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。
18 call records 份电话会记录
18 tickers 个代码
216 exact facts 条精确事实
371 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 a143 facts across条事实，覆盖 17 tickers个代码
-1.4 pp
performance88 facts across条事实，覆盖 18 tickers个代码
+3.5 pp
demand59 facts across条事实，覆盖 18 tickers个代码
-4.1 pp
risks52 facts across条事实，覆盖 16 tickers个代码
+10.8 pp
guidance50 facts across条事实，覆盖 18 tickers个代码
+1.6 pp
margins46 facts across条事实，覆盖 15 tickers个代码
-0.8 pp
capital allocation41 facts across条事实，覆盖 16 tickers个代码
+1.8 pp
segment changes39 facts across条事实，覆盖 13 tickers个代码
-0.1 pp
management commitments13 facts across条事实，覆盖 8 tickers个代码
-2.3 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。
WOR
Worthington Enterprises · Q1 FY2027
“Gross profit increased by nearly 11% in the quarter, while gross margin was 26.4% versus 27.1% a year ago, primarily reflecting lower volumes and less favorable mix in Building Performance Solutions, where cooling and construction faced a particularly difficult prior year comparison.”
Colin Souza
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Costco · Q4 FY2026
“This increase is predominantly due to a growth in the pipeline of new warehouses as we target a run rate of 30 net new openings a year and the continuation of outside spend on our supply chain, which will set us up to efficiently support future warehouse and e-commerce sales growth.”
Gary Millerchip
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Stitch Fix Inc · Q4 FY2026
“We expect full-year gross margin to remain between 43%-44%, and we expect to generate stronger positive free cash flow for FY 2027 compared to last year.”
David Aufderhaar
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H.B. Fuller Company · Q3 FY2026
“Through disciplined execution, we delivered strong revenue, EBITDA, and EPS growth in the quarter and continued to improve profitability and advance toward our EBITDA margin target of greater than 20%.”
Celeste Mastin
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TD Synnex · Q3 FY2026
“Hyve delivered a strong quarter with non-GAAP gross billings of $7 billion, up 117% year-over-year, exceeding our expectations as we saw continued increased demand from existing customers and programs.”
Patrick Zammit
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Cintas · Q1 FY2027
“We are raising fiscal 2027 revenue guidance from a range of $12.10 billion-$12.25 billion, to a range of $12.15 billion- $12.27 billion, a total growth rate of 7.9% to 8.9%.”
Todd Schneider
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AutoZone · Q4 FY2026
“As a reminder, in Q1, we expect LIFO to reduce EBIT by approximately $40 million, impact our gross margin rate negatively by approximately 80 basis points, and our EPS by approximately $1.85 a share.”
Jamere Jackson
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HERE · Q4 FY2026
“We closed out our fiscal year 2026 with fourth quarter revenues of CNY 127.7 million, representing a robust year-over-year increase of 94.1%, and bringing out our full-year revenue to CNY 596.8 million.”
Peng Li
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KB Home · Q3 FY2026
“Our housing revenues for the quarter, which were at the midpoint of our guidance range, declined 20% from $1.6 billion for the prior period, primarily reflecting a 19% decrease in the number of homes delivered and slightly lower overall average selling price.”
Bill Hollinger
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Paychex · Q1 FY2027
“Overall expense growth was up 1%, so when you are growing your top-line 6% and you are only growing your expenses 1%, you can see how it is easy to get double-digit earnings growth and the strong margin expansion that we delivered in the quarter.”
Bob Schrader
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General Mills · Q1 FY2027
“We had the same challenge on our cat Tastefuls business a few years ago, and it took us about 18-24 months to improve it, and that business is back to growth now.”
Dana McNabb
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ATCH · Q4 FY2026
“As the new firms come online, we expect the additional customer assets and trading activity to support growth across stock loan, securities lending, and interest income.”
Craig Ridenhour
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