OMOMCEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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OMC earnings call: Given the strong results year to date, we now estimate that full year 2026 organic core revenue growth will be approximately 5%.宏盟集团 (OMC) 电话会:鉴于今年迄今的强劲表现,我们目前预计2026年全年有机核心营收增长率约为5%。
Management remarks
Call period: 2026 Q3 · 2026-10-22
Guidance: Phil Angelastro: Given the strong results year to date, we now estimate that full year 2026 organic core revenue growth will be approximately 5%.
Margins: John Wren: Core adjusted EBITA margin was 18.2% in the quarter, an increase of 200 basis points versus the prior year, and our year-to-date margin of 17%, which is 210 basis points higher than the comparable level in 2025.
Analyst Q&A
Analyst Jason Bazinet asked: Can I just ask 1 question about the revenues from the assets that you are holding for sale? Management Phil Angelastro answered: Sure. You are right, the number in Q3 coming from businesses that we had not disposed of, either as of 9/30 or we disposed of during the quarter, during the third quarter, came through at about $412 million, which is higher than our estimate.