Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"“I've said this many times before, there's nothing fundamentally wrong with the TiO2 industry as much as this is a business that when you start looking at the core performance, if you look at Huntsman without TiO2, we would be going into 2016 here...with some of the highest margins we've ever had in our history and with better than GDP growth.” — Peter Huntsman, President & CEO, April 2016"
"CFO Reagan: “You're thinking about the Health margins, we are now -- and we continue to believe that the Health margins, which were very strong in the quarter, continue to be sustainable.”; CEO Krone: “We were able to sell part of the business that really wasn't in our portfolio. Clearly, that would have been lower-margin for us.” — JPMorgan, Leidos Earnings First Look, Oct 29, 2019"
"“the cost of goods are pretty horrendous” – the gross margins “were pretty shitty…yeah, they were negative for sure.” ... “...the waste at the manufacturing plant exceeded 60%. They only had like a 30% yield. My guys were there almost every week trying to figure out how to improve the manufacturing process.” — Longtime oligonucleotide manufacturing expert and executive; ex-Agilent"
"Capitalize on Corporate Infrastructure Investments. In recent periods, we have made significant investments in our senior management and corporate infrastructure in anticipation of future revenue growth... We therefore anticipate that, to the extent our revenue grows, we will be able to leverage this infrastructure base and increase our operating margins. — Kratos 2013 10-K, p. 9"
"For this year 2023, Burgiss is projecting slightly above $90 million of forecasted revenue with a mid-teens standalone EBITDA margin. Together with the benefits we bring to the business, we're projecting 20% top-line growth in the near term and gradually expanding margins. I would point out that we do expect this to be dilutive for the next 12 months. — Burgiss Deal Call Aug 2023"
"The first $500 million of synergies is expected to create a company with EBITDA margins of over 20% and annual EBITDA of over $3 billion, giving us the firepower to reduce the leverage ratio to 3 times to 3.5 times within two years to three years and then, subsequently, to deploy capital to create further value beyond our organic agenda. — CEO Michael Polk – Q4 2015 Earnings Call"
"CFO Rowland: "We're also excited as we continue to lean in and drive a conversion of our revenue portfolio towards digital, that roughly 50% of this backlog is higher-margin digital business." — Investor Day Sept 2021; CFO Rowland: "And then, of course, our backlog has a higher digital mix. And so that will naturally bring with it some higher margins." — Q3'22 Earnings Nov 2022"
"Talk about a fall from grace. Of all the US airlines, Southwest has evolved the least since 9/11, relative to an industry that has undergone a massive profit transformation ... We believe substantive changes to its business model are required if margins are ever going to reclaim the high ground, but management (thus far) appears uninterested. — J.P. Morgan, December 2023"
"Talk about a fall from grace. Of all the US airlines, Southwest has evolved the least since 9/11, relative to an industry that has undergone a massive profit transformation ... We believe substantive changes to its business model are required if margins are ever going to reclaim the high ground, but management (thus far) appears uninterested. — J.P. Morgan, December 2023"
"Talk about a fall from grace. Of all the US airlines, Southwest has evolved the least since 9/11, relative to an industry that has undergone a massive profit transformation ... We believe substantive changes to its business model are required if margins are ever going to reclaim the high ground, but management (thus far) appears uninterested. — J.P. Morgan, December 2023"
"Talk about a fall from grace. Of all the US airlines, Southwest has evolved the least since 9/11, relative to an industry that has undergone a massive profit transformation ... We believe substantive changes to its business model are required if margins are ever going to reclaim the high ground, but management (thus far) appears uninterested. — J.P. Morgan, December 2023"
""[We] designed our mid-cycle methodology around the 2012-to-2019-time frame. You had cycles of strong margins and weak margins during that period of time." — Phillips 66 Investor Relations, March 14, 2024; "The biggest delta is in refining and well below mid-cycle refining environments baked into the '25, '26 outlook." — Phillips 66 CEO Mark Lashier, January 7, 2025"
""[We] designed our mid-cycle methodology around the 2012-to-2019 time frame. You had cycles of strong margins and weak margins during that period of time." — Phillips 66 Investor Relations, March 14, 2024; "The biggest delta is in refining and well below mid-cycle refining environments baked into the '25, '26 outlook." — Phillips 66 CEO Mark Lashier, January 7, 2025"
""By positioning ourselves as a "one-stop" environmental services provider, we plan to leverage our diverse service offerings to unlock potential cross-selling opportunities across our business lines. As we execute on our growth strategies, we will continue to leverage our scalable capabilities to manage costs and drive higher operating margins." — GFL Environmental"
"Gross margin decreased to 45.6% in the current year compared to 46.4% for the prior year primarily due to product volume deleveraging, the negative impact of foreign currency changes and inventory-related charges, partially offset by pricing, higher service and software margins, and lower premium freight and component part costs. — Zebra Technologies 2023 10-K"
