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。
14 call records 份电话会记录
14 tickers 个代码
168 exact facts 条精确事实
309 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 a91 facts across条事实，覆盖 10 tickers个代码
-10.7 pp
performance69 facts across条事实，覆盖 14 tickers个代码
+1.0 pp
demand51 facts across条事实，覆盖 13 tickers个代码
-7.9 pp
margins46 facts across条事实，覆盖 14 tickers个代码
+4.2 pp
capital allocation39 facts across条事实，覆盖 13 tickers个代码
+6.8 pp
guidance39 facts across条事实，覆盖 14 tickers个代码
+0.7 pp
risks29 facts across条事实，覆盖 13 tickers个代码
-4.6 pp
segment changes27 facts across条事实，覆盖 11 tickers个代码
-0.4 pp
management commitments15 facts across条事实，覆盖 9 tickers个代码
+2.6 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。
LZB
La-Z-Boy, Inc. · Q4 FY2026
“For our first quarter, while we continue to have a measured view of the current macro environment, we expect first quarter sales to be in the range of $490 million-$510 million, reflecting organic growth of up to 4%, which excludes acquisitions and divestitures, and adjusted operating margin in the range of 4%-5.5%.”
Taylor Luebke
claim_ecc242134619379511efcca126c64204JBL
Jabil · Q3 FY2026
“We expect core operating income to be in the range of $589 million-$649 million, which implies a core operating margin of approximately 6.4% at the midpoint.”
Greg Hebard
claim_a3131eab73b4a769ab31e02b42ed5dafKMX
CarMax, Inc. · Q1 FY2027
“In managing margins more dynamically, we lowered GPUs by less than the $300 per retail unit guidance we provided last quarter, as we balanced demand, margins, and efficiency gains in our reconditioning processes to support sales.”
Enrique Mayor-Mora
claim_23b19058f58e9d39edd276da6fb19f60KR
Kroger · Q1 FY2027
“That said, identical sales without fuel growth of 1% included a 130 basis points headwind to the total company from the Inflation Reduction Act, an additional 40 basis points headwind to the total company from the accelerating shift from brand to generic prescriptions.”
David Kennerley
claim_bf26acc656190e6b65b2be5c169237cePLAY
DAVE & BUSTER''S · Q1 FY2027
“As Tarun mentioned, we expect to generate positive comp sales in the remainder of FY 2026, leading to EBITDA growth and a steady improvement of our margin profile.”
Darin Harper
claim_13019ed2a4f7f84074168923b67d384fACN
Accenture · Q3 FY2026
“Importantly, within our range for revenue of 1%-5% for the quarter margin in EPS, we expect strong overall margin in EPS expansion for the year.”
Angie Park
claim_77f72ecb43b1bdf6bc578fcefec63b10WLY
John Wiley & Sons · Q4 FY2026
“Free cash flow of $205 million, up from $195 million, driven by expected cash earnings growth and moderated by $15 million of year one Emerald dilution, $15 million of higher CapEx, largely from new product development, restructuring costs we expect to moderate over time, and higher cash taxes.”
Craig Albright
claim_77a357d1afda6dcd46c304f9b58ebfcdSWBI
SMITH & WESSON B · Q4 FY2026
“Gross margin of 29.8% was one percentage point above last year, reflecting a 23% increase in production volume, lower promotions, and a 2%-3% price increase from January, partially offset by increased volume-related spending tariffs and inventory reserves.”
Deana McPherson
claim_4a3d563f0169c97c02dd0093e85dfa06AIOT
POWERFLEET INC · Q4 FY2026
“This dynamic is reflected in our revenue growth this quarter of 11%, translating into adjusted EBITDA growth of 42%, because the growth came from the highest quality, highest margin part of the revenue base.”
David Wilson
claim_4b6d73f1268a40dc438630e98d1f68cdIQST
IQST · Q1 FY2026
“We remain committed to our previously announced of $430 million revenue target for 2026.”
Leandro Iglesias
claim_bd58c858bacf67372e665809b760f869CGC
CGC · Q4 FY2026
“Our full-year performance reflected continued momentum, with net revenue increasing 20% in Canada adult-use cannabis and 18% in Canada medical, alongside operational execution across the platform.”
Luc Mongeau
claim_b03f3e4e7a9721e1e9d1f2406f7283d4WDH
WDH · Q1 FY2026
“For 2026, we are targeting approximately 40% top-line growth, with operating profit scale is expected to remain broadly stable.”
Tracy Li
claim_68187028b8e224bb83360187197bea5b