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。
1066 call records 份电话会记录
1066 tickers 个代码
12791 exact facts 条精确事实
23566 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 a9517 facts across条事实，覆盖 947 tickers个代码
+1.4 pp
performance5259 facts across条事实，覆盖 1064 tickers个代码
+0.1 pp
demand4062 facts across条事实，覆盖 1016 tickers个代码
-1.1 pp
guidance3041 facts across条事实，覆盖 1052 tickers个代码
-0.2 pp
capital allocation2784 facts across条事实，覆盖 899 tickers个代码
+0.3 pp
margins2419 facts across条事实，覆盖 830 tickers个代码
-1.4 pp
risks2006 facts across条事实，覆盖 862 tickers个代码
-2.4 pp
segment changes1906 facts across条事实，覆盖 740 tickers个代码
-1.3 pp
management commitments654 facts across条事实，覆盖 449 tickers个代码
+0.3 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。
BLBD
BLUE BIRD CORP · Q3 FY2026
“Starting on the left at $58.5 million, the impact of the bus segment gross profit in total was $0.7 million, split between volume and pricing effects, net of material cost increases of $6.2 million and year-over-year healthcare cost increases, lower overhead absorption, and higher freight and costs totaling -$5.5 million.”
Razvan Radulescu
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ALLISON TRANSMIS · Q2 FY2026
“Importantly, while commodity cost inflation is creating a near-term margin headwind, we ultimately recover a substantial portion of these higher costs from customers on a six-month to 12-month lag.”
Scott Mell
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Crane NXT · Q2 FY2026
“We continue to expect full year free cash flow conversion of 90%-110%, supported by our robust backlog and operating discipline.”
Christina Cristiano
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Advanced Energy · Q2 FY2026
“Finally, we now project our 2026 CapEx will be in the $180 million-$195 million range, up slightly from our previous outlook based on accelerated investments to support growth ahead.”
Paul Oldham
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Installed Building Products, Inc. · Q2 FY2026
“During the quarter, the other segment revenue, net of eliminations, grew 50%, which contributed positively to consolidated gross profit, but also created a mix headwind to our consolidated gross margin percentage of 40 basis points.”
Michael Miller
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Mueller Water Products · Q3 FY2026
“For increased fiscal 2026 adjusted EBITDA guidance, we remain on track to deliver another year of meaningful margin expansion while we continue to navigate slower new residential construction activity and broader external uncertainty.”
Paul McAndrew
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NERDWALLET INC-A · Q2 FY2026
“In terms of profitability, we expect non-GAAP operating income in the range of $29 million to $37 million.”
John Lee
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LOAR HOLDINGS IN · Q2 FY2026
“Whether OEM production rates are high or aftermarket is active, whether military budgets have short-term increases or not, or whether consumers prefer to fly commercial aircraft or utilize private aviation, our model of capturing 30, 40, or even 50-year annuities generated from a widely diversified set of customers and platforms that is consistently growing and enhancing our new business pipeline is the reason we are so confident that Loar will generate double-digit organic growth rates for the long term and do that with ever-increasing margins, cash flow, and predictability.”
Ian McKillop
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UGI Corp · Q3 FY2026
“Turning to the fiscal year-to-date performance, total EBIT from our reportable segments was $1.187 billion, up $3 million over the prior year period, as higher Pennsylvania Gas base rates and increased LPG unit margins more than offset the impact of lower production volumes in the Appalachian region, warmer weather, several LPG divestitures, and continuing low single-digit customer attrition at AmeriGas.”
Sean O'Brien
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ADTRAN Holdings Inc · Q2 FY2026
“For my follow-up, I guess it's good to see your commitment to your 10% operating margin target, you're currently at low to mid-single digits due to product mix headwinds in addition to component and freight cost headwinds.”
Irvin Liu
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CARRIAGE SERVICE · Q2 FY2026
“Our outlook now anticipates revenue between $435 million and $445 million, adjusted consolidated EBITDA between $135 million and $140 million, adjusted EBITDA margin between 31% and 31.5%, adjusted diluted EPS between $3.35 and $3.55, overhead expenses between 13.5% and 14% of revenue, adjusted free cash flow between $40 million and $50 million, ending leverage ratio between 3.9 and 4 times.”
John Enwright
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CONSENSUS CLOUD · Q2 FY2026
“Q2 2026 adjusted EBITDA of $48.3 million increased $0.2 million, or 0.5% year-over-year from $48.1 million in Q2 2025, delivering a solid 52.9% EBITDA margin and firmly within our target adjusted EBITDA margin range of 50%-55%.”
Adam Varon
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