""This 250-basis-point decline in gross margin as compared to the prior year was mainly the result of an unfavorable mix -- sales mix. The shift in mix was driven by the significant growth in shipments of portable generators and mobile products during the quarter, which carry lower gross margins relative to the consolidated corporate average." — CFO Q3 2017"
"“These are all high-margin specialty applications...You can see the margins for construction are best in class here running from 23%, to just under 26%. We maintain these margins because of the specialty nature of the product, the distribution network, and the fact that their specified for high-end applications.” — Greg Poling, President & CEO, May 2016"
"So I guess when you think about ecobee and you look at -- as we ramp that up and they grow, their margin profile in the out years looks very similar to our clean energy business. We've talked about how that will probably be in the mid- to high teens EBITDA margins from a gross margin standpoint, closer to that mid-30% range. — Q3 2021 Conference Call"
""And finally, Broadridge's objectives to expand margins through scale and efficiency to strengthen by adding Itiviti. Itiviti's 30% plus operating margin business will increase our adjusted operating income margin by 50 basis points by fiscal '23 and positions us for higher adjusted earnings growth." — CEO Gokey, Itiviti M&A Call, March 29, 2021"
""Canada is a relatively large business... and it's quite profitable." — Carlos Rodriguez, Q2'2015 Conference Call. "[T]he old GSI in Europe was what I would call more margin focused." — Gary Butler, 2008 Analyst Meeting. "Our margins in France, where when we acquired GSI back in '95, are excellent." — Arthur Weinbach, Q4'2006 Conference Call."
"We’re going to have higher margins with the delivery of these cost synergies, and we haven’t quantified the benefits of any revenue synergies but we would clearly expect to be able to grow at higher rates over the longer term than we would independently.... And we see some very specific opportunities — CEO on Revenue Synergies, Aug 7, 2018"
""Our operating leverage was up 245 basis points year-over-year..." — Todd Gibbons. "This is one of our real focuses, delivering positive operating leverage and improving the operating margins of our company...And so you can see over the last 12 months, the operating margin has in fact, improved by 78 bps across the firm" — Gerald Hassell."
"“...we've maintained margins in the 75% to 80% range over time and we expect the long-term margins to stay in that 75% to 80% range.” — CFO Dylan Smith, August 2015; “...75% to 80% long-term range, which is still our current view in terms of the steady state and long-term gross margins of the business.” — CFO Dylan Smith, December 2015"
"“We finally received a little peek into the future of Disney’s streaming plan as the company shared a target of double-digit profit margins in streaming. As new CFO Hugh Johnston rightly admitted, that target should have been obvious, however, the timing and path forward still remain pretty ambiguous.” — MoffettNathanson, February 2024"
"“We finally received a little peek into the future of Disney’s streaming plan as the company shared a target of double-digit profit margins in streaming. As new CFO Hugh Johnston rightly admitted, that target should have been obvious, however, the timing and path forward still remain pretty ambiguous.” — MoffettNathanson, February 2024"
""As you’ll be aware, 2025 Brent strip is at around $75 per barrel, and other commodities and prices, including refining margins, are under pressure. Were these prices to play out, the rule of thumb impact in 2025 would be around $4 billion – but that’s a price call that we don’t know at this stage" — BP CEO at the Q2 2024 results."
"“We’re going to have higher margins with the delivery of these cost synergies, and we haven’t quantified the benefits of any revenue synergies but we would clearly expect to be able to grow at higher rates over the longer term than we would independently”.... “And we see some very specific opportunities” — Amcor CEO, Aug 7, 2018"
""Part of the reason we struggle to underwrite Box’s story of accelerating growth and expanding margins is the fact that Box has discussed initiatives to accelerate growth in the past, but not delivered on it, and has had several different target models, consistently needing to walk them back" — RBC Capital Markets, July 2021"
"Analyst: “We always talk about incremental margins with you.... You got all this operating leverage. How do we think about operating margin then?” Mark Donegan (PCC CEO): “And again they move, but I think that the range in which you should expect to see it move is somewhere between that 35% and 45%, 48%.” — December 3, 2014"
"As you’ll be aware, 2025 Brent strip is at around $75 per barrel, and other commodities and prices, including refining margins, are under pressure. Were these prices to play out, the rule of thumb impact in 2025 would be around $4 billion – but that’s a price call that we don’t know at this stage. — BP Q2 2024 Earnings Call"
""In the fourth quarter of 2022, we executed multiple restructuring programs to lower costs, increase margins and position us for growth resulting in restructuring and impairment expenses of $35 million. We expect to fully execute our restructuring initiatives and programs over the next 12-24 months." — Resideo 2022 10-K"
"We start with the customer in all deals and saying what does this do from that standpoint. But naturally, costs come out. Normally, we'll see gross margin fall to EBITDA. And within 1 year to 1.5 years after the acquisitions, they're highly accretive -- to our margins. — Evoqua CFO, CS Industrial Conf, Dec 2, 2022"
