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。
75 call records 份电话会记录
75 tickers 个代码
900 exact facts 条精确事实
1709 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 a451 facts across条事实，覆盖 46 tickers个代码
-9.1 pp
performance384 facts across条事实，覆盖 75 tickers个代码
-0.7 pp
demand297 facts across条事实，覆盖 72 tickers个代码
+3.4 pp
guidance219 facts across条事实，覆盖 75 tickers个代码
+0.2 pp
margins169 facts across条事实，覆盖 59 tickers个代码
-5.6 pp
risks130 facts across条事实，覆盖 56 tickers个代码
-1.7 pp
segment changes125 facts across条事实，覆盖 53 tickers个代码
-1.6 pp
capital allocation123 facts across条事实，覆盖 52 tickers个代码
-3.5 pp
management commitments69 facts across条事实，覆盖 43 tickers个代码
-0.6 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。
EPAC
Enerpac Tool Group · Q2 FY2026
“Within our services business, which represented approximately 20% of the IT&S segment in fiscal 2025, we took decisive action to address a market slowdown in the EMEA region that has weighed on overall growth and profitability.”
Paul Sternlieb
claim_26f1d2cd617d3451799785907926146cBRZE
Braze Inc · Q4 FY2026
“Including the cash impact of capitalized costs, free cash flow in the quarter was $14,000,000 compared to $15,000,000 in the prior year quarter, and as we have noted in the past, we expect our free cash flow to continue to fluctuate from quarter to quarter given the timing of customer and vendor payments.”
Isabelle Winkles
claim_883dfecb8d861e55ae82d9baf3f4ab91FUL
H.B. Fuller Company · Q1 FY2026
“From a profitability perspective, EBITDA of $119,000,000, which was at the higher end of our guidance range, increased 4% year on year, and EBITDA margin expanded 90 basis points to 15.4%.”
Celeste Mastin
claim_e27303c937f31fbccf0b2d097662f00eMLKN
MillerKnoll, Inc. · Q3 FY2026
“On an adjusted basis, margin was 2.8%, down 340 basis points year over year, primarily due to a freight benefit in the prior year, targeted promotional actions to offset adverse weather in the quarter, and the impact from opening new stores.”
Kevin Veltman
claim_fa1ddb3cff2ce4e84722cebb96d539d5WGO
Winnebago Industries, Inc. · Q2 FY2026
“Segment operating income margin of 4.2% for the second quarter of fiscal 2026 was down 20 basis points from prior year, primarily due to volume deleverage and product mix, largely offset by selective price adjustments and cost containment initiatives.”
Bryan Hughes
claim_e334a5ce6d7f0db9acaed71bcfd47dffWS
Worthington Steel · Q3 FY2026
“Toll processing volumes declined 22% year over year, due to a combination of closing our Cleveland-area Worthington Samuel coil processing facility in fiscal 2025 and near-term demand headwinds.”
Timothy Adams
claim_b27b64d32eff69f73a7ffbe9d122b0f5YQ
YQ · Q4 FY2025
“Cost of revenues for the fourth quarter of 2025 was RMB 21.0 million, USD 3.0 million, representing a year-over-year decrease of 13.6% and from RMB 24.3 million in the fourth quarter of 2024, which was mainly due to the fewer district level project deliveries for our teaching and learning SaaS offerings as a result of a new -- as a result of growing proportion of recurring revenue and the subscription model that requires fewer hardware and software deliveries.”
Lara Zhao
claim_a3cc053cae0bea9c283c6840ff8d52e3CDLR
CDLR · Q4 FY2025
“If we first look at the last 3 months of the year, Q4 '25, very, very strong quarter, EUR 167 million in revenue, an increase of EUR 82 million compared to Q4 '25, '24 and with the adjusted utilization of 87% cost of sales is, of course, going up with the delivered vessels.”
Peter Hansen
claim_9900b4fc171500639ee6d79b6c4e0619SNWV
SNWV · Q4 FY2025
“For the full year, revenue grew 35% to $44.1 million, supported by a 24% increase in consumables volume and a 67% increase in system sales.”
Peter Sorensen
claim_3c483876dd4cf2e8168f6d536100e018DOO
DOO · Q4 FY2026
“Assuming demand continues to track with our plan and incorporating the impact of the recent increases in oil, energy, and commodity prices for the full year, we expect to deliver results in the upper half of our guidance range with normalized EPS of CAD 6-CAD 6.50, representing a 15%-25% growth over fiscal 2026.”
Sébastien Martel
claim_4749c384ee2fdfcb6aa4e9e61ee7b950LOVE
LOVESAC CO/THE · Q4 FY2026
“Gross margin decreased 230 basis points to 58.1% of net sales in the fourth quarter versus 60.4% in the prior year period, primarily driven by increases of 300 basis points in inbound transportation costs and tariffs and 90 basis points in outbound transportation and warehousing costs, partially offset by an increase of 160 basis points in product margin, which is driven by price increases, cost reduction initiatives, and concessions from our vendors in response to changes in the tariff environment, partially offset by higher promotional discounting.”
Keith Siegner
claim_562c590b6f1d3f31c226258ef6a4b7f1VERI
VERI · Q4 FY2025
“In exchange, we received certain intangible rights and direct and preferred access to a significant number of customers who control a variety of digital data sets for future use in VDR and AI model training at a fixed revenue share of 50% which is a significant improvement over our current margin on VDR today.”
Ryan Steelberg
claim_886798fd4cc12b5c1861ca7074254f42