Management remarks
Call period: 2027 Q1 · 2026-07-29
Guidance: Kevin S. Krumm: We expect adjusted EPS to be between $4.42 and $4.74 a share.Demand and orders: Kevin S. Krumm: I would say from a visibility standpoint, we have talked about our demand see-through in this business and it remains strong.Margins: Kevin S. Krumm: Adjusted operating margin to be between 7.7% and 8.2%, an increase of approximately 80 basis points year-over-year at the midpoint.Analyst Q&A
Analyst Joseph Cardoso asked: Hi, good morning and thank you for the question. Maybe just for the first one, relative to the CPI growth, outlook that you provided, maybe can you just discuss the constraints that you are seeing just given the current backdrop that we are in? Management Revathi Advaithi answered: Yeah. Joseph, I will start by saying that our guide for CPI for the year was 70%. So growth year-over-year. So it is a pretty strong and robust number in terms of year-over-year growth. So we feel really good about that. I would say, we beat the midpoint of our guide for Q1. We said 30%; we came in higher than that. So obviously, the year is accelerating exactly like we planned and Q2 is higher than Q1, and we had clearly mentioned that this is back-half loaded. Which is mainly driven by the capacity investments we are making.管理层陈述
电话会期间：2027 Q1 · 2026-07-29
指引：凯文·S·克拉姆表示，我们预计调整后每股收益介于4.42美元至4.74美元之间。需求与订单：凯文·S·克拉姆表示，从能见度角度而言，我们此前曾提及该业务的需求可视情况，目前需求依然强劲。利润率：凯文·S·克拉姆表示，我们预计调整后营业利润率介于7.7%至8.2%之间，按中点计算同比增幅约为80个基点。分析师问答
分析师约瑟夫·卡多佐：早上好，感谢接受提问。首先想结合当前行业背景，讨论一下你们给出的CPI业务增长展望面临的制约因素。 管理层雷瓦蒂·阿德瓦西：约瑟夫，首先我们给出的CPI业务年度同比增长指引为70%，这是相当强劲且稳健的增速。我们一季度业绩超出了指引中点（30%），实际结果更高。今年增长节奏完全符合计划，二季度业绩高于一季度，且我们此前明确提到增长主要集中在下半年，这主要由我们正在进行的产能投资驱动。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
