
“First, as a reminder, believe it or not, it was all the way back at the beginning of our fiscal 2024 when we pivoted to a focus on restoring volume growth in frozen and snacks, even if it meant eating some inflation and enduring some margin compression.”
Sean Connolly12 receipted excerpts条可追溯摘录
AGPU2026-04-01

AGPU · Q4 FY2025 call record电话会记录

segment changesdemandcapital allocation
“Our compute services segment did not generate revenue in 2025, as our go-to-market pipeline was still being developed during the company's strategic transition.”
Joshua Blacher12 receipted excerpts条可追溯摘录
TE2026-03-31

T1 Energy Inc · Q4 FY2025 call record电话会记录

performancedemandq and a
“As a reminder, these contracts include a 1 GW cost plus contract and a 2 GW fixed margin contract, both which represent superior economics compared to our full-year sales mix in 2025.”
Evan Calio12 receipted excerpts条可追溯摘录
TBRG2026-03-31

TBRG · Q4 FY2025 call record电话会记录

guidanceperformancemargins
“As a result, we are not issuing formal guidance today, but we expect to achieve modest revenue growth in 2026 and anticipate approximately 200 basis points of improvement in Adjusted EBITDA margins.”
Chris Fowler12 receipted excerpts条可追溯摘录
SNX2026-03-31

TD Synnex · Q1 FY2026 call record电话会记录

demandrisksq and a
“Earlier this month, TD SYNNEX was named Palo Alto Networks FY 2025 Distributor of the Year in North America, recognizing our ability to drive above-market growth while expanding customer participation and accelerating new customer acquisition.”
Patrick Zammit12 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。