MRMRSHEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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MRSH earnings call: For the full year, we continue to expect underlying revenue growth similar to the levels we generated in 2025, along with another year of margin expansion and solid adjusted EPS growth.MRSH (MRSH) 电话会:对于全年,我们仍预计核心营收增长水平与2025年相当,同时将迎来又一轮利润率扩张以及稳健的调整后每股收益增长。
Management remarks
Call period: 2026 Q3 · 2026-10-15
Guidance: Mark Christopher McGivney: For the full year, we continue to expect underlying revenue growth similar to the levels we generated in 2025, along with another year of margin expansion and solid adjusted EPS growth.
Demand and orders: Mark Christopher McGivney: This great result reflected strong demand and delivery across the business especially in AI related work.
Margins: Mark Christopher McGivney: Our adjusted operating margin was 22.7%, GAAP EPS was $1.69 and adjusted EPS was $2.3 up 10% over last year.
Analyst Q&A
Analyst Elyse Greenspan asked: Good morning. My first question is on the margins guidance for the year. You guys pointed to margin improvement for 2026. I just wanted to clarify, do you guys expect margin improvement for the year in both segments or just on an overall basis? Management John Quinlan Doyle answered: We do not guide by segment. But, you know, as Mark and I both noted in our prepared remarks, we do expect continued margin expansion for the year for the company. Again, we wanna balance margin expansion with continued investment in future growth. We wanna deliver growth in earnings for our company over the over the long term, of course. And so delivered solid growth and adjusted EPS in the quarter, and margins were flat, but we do expect drive margin expansion for the year for the company.