Management remarks
Call period: 2026 Q2 · 2026-08-05
Guidance: Joshua Jepsen: With that backdrop, we now anticipate organic sales to increase 4% to 5% for the full year.Demand and orders: James Currier: Orders increased by 8% over the past year, and we recently secured the largest selectable win in company history, bringing the lifetime value of year-to-date customer wins to $15 billion.Analyst Q&A
Analyst Kenneth Herbert asked: And maybe just a follow-up on that. Can you just be -- maybe a little bit more explicit on what the guide for the second half of this year implies in terms of sort of sequential supply chain improvement from second to third and third to fourth quarters? Management Joshua Jepsen answered: From an output perspective, we're essentially expecting 3Q and 4Q to have the same amount of growth that we saw in 2Q. So call it, roughly 4%. That's essentially what we carried forward. If you went back, our previous guide would have seen a step up, 1 to 2 and then again 2 to 3 and 3 to 4. We think based on what we've seen, we're resetting this to say we think this is flatter in terms of a growth perspective across the year, and that's why we're accelerating some of these investments and other things to try to drive further output.管理层陈述
电话会期间：2026 Q2 · 2026-08-05
指引：约书亚·杰普森表示：在此背景下，我们目前预计全年有机销售额将增长4%至5%。需求与订单：詹姆斯·柯里尔表示：过去一年订单增长8%，我们近期拿下了公司历史上规模最大的客户选型项目，使年初至今客户订单的终身价值达到150亿美元。分析师问答
分析师肯尼思·赫伯特提问：能否更明确说明今年下半年的业绩指引对第二至第三、第三至第四季度供应链环比改善的意义？管理层约书亚·杰普森回答：从产出角度，我们预计第三、第四季度增速与第二季度基本一致，约为4%。此前的业绩指引原本预计会有环比提升，即第一季度至第二季度、第二季度至第三季度、第三季度至第四季度的增长，基于当前情况我们调整预期，认为全年增长将趋于平稳，正因如此我们正在加速相关投资以提升产出。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。
