Management remarks
Call period: 2026 Q2 · 2026-08-05
Guidance: Michael Drazin: Given strong demand, continued commercial execution and broad-based momentum, we are raising our full year organic sales guidance for the second time this year to 9% to 10% from our previous range of 8.5% to 9.5%.Demand and orders: Michael Drazin: The Supply Chain Solutions segment delivered second quarter net sales of $4.1 billion, up 16%, supported by new customer implementations and growth with existing customers.Margins: Michael Drazin: Adjusted EBITDA margin increased 20 basis points to 13.8%.Analyst Q&A
Analyst Matthew Taylor asked: I actually wanted to ask one about the customer signings. So you said you're $650 million towards your $1 billion goal halfway through the year. Could you talk about the achievability of $1 billion or more this year, maybe giving an eye to the signings that could happen in the second half, if you have any visibility there, et cetera? Management James Boyle answered: First, we're pleased with the $650 million in the first quarter (sic) [ first half. ] We're ahead of pace to achieve the $1 billion, and we're confident that we're going to hit the $1 billion plus. I mean, that is the goal that we believe we can control. It's within the framework of what we have visibility to. And we do see a line of sight as it relates to what's available in the marketplace to achieve that goal. Just for context, that $650 million is made of a bunch of singles and doubles.管理层陈述
电话会期间：2026 Q2 · 2026-08-05
指引：迈克尔·德雷津：鉴于强劲需求、持续的商业执行力和全面增长势头，我们今年第二次上调全年有机销售指引，从此前的8.5%至9.5%区间上调至9%至10%区间。需求与订单：迈克尔·德雷津：供应链解决方案部门第二季度净销售额达41亿美元，同比增长16%，得益于新客户落地及现有客户需求的增长。利润率：迈克尔·德雷津：调整后EBITDA利润率上升20个基点，至13.8%。分析师问答
分析师马修·泰勒提问：我想询问客户签约相关问题，你们今年过半时已完成10亿美元目标中的6.5亿美元，能否谈谈今年完成10亿美元或更高目标的可行性，以及对下半年签约业务的能见度等情况？管理层詹姆斯·博伊尔回答：我们对上半年取得的6.5亿美元业绩感到满意，进度领先于实现10亿美元目标的节奏，有信心完成10亿美元以上的目标，这是我们可掌控的目标，且在当前市场可获得的业务范围内有明确的实现路径，这6.5亿美元由大量中小型签约项目组成。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。
