Management remarks
Call period: 2026 Q2 · 2026-08-04
Guidance: Deidra Merriwether: We are raising our guidance to reflect the strong sales momentum, along with the impact of tariff refunds.Demand and orders: Deidra Merriwether: On the top line, this translates to expected daily organic constant currency sales growth between 11.5% and 13% reflecting our second quarter performance and expectations for continued solid MRO market demand in the second half.Analyst Q&A
Analyst Christopher Dankert asked: I guess the point of clarification, Dee, and apologies if I missed it. But on the third quarter guidance from a top line perspective, can you just give us a sense for how July was trending preliminary basis versus that growth rate? Management Deidra Merriwether answered: We kind of noted on the call that we expect July to be up 13% and then on the quarter, be up around 12%. Some of that is normal seasonality as we flow through a particular quarter on the top line basis, but we expect Q3 still continue our strong performance, and that's on a daily constant currency basis, the numbers that I just provided to you.管理层陈述
电话会期间：2026 Q2 · 2026-08-04
指引：迪德拉·梅里韦瑟：我们上调业绩指引，以反映强劲的销售增长势头以及关税退税的影响。需求与订单：迪德拉·梅里韦瑟：从营收层面来看，这对应着每日有机固定汇率销售额增长率介于11.5%至13%之间，反映了我们第二季度的业绩以及对下半年MRO市场需求持续强劲的预期。分析师问答
分析师克里斯托弗·丹克特提问：关于第三季度的营收指引，能否说明一下7月的初步趋势相对于该增长率如何？管理层迪德拉·梅里韦瑟回答：我们在本次电话会议中提到，7月营收同比增长13%，第三季度整体营收增长约12%，其中部分属于正常季节性波动，以上数据均按固定汇率计算，我们预计第三季度仍将保持强劲的业绩表现。This earnings 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.这篇财报研究基于公司业绩公告、监管文件、财务报表，以及财报电话会议记录或官方回放整理。内容仅供参考，不构成投资建议。
