Question Bank › Physical throughput records at the operating lev

Physical throughput records at the operating level, told in operating units

Calls Tested
500
Answered YES
23
Hit Rate
4.6%
rare by design

Spirit AeroSystems Holdings, Inc. (SPR) — this company's answers

NO on the Q1 2016 call 2016-04-29 D
The model's full reasoning — Q1 2016 call → NO我们根据提供的电话会议记录,需要判断管理层是否报告公司的实物或运营产出(如交付量)达到了公司历史上的最高水平或明显超过之前的运营范围,并且管理层是否以具体的运营数量或近期实际达到的里程碑为基础,同时表明产出预计将继续上升,因为背后的驱动因素(产能、客户或已承诺的工作)仍在增强。回答YES的条件是管理层的言辞传达了这一现象:在刚刚报告的时期内实现了实际物理活动的记录或阶梯式变化,并以运营术语描述,且管理层直接或实质上表明该水平是一个中间点而非峰值,因为相同的已有驱动因素仍在继续。如果仅引用财务记录(收入、每股收益、利润率)而没有运营数量,则回答NO。如果记录产出主要归因于一次性事件、追赶、提前或预期会逆转的情况,则回答NO。如果管理层将其描述为峰值,或表示产出将持平或下降,或对冲无法持续,则回答NO。如果只是预测或目标而非已实现,则回答NO。如果记录框架仅出现在分析师的总结中,而管理层未自己陈述,则回答NO。 从记录中看,管理层提到了多个程序的交付量,如737、777、787、A320、A350等。但我们需要找出是否有记录性声明,即达到公司历史上最高水平或明显超过先前的运营范围。在记录中,Larry Lawson在开场白中谈到了A350程序的进展,提到交付了14个shipset,平均递延库存为40万美元,而2015年第四季度为120万美元,2015年同期为360万美元。这表明A350的交付量增加,但未说这是历史最高。也没有提到整体交付量创纪录。管理层提到“我们第一季度的业绩非常稳健”,但未说达到历史最高。在讨论未来时,提到产量将增加,例如737、A320、787、A350计划提高产量。但这是展望,而非已实现的记录。此外,管理层提到B-21项目,但那是新项目。没有明确表示“产出达到历史最高”或“阶梯式提升”的措辞。因此,答案应为NO。

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Show the exact prompt the model was given
Using ONLY the supplied earnings call transcript and no outside information: On this call, does management report that the company's PHYSICAL OR OPERATIONAL OUTPUT — units produced, shipped, delivered, installed, processed, treated, transported, opened, served, or performed, in whatever operating unit fits the industry — has JUST REACHED THE HIGHEST LEVEL IN THE COMPANY'S OWN HISTORY OR A CLEAR STEP ABOVE ITS PRIOR OPERATING RANGE, and does management BOTH ground this in specific operating quantities or milestones actually achieved in the recent period AND indicate that output is expected to continue rising from here because the drivers behind it (capacity, customers, or committed work already in place) are still building? Answer YES when management's own words convey this one phenomenon: a record or step-change level of real physical activity, described in operating terms rather than only in revenue or financial terms, achieved in the just-reported period, with management conveying — directly or plainly in substance — that this level is a waypoint rather than a peak because the same already-existing drivers continue. The output measure may take any form native to the business. Answer NO if the only records cited are financial (revenue, EPS, margins) with no operating quantity behind them. NO if the record output is attributed by management chiefly to a one-time event, catch-up, pull-forward, or condition it expects to unwind. NO if management presents the level as a peak, describes output flattening or declining, or hedges that it cannot be sustained. NO if higher output is only forecast or targeted rather than already achieved. NO if the record framing appears only in an analyst's summary that management does not itself state. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
CRGO Freightos Limited Q1 2024 2024-05-20 C+
PBR Petróleo Brasileiro S.A. - Petrobras Q4 2023 2024-03-08 D
MNKD MannKind Corporation Q4 2023 2024-02-27 C
DXCM DexCom, Inc. Q4 2023 2024-02-08 B+
GPRE Green Plains Inc. Q4 2023 2024-02-07 F
AKYA Akoya Biosciences, Inc. Q2 2023 2023-08-07 C+
ET Energy Transfer LP Q2 2023 2023-08-02 C+
BRX Brixmor Property Group Inc. Q1 2023 2023-05-02 A
BKH Black Hills Corporation Q4 2022 2023-02-08 D
SIBN SI-BONE, Inc. Q3 2022 2022-11-07 C+
EXFY Expensify, Inc. Q2 2022 2022-08-12 D
EVGO EVgo, Inc. Q2 2022 2022-08-09 C+
CCRN Cross Country Healthcare, Inc. Q1 2022 2022-05-04 B
ZH Zhihu Inc. Q3 2021 2021-11-22 D
RNW ReNew Energy Global Plc Q2 2022 2021-11-18 C
OWL Blue Owl Capital Inc. Q2 2021 2021-08-10 B+
OGE OGE Energy Corp. Q3 2018 2018-11-08 A
CP Canadian Pacific Railway Limited Q2 2018 2018-07-19 B+
HOLX Hologic, Inc. Q4 2017 2017-11-08 D
CCOI Cogent Communications Holdings, Inc. Q2 2017 2017-08-03 B
ABR Arbor Realty Trust, Inc. Q4 2016 2017-03-03 B+
GOGO Gogo Inc. Q1 2016 2016-05-06 C+
HD The Home Depot, Inc. Q4 2015 2016-02-23 A

How the model reasoned

SIBN · Q3 2022 → YESThe question is about whether management reports that the company's physical or operational output has just reached the highest level in the company's history or a clear step above its prior operating...YES The transcript explicitly states "25% growth in procedure volumes versus the prior year period" and "record active surgeon base of over 800 surgeons," framing these as achieved milestones in the just-reported quarter. Management ties the growth to ongoing demand drivers ("continued acceleration in procedure demand"), indicating the level is a waypoint rather than a peak, with output expected to continue rising as the same drivers persist. This constitutes a clear step above prior operating range in physical activity (procedures performed), grounded in recent operating quantities and sustained by building capacity/customers.
BRX · Q1 2023 → YESThe question is about whether management reports that the company's PHYSICAL OR OPERATIONAL OUTPUT has just reached the highest level in the company's history or a clear step above its prior operating...NO The transcript shows management highlighting record occupancy levels (94% overall and 89.3% for small shops) as well as leasing activity and signed leases, but these are framed as utilization or pipeline metrics rather than a record level of physical output such as units produced, shipped, delivered, opened, or performed.
CRGO · Q1 2024 → YESThe question is about whether management reports that the company's physical or operational output has just reached the highest level in the company's history or a clear step above its prior operating...

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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.