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。
56 call records 份电话会记录
56 tickers 个代码
672 exact facts 条精确事实
1283 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 a474 facts across条事实，覆盖 49 tickers个代码
+8.4 pp
performance290 facts across条事实，覆盖 56 tickers个代码
+0.0 pp
demand211 facts across条事实，覆盖 54 tickers个代码
-0.7 pp
margins168 facts across条事实，覆盖 55 tickers个代码
+3.4 pp
guidance166 facts across条事实，覆盖 56 tickers个代码
+1.3 pp
segment changes144 facts across条事实，覆盖 45 tickers个代码
+2.3 pp
risks139 facts across条事实，覆盖 46 tickers个代码
+3.7 pp
capital allocation116 facts across条事实，覆盖 46 tickers个代码
+0.3 pp
management commitments32 facts across条事实，覆盖 20 tickers个代码
-0.5 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。
DCI
Donaldson Company · Q3 FY2026
“We exited the quarter with robust order volumes, elevated backlogs, and focused execution, giving us confidence in delivering on our record organic guidance ranges, inclusive of record sales of over $3.8 billion or a 4% increase over prior year, driven by growth in several key high-margin businesses, operating margin expansion versus 2025, earnings per share roughly 8% above prior year, and free cash flow conversion of approximately 90%, important as we remain committed to returning value to our shareholders.”
Richard Lewis
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ABM Industries, Inc. · Q2 FY2026
“As a reminder, we expect free cash flow of approximately $250 million in 2026 before the impact of transformation and integration costs, the final RavenVolt earn-out, and any incremental restructuring.”
David Orr
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PVH Corp. · Q1 FY2027
“With respect to tariff rates, there continues to be uncertainty, and our assumption of a full-year blended rate of approximately 15% is unchanged, as is our expectation of an approximately $195 million gross tariff cost in EBIT, or an approximately 215 basis points unfavorable impact to operating margin, which we will partly offset with our planned mitigation actions.”
Melissa Stone
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Quanex Building Products Corporation · Q2 FY2026
“The decrease in adjusted earnings for the second quarter of 2026 compared to the second quarter of 2025 was mainly due to reduced operating leverage from lower volumes related to ongoing macroeconomic uncertainty, combined with weak consumer confidence, tariff-related costs, and inflationary pressures.”
Scott Zuehlke
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WLTH · Q1 FY2027
“Therefore, this quarter and going forward, we will be presenting free cash flow adjusted for this change in direct deposit receivables in combination with the change in funded instant withdrawal receivables, given that both activities have no impact to our cash profitability but will continue to impact quarter-end figures simply due to timing.”
Alan Imberman
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Brown–Forman · Q4 FY2026
“During his 22-year career at Whirlpool, Jim led the company through complex global cycles and navigated margin pressures and volatile global consumer demand.”
Lawson Whiting
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DSGX · Q1 FY2027
“Removing the impact of both the recent acquisitions as well as a positive impact from changes in FX rates, we would estimate that our growth in services revenue from new and existing customers, that is our organic growth, would have been just over 9% this quarter when compared to the same quarter last year, and this is up from approximately 8% organic growth in Q4.”
Ed Gardner
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ZUMIEZ INC · Q1 FY2027
“With respect to our outlook for the second quarter of fiscal 2026, I want to remind everyone that formulating our guidance involves some inherent uncertainty and complexity in estimated sales, product margin, and earnings growth given the variety of internal and external factors that impact our performance.”
Chris Work
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GITLAB INC-CL A · Q1 FY2027
“Revenue of $264 million, growth of 23%, operating profit of $38 million at a 14% non-GAAP operating margin, and 1,519 customers paying us more than $100,000 a year, up 18% year-over-year.”
Bill Staples
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NTSK · Q1 FY2027
“Gross margin of approximately 77%, operating margin of approximately -9.5% to -10%, net loss per share of $0.18 using approximately 415 million weighted average common shares outstanding, and positive free cash flow margin in the range of 2%-4%.”
Drew Del Matto
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CITI TRENDS INC · Q1 FY2027
“We now expect adjusted SG&A leverage in the range of 140-160 basis points versus fiscal 2025, higher than previous outlook of 70-100 basis points of leverage due to the impact of higher sales as well as ongoing disciplined expense control.”
Heather Plutino
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Cooper Companies (The) · Q2 FY2026
“The Americas grew 7%, supported by continued strength in premium lenses, while EMEA increased 6%, fueled by strong demand for MyDay and MiSight, further reinforcing our number one position in that region for both revenue and wearers.”
Albert White
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