Weekly earnings intelligence每周财报情报
The week in management language.管理层表述中的这一周。
A deterministic cross-call brief built from exact, receipt-bound transcript excerpts. Category movement is a count of admitted evidence—not sentiment, opportunity rank, or a generated market call.基于精确、可追溯电话会摘录构建的确定性跨电话会简报。类别变化是准入证据的计数——不是情绪、机会排名或生成式市场判断。
96 call records 份电话会记录
91 tickers 个代码
1148 exact facts 条精确事实
2334 numeric receipts 个数值回执
0 model calls 次模型调用
Cross-call pulse跨电话会脉冲
What management discussed most.管理层讨论最多的内容。
Counts use exact fact tags from admitted records. Week-over-week deltas compare each category’s share of all exact facts.计数使用准入记录中的精确事实标签。周环比变化比较各类别在全部精确事实中的占比。
q and a680 facts across条事实，覆盖 64 tickers个代码
+8.5 pp
performance498 facts across条事实，覆盖 91 tickers个代码
+0.7 pp
demand340 facts across条事实，覆盖 85 tickers个代码
-0.6 pp
margins280 facts across条事实，覆盖 79 tickers个代码
+2.1 pp
guidance277 facts across条事实，覆盖 89 tickers个代码
-0.6 pp
capital allocation197 facts across条事实，覆盖 71 tickers个代码
-0.1 pp
risks185 facts across条事实，覆盖 72 tickers个代码
-1.7 pp
segment changes178 facts across条事实，覆盖 68 tickers个代码
+0.4 pp
management commitments95 facts across条事实，覆盖 52 tickers个代码
+3.0 pp
Evidence desk证据台
Calls worth opening.值得打开的电话会。
Editorial relevance favors evidence breadth and numeric density. It does not rank investment opportunity.编辑相关性偏向证据广度和数值密度，不对投资机会进行排名。
ARCO
ARCOS DORADOS-A · Q4 FY2025
“And to answer that, I have to go a few steps into 2025, where the market had a very challenging year, with industry volumes down mid- to high-single digits versus 2024, and this happened since the first quarter of the year, with the additional pressure of the increase in beef costs that somehow made us make an adjustment in our strategy.”
Luis Raganato
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GETY · Q4 FY2025
“Excluding the impact of the two large deals and other timing elements, Q4 and full-year revenue would have been down 0.7%, or 2.1% currency neutral, and down 1.4%, or 2.0% currency neutral, respectively.”
Jennifer Leyden
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CALERES INC · Q4 FY2025
“Brand Portfolio gross margin declined 170 basis points to 42%, primarily reflecting a 160 basis point impact from tariffs.”
Dan Carpel
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CALERES INC · Q4 FY2026
“Brand portfolio gross margin declined 170 basis points to 42%, primarily reflecting a 160 basis point impact from tariffs.”
Dan Karpel
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Academy Sports + Outdoors · Q4 FY2026
“While we expect the macroeconomic backdrop to be challenging for the lower- and middle-income consumer, we believe that there are a combination of external factors, coupled with our internal initiatives, should allow us to grow top-line sales 2%-5%, while also driving margin expansion and earnings per share growth in 2026.”
Steve Lawrence
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Micron Technology · Q2 FY2026
“We expect fiscal Q3 revenue to be a record $33,500,000,000, plus or minus $750,000,000, gross margin to be approximately 81%, and operating expenses to be approximately $1,400,000,000.”
Mark Murphy
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SPIR · Q4 FY2025
“To summarize the financial picture on a non-GAAP ex maritime basis, Spire delivered 44% Q4 revenue growth, expanded non-GAAP gross margins by five percentage points and improved operating cash flow by 78% and enters 2026 guiding to 50% midpoint core revenue growth with a debt-free balance sheet and a path towards profitability.”
Alison Engel
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UP FINTECH H-ADR · Q4 FY2025
“Regarding cost, interest expense was $19 million, increased by 14% from same quarter last year due to the increase in margin financing and securities lending activities.”
John Zeng
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TITAN MACHINERY · Q4 FY2026
“Equipment margins in the fiscal 2026 fourth quarter continued to face pressure from softer retail demand and remaining aged inventory; however, margins have improved as inventory has returned toward healthier levels.”
Bo Larsen
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BOBS · Q4 FY2025
“In addition, our outlook incorporates pre-opening costs of $23 million-$24 million, reflecting the potential strategic acceleration of a handful of store openings into early 2027, and a 53rd week impact, which we expect to contribute approximately $40 million in net revenue and $5 million in adjusted EBITDA.”
Carl Lukach
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Macy's · Q4 FY2026
“We expect tariffs to negatively impact EPS by roughly $0.05-$0.10 and gross margin rate by roughly 40 basis points-60 basis points.”
Tom Edwards
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Docusign · Q4 FY2026
“For fiscal 2026, non-GAAP gross margin was 82.0%, down 20 basis points on a year-over-year basis a better result than the anticipated full percentage point of headwind in our initial fiscal 2026 guidance as higher revenue partially offset the cloud migration impact.”
Blake Grayson
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