""the cost of goods are pretty horrendous"; the gross margins "were pretty shitty...yeah, they were negative." — Gen9 executive; "you’re definitely going bankrupt"; "you’re going to lose money...it’s something I don’t think [investors] get...you’re not long for this world." — DNA manufacturing expert"
"“Margins will be the same because that is how they are managing the business. Net profit on legacy business may slowly shrink because as their costs come down, the total dollar or margin might shrink. 40% of a penny versus two pennies is just less money.” — Former Avery Dennison RFID Sales Manager"
"These record top-line results are not translating to record profitability, nor the Southwest standard of profitability levels (i.e., Southwest was once a profit leader) ... [Southwest’s margins are] roughly 1,000 basis points below the industry leader. — Deutsche Bank, October 2023"
"These record top-line results are not translating to record profitability, nor the Southwest standard of profitability levels (i.e., Southwest was once a profit leader) ... [Southwest’s margins are] roughly 1,000 basis points below the industry leader. — Deutsche Bank, October 2023"
"These record top-line results are not translating to record profitability, nor the Southwest standard of profitability levels (i.e., Southwest was once a profit leader) ... [Southwest’s margins are] roughly 1,000 basis points below the industry leader. — Deutsche Bank, October 2023"
"These record top-line results are not translating to record profitability, nor the Southwest standard of profitability levels (i.e., Southwest was once a profit leader) ... [Southwest’s margins are] roughly 1,000 basis points below the industry leader. — Deutsche Bank, October 2023"
"We aren't going to give you a specific margin target, but it should result in between 100 to 150 bps of margin improvement annually on the pathway to narrow the margin gap with peers and deliver industry competitive margins. — CEO Alan Shaw, Q4 2023 Earnings Call, Jan. 26, 2024"
""[PCC] generally leverages superb execution for market share gains through pricing strategies and long-term contracts. We believe [PCC] is one of the best operators in our space, as operating margins are generally above peer companies." — Bank of America, June 4, 2014"
"Improved the Company’s financial health by driving companywide efforts to improve profit margins, reduce debt, secure credit rating, and increase return on capital, positioning the Company to take advantage of future growth opportunities — DuPont 2014 proxy statement"
"Something to think about when you're studying them is, kind of, why are their margins so high, and my theory is that their [Aerospace Products] asset base is at [the] depreciated book value and that's the cost that gets baked into their margins. — MRO Competitor"
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
"According to the 10-K, BID generated $26M of 2013 Agency commission revenue from Finance loan collateral. Assuming ~28% average Agency margins and 35% taxes, yields $4.7M of net income, or ~4% of ROE. Some of these sales may have occurred without financing."
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
"“And so they have great margins just in their contracting but then they add to that margin by capturing the value of aggregates and liquid asphalt by vertically integrating, which is our second margin lever.” — CEO Smith Deal Call Oct 21, 2024"
""[W]orking capital could be reduced... without a detrimental effect on margins... best-of-breed distributors and retailers are able to drive down working capital needs while at the same time boosting profitability" — Piper Jaffray, 12/2/12"
"There is no question, on ETF and index products our margins are huge. It’s the highest margin business for us, or it’s one of the highest margin businesses for us — Larry Fink, BlackRock 4th Quarter 2010 earnings call"
"As you'll be aware, 2025 Brent strip is at around $75 per barrel, and other commodities and prices, including refining margins, are under pressure. Were these prices to play out, the rule of thumb impact in"
""[We] designed our mid-cycle methodology around the 2012-to-2019-time frame. You had cycles of strong margins and weak margins during that period of time." — Phillips 66 Investor Relations, March 14, 2024"
""[We] designed our mid-cycle methodology around the 2012-to-2019-time frame. You had cycles of strong margins and weak margins during that period of time." — Phillips 66 Investor Relations, March 14, 2024"
"The higher gross profit margin was due to (i) efficient utilization of our plants and equipment fleet and (ii) completion of new backlog with more favorable margins. — Construction Partners, Inc. (2024)"
"Our due diligence suggests that the underlying gross margins of P&G’s categories could be as high as 54%. This analysis takes into account P&G’s scale as well the premium pricing of its leading brands"
"We said to our investors, in return for the privilege of having slightly lower but stable margins, you should expect some very strong, industry-leading revenue growth. — Cognizant, September 2015"
"Second, our gross margins were healthy, exceeding 53% this quarter. We were positive on the price/cost equation and saw good performance across several key cost categories? — Rollins CFO"
"CFO: "The Cintas legacy gross margins continue to expand and the G&K gross margins will too as we realize the acquisition synergies." — Cintas CFO Q1 2018 Earnings Call Sept 26, 2017"
""[We're] having less volatility than refining peers when refining margins flex to the downside, so we get the best of both worlds." — Phillips 66 CEO Mark Lashier, March 6, 2025"